$250.00 USD

By completing this purchase, you agree to the following:

  • You are purchasing access to digital products and/or services offered by TrailBlazer Academy, a division of TrailBlazer Consulting, LLC.

  • All sales are subject to the policies, terms, and conditions outlined by TrailBlazer Consulting, LLC.

  • Access to your purchased training materials, coaching sessions, or downloads will be provided via the email you submit at checkout.

Please review our full terms and policies here: https://trailblazer.us.com/policy-page/

By submitting this form, you confirm that you have read and agree to abide by the Terms of Service and Refund Policy, and you agree to make all payments as required.

Records Retention Policy & Schedule

For Solopreneuers

Inside your download, you’ll find:

  • 12 record categories
  • 5 business functions
    • Corporate Governance
    • Finance & Accounting
    • Information Technology
    • Legal & Regulatory
    • Operations
  • Covers the basic records common to most businesses
  • Compliance guidelines for financial documentation, especially tax-related records
  • Based on U.S. federal laws and regulations
  • Does not include records related to employees, hazardous materials, or other specialty items

Whether you’re preparing for M&A, tightening internal controls, or laying a strong foundation for growth—this resource will support clear, consistent recordkeeping across your organization.

Upon purchase, you will receive an email with the next steps to access the content.