Records Are Power

If you cannot show a bank or an investor clear records, you will struggle to access financing — no matter how good your business idea is.

The 7 Essential Records

  1. Sales records — every sale, date, amount, and customer.
  2. Expense records — every payment out, with receipts.
  3. Cash flow statement — money in, money out, month by month.
  4. Inventory records — what you have, what you sold, what you need.
  5. Debt records — who you owe, how much, and when it is due.
  6. Tax records — KRA returns, payments, and receipts.
  7. Contracts and agreements — with customers, suppliers, employees.

Keep them in one place. Back them up. Review them monthly.