No one wants to be ready to file a return right before April 15 only to realize they're missing a vital financial document.

A potential buyer for your business will naturally want to learn as much as possible about its track record and its potential to generate a profit. Providing legitimate and thorough documentation of ...

This article is part of our “Get It Done” week on Morningstar.com: All week we will feature articles and videos offering guidance on ways to help tackle those nagging items on your financial to-do ...

If you're like many people, you were probably a bit of a minimalist when you were in your 20s--unburdened by a lot of possessions and obligations. But as you moved along in your life--perhaps your ...

Today, the U.S. Small Business Administration (SBA) issued letters to all contractors within the 8(a) Business Development Program, requiring them to produce financial records as part of a ...

Many organizations are digitizing more and more of their operations and files. From cloud storage to online signing platforms, it's easier than ever to scale back the use of printed documents. However ...