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How Long Can Employers Keep Employee Records? A Record Retention Guide for San Luis Obispo Small Business Owners

How Long Can Employers Keep Employee Records? A Record Retention Guide for San Luis Obispo Small Business Owners

Key TakeawaysHow long you keep a document depends on what it is, which law applies, and sometimes your state’s rules as well. A practical baseline is to keep general personnel records for at least two years, payroll tax records at least four years, benefits...
Customer Relationship Management Tools List For San Luis Obispo Small Business Owners

Customer Relationship Management Tools List For San Luis Obispo Small Business Owners

Key TakeawaysA CRM (Customer Relationship Management) tool centralizes leads, customer communication, and deal tracking in one platform. Most small businesses need a CRM when manual tracking leads to missed follow-ups or a lack of visibility into sales...
The Best Time Management Software for Your San Luis Obispo Small Business

The Best Time Management Software for Your San Luis Obispo Small Business

Key TakeawaysEffective time management is about implementing scalable systems that reduce administrative friction, not micromanaging employees. Most businesses struggle in one of three specific areas: project management, time tracking, or scheduling. Avoid...
How to Choose Payroll Software for Your San Luis Obispo Small Business

How to Choose Payroll Software for Your San Luis Obispo Small Business

Key TakeawaysThe best payroll software for a small business is the one that fits your worker mix, pay schedules, compliance needs, and how you expect the business to grow. At a minimum, your payroll system should automate calculations, support direct deposit,...
What Accounting Software Should I Use For My San Luis Obispo Business?

What Accounting Software Should I Use For My San Luis Obispo Business?

Key TakeawaysThe “best” accounting software is the one that matches your workflows, integrates cleanly with your other systems, and can grow with you. Integration quality matters more than feature quantity. If data doesn’t sync cleanly, your books won’t be...
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Burkart & Stevens, CPAs and Advisors

11573 Los Osos Valley Road, Suite B
San Luis Obispo, CA 93405
Phone: (805) 543-6876
Fax: (805) 781-2526

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Tax Season:
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Saturday by Appointment only
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