Ask the Expert

by / Thursday, 24 December 2015 / Published in Uncategorized

March 2015

Question: How long do we need to keep financial files for the WBC grant? I know we aren’t required to keep counseling and training past 3 years, but what about financials?

Answer: Generally financial files should be kept 3 years past the closing year. That way the information would be available for any financial exams. If you have a host organization, you should check with their accounting folks to see what the host organization requires. Some may want to have data for a longer period.