Money & records
The unglamorous half of the business. How money should be recorded, what a defensible paper trail looks like, and the duties that come with holding other people's personal information.
What to Keep, and for How Long
Keeping everything forever feels safe and isn't. A retention position, meaning what you keep, why, and when it goes, is both a data protection duty and a filing system that works.
Matching Payments to What They Settled
Money arrives with a name and an amount, and almost never with a reason. Reconciliation is the work of restoring the reason, and doing it weekly instead of yearly.
Handling Tenant Data Responsibly
An agency holds ID numbers, phone numbers, employment details and payment histories for hundreds of people. That is a duty, and most of meeting it is unglamorous housekeeping.
A Paper Trail That Survives a Question
Records don't have to be elaborate. They have to answer, months later, what happened, when, and how the number was reached, without depending on anyone's memory.