Margaret’s Minutes

Tax season in Jacksonville is more than filing returns. It is the ideal time for businesses and individuals to review document retention policies and eliminate unnecessary financial records. As tax preparation wraps up across Duval County and North Florida, many offices uncover stacks of outdated files that should not remain in storage. Tax season shredding…

World Thinking Day Is a Time to Reflect on Data Security February 22 is World Thinking Day. It is traditionally a day of reflection. A moment to pause, step back, and consider how our actions impact the people and communities we serve. For businesses across North Florida and South Georgia, including the greater Jacksonville region,…

A new year always brings a moment to pause and reflect. We think about what worked, what did not, and what we want to leave behind as we move forward. While goals and resolutions often take center stage, there is another reset that deserves just as much attention. It is how we protect the sensitive…

The renowned songwriter Pete Seeger immortalized the words, “To everything there is a season,” in his iconic song, “Turn, Turn, Turn,” popularized by The Byrds in 1965. While the song doesn’t delve into it, even your sensitive documents have their season—the period from inception to disposal, commonly known as “retention periods.” Developing a Retention Policy…

In his 2021 hit, “Bad Habits,” Ed Sheeran laid out the consequences of unhealthy relationship habits. While not as catchy, a sequel addressing the bad habits jeopardizing business documents could be just as enlightening. Let’s explore these habits and how to break them to effectively safeguard sensitive information. Leaving Sensitive Documents Unattended Leaving documents strewn…

Are you familiar with that jaw-dropping moment when you move to a new place and realize you’ve amassed an overwhelming amount of “stuff” over the years? Well, the same thing can happen in your business if you don’t have a solid plan for managing your paper records. Without intentional efforts to reduce the influx, one…