Baseline Records Retention Policy & Schedule
Small Business Records Retention Policy & Schedule
A governance-ready framework aligned with U.S. federal requirements — with embedded policy language, clear retention guidance, and defensible disposition guidelines. Choose the version that fits where your business is today.
Pricing
Pick the version that fits your business.
Three tiers — Solopreneur, Small Team, and Midsized Business — each with policy language and a complete retention schedule.
Solopreneur
$250
12 record categories
5 business functions
- Corporate Governance
- Finance & Accounting
- Information Technology
- Legal & Regulatory
- Operations
- Covers the basic records common to most businesses
- Compliance guidelines for financial documentation, especially tax-related records
- Based on U.S. federal laws and regulations
- Does not include records related to employees, hazardous materials, or other specialty items
Most Popular
Small Team
$3,300
35 record categories
7 business functions
- Administrative Services
- Corporate Governance
- Finance & Accounting
- Human Resources
- Information Technology
- Legal & Regulatory
- Operations
- 10 essential Human Resources categories
- Building/construction records
- Health & Safety records — especially hazardous material management & disposal (e.g., motor oil, paint, dry cleaning solution)
- Custom IT solution records
- Customer-owned data handling
- Based on U.S. federal laws and regulations
Midsized Business
$7,200
68 record categories
9 business functions
- Administrative Services
- Corporate Governance
- Finance & Accounting
- Human Resources
- Information Technology
- Legal & Regulatory
- Marketing & Sales
- Operations
- Product Management
- Advanced Treasury, Audit, and Financial Management records
- Advanced Ownership, Entity Management, Stock Transactions, and M&A records
- Advanced Legal records including Ethics & Compliance, Intellectual Property, and Litigation Management records
- Advanced Sales, Operations, and Product Management records
- Based on U.S. federal laws and regulations
Need a custom record category set? Contact us for a custom quote.
Most vendors charge 4x more — and skip the full policy framework.
TrailBlazer equips bold businesses with the policy depth and operational maturity they need to scale with confidence.