About Us
Welcome to Record Retention Online!
Financial Records Consultants (FRC) brings you Carolyn Jones' almost forty years of Banking Record Retention experience to the financial industry!

Maintaining your records can be a very costly and time-consuming job. With more than 4,000 record retention guidelines in the online database, FRC provides you with an up-to-date and easy method for determining exactly how long you should be holding onto your information. As important as it is to maintain your records, it's equally important to know when they can be destroyed. How do you keep on top of all this information? How can you be sure that you're seeing the most current guidelines? How will you track changes to existing rules? With Record Retention Online! Here's a service that should be used in conjunction with every institution's recordkeeping policy and procedures. Read more about this exciting product and how it can become an indispensable and valuable service.

About FRC

Carolyn Jones, Founder, and former President and CEO of Financial Records Consultants, started in the banking business in 1982. She started the consulting firm of Financial Records Consultants (FRC) in 1985. By the end of 1986, she had implemented her custom record retention program in five of the largest financial institutions in Chicago. In 1988 she wrote her first "Guide to Bank Record Retention" for the Illinois Bankers Association. Since that time she has added to her client list: Maryland, Georgia, Indiana, Florida, Kansas, Missouri, Oregon and Washington Bankers Association(s). Besides the numerous guides for Illinois, all of the mentioned associations have published two or more guides. These Guides are considered "best sellers" and have sold between 75% and 100% of each client association's members. With Record Retention Online, her expertise and guidance will now allow the industry to stay up-to-date and in compliance with the changing schedules, regulations and laws.

She was joined by her son, James G. Jones (known to our clients as Greg), in 1999 to bring her written work to the internet. Greg has written many of the schedules and guides outside of the first seven books (now over 30 state schedules) and continues to keep the database up-to-date. Carolyn became semi-retired in January of 2020 and day to day operations were taken over by Greg. On February 28, 2024, Carolyn passed away. She loved her her creation and her customers with all her heart and will be deeply missed. Greg will continue to bring Carolyn's creation to customers for years to come.

Financial Records Consultants, LLC 810 Bull Run Road, Columbia, KY USA