Start Up Checklist

Each area requires thought and decision. While no checklist could be considered complete, here is a framework to Start Up with. Feel free to contact us if you have questions.

Basics

Choose Business Based on Skills, Interests and Needs
Business Plan (incl Financial Forecast and Marketing Plan)
Name / Domain Name

Legal

Determine Legal Structure
Attorney
Choose Registered Agent
Register Business
Obtain Tax ID
Business Licenses
Sales Tax Registration
Contract Documents

Financial

Determine Financial Needs
Accountant
Review Financial Forecast from Business Plan
Accounting – Fiscal Year, Basis, Procedures, Software (?)
Separate Bank Account
Business Credit Card
Merchant Account
Insurance – Business / Health

Marketing

Website
Business Stationary / Materials / Marketing
Review Marketing Plan from Business Plan

Operations

Location (Physical) / Zoning (?)
Setup “Office” – Phones, Fax, Office Equipment
Inventory / Suppliers