Business Startup Checklist
Write a business plan Create a financial accounting system
Executive summary Hire a bookkeeper/accountant
Business description OR
Market research & competitor analysis Set up essential bookkeeping documents
Financial projections Income statement
Company structure & operating plan Balance sheet
Goals, objectives, & KPIs Cash flow statement
Bills & invoices
$ Estimate startup costs Expense tracking
Create a startup budget Purchase accounting software (optional)
One-time startup costs Estimate your tax liability
Overhead costs (office rent, utilities, etc.)
Labor costs Create a management system
Create a dedicated startup savings account Create an organizational chart
Research available grants, startup services, Purchase project management software
& other resources
OR
Set up essential management tools
Register your business
Calendar & scheduling system
Choose a structure (sole proprietorship, LLC,
S-Corp, or C-Corp) Budget tracker
Choose a business name Team management system
Claim a domain name Short- & long-term goals and timelines
Claim relevant social media handles Choose & track KPIs
Register your business
Launch branding & marketing
Check state & local registration requirements
Determine brand guidelines
Register trademarks
Design or commission a logo
Open accounts & obtain permits Select a color palette
Create a website
Open a company bank account
About Us page
Obtain an Employer Identification Number
Contact information
Get licenses & permits
Site menu/navigation bar
Check local business licensing requirements
Core services & pricing
Obtain industry-specific permits (e.g. building
permits, OSHA certifications, etc.) Online ordering
Obtain a Sales Tax Permit, if necessary Customer testimonials
Company blog
Set up relevant social media accounts
Print business cards
