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 an organizational chart
Create a dedicated startup savings account
Purchase project management software
Research available grants, startup services,
& 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
Select a color palette
Open accounts & obtain permits
Open a company bank account Create a website

Obtain an Employer Identification Number About Us page

Get licenses & permits Contact information

Check local business licensing requirements Site menu/navigation bar

Obtain industry-specific permits (e.g. building Core services & pricing

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