Resource
Business Startup Checklist
Everything you need before day one.
Choose an entity (LLC, S Corp, C Corp, partnership, sole prop) and file with the Secretary of State. Apply for your federal EIN. Register for state income, sales, and unemployment tax accounts. Open a dedicated business bank account and credit card. Set up payroll and workers comp if you plan to hire. Purchase general liability and professional liability insurance. Confirm local licenses and permits. Choose accounting software (QuickBooks Online or Xero) and a receipt capture tool. Establish a monthly close cadence from month one.
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A 20 minute conversation is often the highest leverage financial decision a business owner makes all year.