Business Start-up Checklist

Starting Your Own Business

What do you need in order to start your own business? Here are just some of the items that you may need in order to prepare. We are here to help and our clients find the convenience of having to go to only one place is a plus.

  • Incorporation or LLC papers
  • EIN# (Federal Identification Number)
  • Initial minutes/Business plan
  • Business Bank accounts
  • Insurance
  • Payroll Service Setup
  • Withholding Number
  • Unemployment Insurance Number and Rate
  • Workers Compensation Insurance
  • Business License
  • Merchant Processing/POS System
  • Website
  • Company Email
  • Accounting Software/Hire Assistance

Unsure how to obtain the items on this checklist?

business-form-header

Please use the notes section for specific comments and questions on starting a business.
First Name*
Last Name*
Email*
Phone*
Street
City
State*
Zip Code
Services Provided*
Industry
Number of Employees
How soon do you need service?
Notes
Lead/Contact Source


No Thanks

merchant-form-header

Please use the notes section for specific comments and questions on Merchant Processing.
Company
First Name*
Last Name*
Email*
Phone*
Street
City
State*
Zip Code
Services Provided*
Number of Transactions
Current Provider/System
Industry
How soon do you need service?
Notes
Lead/Contact Source


No Thanks

insurance-form-header

Please use the notes section for specific comments and questions on Insurance
Company
First Name*
Last Name*
Email*
Phone*
Street
City
State*
Zip Code
Services Provided*
Number of Employees
Industry
Current Provider/System
How soon do you need service?
Notes
Lead/Contact Source


No Thanks

payroll-form-header


Please use the notes section for specific comments and questions on Payroll
Company
First Name*
Last Name*
Email*
Phone*
Street
City
State*
Zip Code
Services Provided*
Payroll Frequency
Number of Employees
Industry
Current Provider/System
How soon do you need service?
Notes
Lead/Contact Source


No Thanks

bookeeping-form-header

Please use the notes section for specific comments and questions on Bookkeeping
Company
First Name*
Last Name*
Email*
Phone*
Street
City
State*
Zip Code
Services Provided*
Industry
Number of Transactions
Number of Employees
Current Provider/System
How soon do you need service?
Notes
Lead/Contact Source


No Thanks