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Accounting Services
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Checklist for New Business: Before Startup
- Choose management adviser: an accountant, an attorney, and a banker
- Develop a business plan which includes flow projections
- Using the business plan, establish a relationship with a banker for:
- Credit Card Merchant Account
- Business Checking Account
- Working Capital Loan
- Equipment Loan
- Lock Box Services
- Select a legal entity and year end date
- Find a location for the business
- Negotiate a lease
- Design a layout for the facility
- Prepare all the necessary legal documents as applicable:
- Partnership agreements
- Articles of Incorporation and first organizational minutes
- Bylaws
- Federal identification number (SS-4)
- State and local license applications
- Sales Tax ID number
- State unemployment number
- Industry specific license
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Checklists for New Business |
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- Obtain quotes for and order office furniture
- Order office supplies
- Order business cards and stationary
- Order business telephone number
- Purchase adequate insurance, as applicable:
- Health
- Malpractice
- Liability
- Worker's Compensation
- Life
- Fidelity bond
- Computer equipment
- Umbrella
- Employee dishonesty
- Register business name with local authorities
- Establish prices for your goods and services
- Promote the business when it opens:
- Press releases to local and national media
- Advertising
- Direct mail announcement
- Coupons and discounts
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Services
