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Dennis Bingham

Checklist: Fundamental Issues You Need to Know When Starting a Business

Updated: Nov 13


Man standing next to a checklist with pen in hand

A well-structured 'checklist when starting your business' can be an invaluable tool, providing a clear roadmap to navigate the complex landscape of entrepreneurship.


The importance of a business startup checklist cannot be overstated. It promotes a streamlined and manageable approach to launching your business, saving you valuable time and resources.


Moreover, it helps you anticipate potential challenges, allowing you to devise effective strategies and solutions. Starting a business is not just about having a great idea; it's about taking the right steps to bring that idea to life.


While we have attempted to make this list as complete as possible, this checklist can't cover all issues and situations since businesses are diverse.


Let's get started with the checklist.


Pre-Launch



How to Start a Business Checklist



Company Formation

  • Choose a business name

  • Choose a state to form your business

  • Make sure no other business has your business name

  • Register your business

  • Establish a company address

  • Hire a registered agent for your business, if necessary

  • Apply for a Federal Identification Number (EIN)

  • Apply for a state Tax ID Number

  • Get social media accounts

  • Get a website Domain Name and Email address

  • Get all required business licenses and permits

  • Hire an attorney to create a Partnership Agreement, an Operating Agreement, or Articles of Incorporation and Corporate Bylaws, if necessary.


Banking / Accounting

  • Open a business checking account

  • Get a business credit card, if necessary

  • Get a business loan or other funding, if necessary

  • Set up a sound accounting system

  • Get an accountant or bookkeeper, if necessary

  • Set up a financial dashboard

 

Operations

  • Select a location for your business

  • Purchase or lease equipment

  • Identify and work with the best vendors, suppliers, and distributors

  • Get business insurance if needed

  • Get the right business software for your business

  • File for trademarks and patents


Employees / Contractors

  • Hire good employees

  • Document company employment policies

  • Hire a payroll service

  • Identify your freelance and independent contractor needs


Marketing

  • Create a branded email signature

  • Design a business logo

  • Build a company website

  • Create a Google Business Profile

  • Use Google Analytics and Google Search Console on your website

  • Decide how to advertise – social media, Google Ads, locally


The steps described cover many fundamental issues you will encounter when starting a business.


Conclusion


In conclusion, a checklist when starting a business is a vital tool for any aspiring entrepreneur. It provides a comprehensive, step-by-step guide to launching your business, ensuring no crucial aspect is overlooked.


A well-crafted checklist makes starting a business more manageable and less daunting. It serves as your roadmap, guiding you through each stage of the process and helping you navigate the complexities of starting a business.


Additional Resources


Thank you for reading this article on the Starting a Business Checklist. We recommend these additional articles on starting a business.

 

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