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Business Start Up Checklist

The business start-up checklist below is meant to remind you of the tasks you may have to perform when starting your business. The checklist includes items that apply to many different types of startups. Many of the tasks need to be done for legal reasons even if you are starting a business with little or no money.

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Choose a business based on your skills and interests

Research the business idea

Research competitors

Determine if there are any patent or trademark restrictions

Write a business plan 

Write a marketing plan

Choose a business name

Verify your right to use you chosen name

See if the business name is available as a domain name

Register the business name and get a business certificate

Register your business domain name even if you aren't ready to use it yet

Choose a location for your business or make space in your home to run it

Check zoning laws

File partnership or incorporation papers

Get any required licenses and permits

Determine if there are health or safety laws with which you must comply

Register a trademark for your business name

Register copyrights for business intellectual property

Apply for a patent or provisional patent for inventions

Have a business phone line installed if you will be working from home

Order phone, Internet, and any utility services needed for a business location that isn’t homebased

 Get appropriate business insurance for your business 

Arrange for health insurance coverage if needed

Talk to an accountant about your tax obligations & record keeping requirements

Apply for a sales tax number if needed

Apply for an FEIN if needed (Federal Employer Identification Number)

Inquire about workers compensation insurance and unemployment insurance if you will be hiring employees

Open a bank account in the business name

Set up an accounting system or accounting software for the business

Setup your funding and create a budget for starting the business

Have a logo created

Order business cards, envelopes and stationery for the business. Alternately, print them yourself, if you have the capability.

Order business checks* with the name imprinted

Order inventory

Purchase needed equipment and supplies

Order signage

Order fixtures 

Find a website hosting company* or cloudbased storefront* provider and set up your site

Set up a business email address (preferably using the business domain name)

Set up social media pages for the business

Start building a permission-based customer email list* for newsletters and promotions

Prepare brochures, fliers and other handouts. Print or order a small quantity to promote your business opening

Send out publicity releases

Decide where and how to advertise your business

Contact friends, family and acquaintances and let them know you’ve started you business

Plan and implement low-cost business promotion tactics to market your business

Other:

This creates a private checklist in your account.