New Business Checklist

Lisa Bianco

New Business Checklist


Legal – Seek advice/hire an Attorney

  • Choose and Register Business/Domain Name
  • Decide on Legal Form of Business (Sole Proprietorship, Partnership, etc.)
  • Create/Register Copyrights, Patents, and Trademarks
  • Form an LLC

Government – Links to resources can be found at

  • Obtain Federal Employer Identification Numbers – federal and state, as required
  • Register your business name with the Secretary of State’s office, as required
  • Trademark your name with the United States Patent and Trademark Office if needed
  • Obtain City or County Business Licenses and/or Permits
  • Acquire Sales Tax License if needed
  • Employees? Obtain Employment Tax Forms, etc.

Financial – Seek advice/hire a CPA or bookkeeper

  • Set up a Separate Business Checking Account
  • Set of Bookkeeping System/Procedures Ex. Quickbooks
  • Choose Payment Systems Ex. Square/PayPal, etc.
  • Apply for a Business Credit Card
  • Determine your Pricing and or Packages
  • Employees? Choose a Payroll System
  • Create a Financial Plan (Projected start-up costs, estimated profit, and loss, etc.)


  • Create a Business Plan
  • Buy Needed Insurance (Liability, professional, errors, and omissions, etc.)
  • Create a Policy and Procedures Manual
  • Create Necessary Office Forms and Welcome Packet
  • Obtain Office Supplies needed
  • Obtain a CRM – Customer Relationship Management System


  • Create Logo/Brand
  • Create Website
  • Design and Print Business Cards
  • Establish a Business E-mail Address
  • Create an E-mail Signature
  • Create a Phone Greeting
  • Create a Landing Page to collect E-mail addresses
  • Obtain a Professional Head Shot
  • Create a Social Media Presence – Facebook page, Linkedin, Twitter, Pinterest


  • Home Based Businesses – Create a Home Office
  • Research Co-working spaces
  • Contact Real Estate agent for brick and mortar businesses.

These are the strategies to get your business started. To create your business there is a still a lot of work to do! As a business coach, I will work with you to create a business that you love. I coach you to create your own passion-filled business that enables you to run it your way with ease.

We will work together to:

  • Discover your unique personality and values. You will use this insightful information to better develop a plan for success in your business.
  • Create and gain clarity on your vision for your business.
  • Define what your definition of success is.
  • Develop a marketing plan that works for your business and personality.
  • Discover your niche.
  • Become more organized and create an efficient workflow.
  • Create your elevator speech.
  • Develop your message and mission statement.
  • Create structure and systems to get your work done.
  • Develop a CEO mindset.
  • Create work and life balance without the guilt.
  • Develop a system to better manage your time.
  • Creating SMART goals. Develop small easy action steps.
  • Provide accountability to reach your goals.

Most important….Celebrating your successes each step of the way!!!






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