Bookkeeping and Accounting Setup
Assess whether your new business has a bookkeeping system, chart of accounts, and process to keep clean records from the start.
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For founders, new owners, and anyone starting out
Compliance Calendar and Recordkeeping Setup
Assess whether you have a calendar for annual reports, renewals, and tax deadlines, and a system to keep the records a new entity must maintain.
4 guided steps
Private in your browser
Official guidance links
Start the free checker
Your free guided checker
Answer a few quick questions below. It is private - nothing is submitted or stored - and takes about a minute.
Informational business-formation diagnostic only; not legal, tax, accounting, or investment advice. Confirm entity, tax, and state decisions with a qualified attorney and CPA.
The questions this tool walks you through
Here is what the checker asks and why each step matters. Prefer to talk it through? Contact us and we will help directly.
Do you have any system at all - even a spreadsheet or calendar reminders - that tracks your recurring filings and their due dates?
Annual reports, franchise tax, license renewals, tax deadlines, and registered-agent fees each recur on their own clock; with nothing tracking them, a missed one is a matter of when, not if.
Build a compliance calendar covering every recurring filing, tax, and renewal.
Official guidance: IRS online tax calendar
Is your business registered to do business in more than one state?
Each state you operate in has its own annual report, franchise tax, and registered agent, so a multi-state business is really running several compliance calendars at once.
Track each state's separate filings, taxes, and registered agent on one calendar.
Official guidance: IRS online tax calendar
Is the business a corporation, or an LLC with more than one owner?
Corporations and multi-owner entities are expected to keep formalities - minutes, resolutions, ownership records - and skipping them is what lets a creditor "pierce the veil" and reach the owners.
Keep the minutes, resolutions, and records that maintain your liability shield.
Official guidance: IRS online tax calendar
Is your registered agent current, and is your entity in good standing with no overdue annual report or renewal?
A lapsed registered agent or a missed annual report is the usual path to administrative dissolution, and reinstating a dissolved entity is slower and costlier than staying current.
Add any missing items to the calendar and confirm the registered agent is current. Build a compliance calendar covering every recurring filing, tax, and renewal.
Official guidance: IRS online tax calendar
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