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
Continuity, Incapacity, and Dissolution Plan
Clarify continuity, incapacity, and dissolution plan as a first-time owner: what decision you are making, what must happen now, what can wait, and the next concrete action.
6 guided steps
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Official guidance links
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Your free guided checker
Answer a few quick questions below. It is private - nothing is submitted or stored - and takes about a minute.
General information only; not legal, tax, insurance, cybersecurity, or investment advice. Confirm formation decisions with qualified advisers in every applicable jurisdiction.
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.
Could a trusted person locate critical records, access systems lawfully, protect clients, collect receivables, pay obligations, transfer or close accounts, and complete formal dissolution if you become unavailable?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Continue to the next control. Note this item for your final action list, then continue.
Official guidance: SBA close or sell your business
If you could not work for 30 days, which clients, bills, subscriptions, deadlines, and confidential records would require immediate attention?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Continue to the next control. Note this item for your final action list, then continue.
Official guidance: SBA close or sell your business
Do you understand that stopping sales does not itself close state registrations, tax accounts, licenses, contracts, bank accounts, or the entity?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Continue to the next control. Note this item for your final action list, then continue.
Official guidance: SBA close or sell your business
Does a trusted person already know how to find the binder, vault, and client priority list without calling you?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Continue to the next control. Note this item for your final action list, then continue.
Official guidance: SBA close or sell your business
Have you listed every tax account, license, processor, and subscription that must be closed or transferred in a formal exit?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Continue to the next control. Note this item for your final action list, then continue.
Official guidance: SBA close or sell your business
Could that person lawfully access systems, protect clients, collect and pay what is due, and complete dissolution filings if you were unavailable for 30 days?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Assemble the binder and test that the deputy can find it Choose a trusted person and spell out their authority
Official guidance: SBA close or sell your business
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