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.
Open the free tool
For founders, new owners, and anyone starting out
Solopreneur Formation Launch Sequence
Clarify solopreneur formation launch sequence 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
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.
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.
Before accepting money or signing contracts, have you sequenced entity approval, EIN, banking, licenses, insurance, contracts, and bookkeeping so each record uses the same legal identity?
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 guide to launching your business
Do you know which items must wait for the state to approve the entity and which can be prepared in parallel?
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 guide to launching your business
Have you chosen a realistic first-customer date that leaves time for banking, payment processing, licensing, and insurance approvals?
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 guide to launching your business
Have you confirmed the typical approval lead times for your bank, payment processor, licenses, and insurers so the first-customer date is realistic?
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 guide to launching your business
Will every draft application, quote, and template sit idle until the approved legal name is available—rather than submitting under a temporary personal name?
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 guide to launching your business
Is the full launch sequence written with owners, dates, parallel-vs-wait flags, and a single folder for approvals and receipts?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Confirm every application will use the final legal name and address List every step that still lacks an owner or date
Official guidance: SBA guide to launching your business
Want a professional to confirm your answer?
Send us your situation and one of our senior CPAs will review it with you - fixed fee, no surprises.
Contact Us