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
Multi-State and Remote Operations
Clarify multi-state and remote operations 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
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.
Have you mapped where you live, work, store property, meet clients, use contractors, employ people, and make sales to identify foreign qualification, tax, payroll, license, and insurance obligations?
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 register your business
In which state will you physically perform each service, even when the client and payment platform are elsewhere?
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 register your business
Could a move, coworking desk, inventory, trade show, contractor, employee, or repeated client visit create a new registration or tax footprint?
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 register your business
Have you listed every state touched by inventory, coworking, employees, contractors, or repeated client visits—not only where clients are billed?
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 register your business
For each state on that list, have you checked foreign qualification, income/sales tax, payroll, license, and insurance triggers?
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 register your business
Is there a written multi-state matrix you will update after moves, trade shows, new hires, or new sales channels?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Register or qualify where the matrix shows a duty Map live/work/inventory/client-visit states
Official guidance: SBA register your business
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