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
Registered Agent, Address, and Privacy
Clarify registered agent, address, and privacy 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.
Have you chosen addresses that satisfy public-record, registered-office, banking, licensing, and service-of-process needs without using a mailbox where a physical address is required?
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
Are you comfortable having your home address appear in searchable public records, customer invoices, and legal notices where applicable?
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
Will someone reliably receive time-sensitive lawsuits and state notices during business hours if you travel or work away from home?
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 mapped which address will appear on public formation records versus bank KYC, licenses, invoices, and your website?
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
If you self-serve as agent, is there coverage when you travel—or have you budgeted a commercial registered agent with business-hour acceptance?
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 chosen addresses that meet physical-address rules and documented who receives lawsuits and state notices during business hours?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Assign the registered agent and confirm acceptance hours List every place an address will appear publicly
Official guidance: SBA register your business
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