Step by Step Guide to Using QuickBooks


Checklist for Starting a New Business

Starting a business can be exciting but it can also be a bit overwhelming; from focusing your idea and seeking funding to setting up the right structure, through to marketing and customer development. Below is a checklist I have compiled to help you alleviate the anxiety of starting a new business. If you have already started your business, going through this checklist will ensure you have not forgotten anything. I wish you success!

Conceive your business

Structure your business

Prepare all necessary forms, permits, and licenses

Fund your business

Taxes and Insurance










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1099 Setup & Printing

Banking Setup & Management

Company Setup & Management

Employee Setup & Management

Customer Setup & Management

Vendor Setup & Management

Payroll Setup & Management

Deposits & Undeposited Funds

Financial Statements & Reports

Reimbursements & Investments

Invoicing & Receivables

Bookkeeping 101


Third-Party Applications

Preferences & Customization

C.O.A Setup & Management