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The Steps to Start Your Business

Progress Tracker

Each step is designed to help you build momentum and confidence, ensuring you move forward at your own pace without unnecessary pressure

March 2025

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Step: 0 / 9

1

step

Onboarding & Walkthrough

  • Complete Onboarding
  • Complete WalkThrough

Onboarding & Walkthrough

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Business Planning

Completed

2

step

Business Planning

  • Business Planning
  • Business Name Research

Business Planning

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Business Planning

Completed

3

step

Formation

  • LLC Filling
  • Registered Agents
  • EIN

Business Planning

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Formation

Completed

4

step

Digital Presence

  • Domain
  • Logo & Branding Kits
  • Website
  • Print Shop

Digital Presence

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Digital Presence

Completed

5

step

Communication

  • Setup and Connect your Business Communication Channels to the platform

Communication

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Communication

Completed

6

step

Document Center

  • Setup and connect the your business clouds for storage and to organize and manage your documents, images, and files

Document Center

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Document Center

Completed

7

step

Finance Hub

  • Setup & Connect Bank Accounts
  • Review Business Funding
  • Setup Business Insurance Protection
  • Setup Digital Payments and Merchant Accounts
  • Setup Legal Protection
  • Review and Setup Health & Retirement Benefits

Finance Hub

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Finance Hub

Completed

8

step

Accounting Services

  • Review and setup Accounting and Bookkeeping services for your business

Accounting Services

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Workforce Solutions

Completed

9

step

Workforce Solutions

  • Review and setup Accounting and Bookkeeping services for your business
  • Review how to find and hire 3rd parties to complete specific tasks.

Business Planning

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Workforce Solution

Completed

The Steps to Start Your Business

Business Plan

Upon completing and submitting this Business Plan Questionnaire, you will receive a tailored Business Plan featuring valuable insights, actionable suggestions, and industry-specific recommendations. This customized guide is designed to help you navigate market trends and support your business growth journey.Please allow 24 to 48 hours for your tailored business plan to be ready. you will receive a notification once it has been delivered and ready to be viewed.

Business Plan Questionnaire

General Business Information

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Vision, Mission, and Goals

Target Market

Product and Services

Marketing and Sales

Operations and Logistics

Financial Overview

Challenges and Risks

Legal and Compliance

Additional Information

Reasearching Your Business Name

  • Start with a Google Search:

    Look for existing businesses using the name to ensure uniqueness and avoid confusion.

  • Check Domain Availability:

    Use tools like Namecheap or GoDaddy to confirm the availability of a matching website domain.

  • Search State Business Registrations:

    Visit your Secretary of State's website to ensure the name isn’t already registered

  • Verify Trademarks:

    Use the USPTO Trademark Database to ensure the name isn’t trademarked.

  • Social Media Handles:

    Check platforms like Instagram, Twitter, and LinkedIn for available handles.

  • Consider Industry Specifics:

    Avoid names that are too generic or commonly used in your industry.

  • Conduct a Survey:

    Ask friends, family, or potential customers for feedback on the name’s appeal and clarity.

  • Think Long-Term:

    Ensure the name reflects your brand vision and can grow with your business.