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CalPac NEW BUSINESS CHECKLIST |
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To PRINT THIS LIST Click Here |
This List is designed for a Business in Ventura County California but is applicable anywhere, except for addresses and Local and State regulations and concerns.
Forms and Procedures are usually available on the Web. Go to our web site for more information that we can’t get on here in the space we have without clutter. If we can help you let us know (805-988-9540)
Background work
o
Assess your strengths and weaknesses
o
Establish business and personal goals
o
Assess your financial resources
o
Identify the financial risks
o
Determine the start-up costs
o
Decide on your business location
o
Do market research
o
Identify your customers
o
Identify your competitors
o
Develop a marketing plan
PRELIMINARY
CONSIDERATIONS
o Research your business name.
o Write a business plan. ( If you are going for investments or loans)
o
Choose
the type of organizational structure of your business.
Start Up Business Considerations
o Select an accountant or accounting methods for example, computers and
software. Here we can help call
805-988-9540
o Consider how Information technology can cut your costs and
automate the work especially the repetitive work call
805-988-9540
o Select a banker and setup a business account
o Apply for business loans (if applicable) and establish a line of credit
o Obtain business insurance
o Obtain a lease
o Line up suppliers (as applicable)
o Get furniture and equipment
o Join a professional organization if its worthwhile and
exists
o Set a starting date
o Get stationary , Business Cards etc.
Start Up Legal
Matters
o
Determine the legal structure you will have
o
File the legal paperwork with the state(s)
you will be conducting business in.
o
In
o
The Web URL for forms etc. is at
http://recorder.countyofventura.org/forms.htm
o
File with
IRS for a Federal
ID Number. URL for IRS Forms and
Instructions
http://www.irs.gov/businesses/small/
o
Need a
partnership? Its best to have a lawyer
but if you do it yourself
you can go to
http//www.calpactech.com
to get help.
o
Need a corporation then
you’ll need a lawyer unless your really good. Some small Business Corporations
you can do yourself. Our site at
http//www.calpactech.com
has resources that can help
o
If you
are into any retail sales then you will need a Reseller permit from the Board
of Equalization xxxxxxx
o
Obtain
personal property tax information
o
Check
county and local zoning requirements
o
Check
state and local license requirements, especially if your business is strongly
regulated. E.g. Food, Contracting etc..
Start Up
Marketing and Sales considerations
o Target ( figure out) your potential customers
o Determine some ways
you can advertise yourself to them. We can help you with the use of the
Internet for less expensive and more effective advertising through this media
o Once the Door is open Get some pictures and send them to the
Press and other Media ( cheap advertising). Don’t
forget a Web Page and the search engines.
o Establish a marketing plan.
Don’t forget how to use electronics , Internet,
E Mail, Direct Mail , Newspapers ,brochures and printed matter. We can help you with this,
call 805-988-9540.