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Education 5 min read

Start-up Tasks

Break a new business into manageable tasks from planning and formation through banking, licenses, and records.

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Business team planning together around a whiteboard

About this guide

Practical context before you take action.

Use this article as general education, then confirm current filing, tax, and jurisdiction-specific requirements before making a final decision.

1

Getting your business started

Starting a company becomes easier when the work is divided into planning, formation, tax setup, banking, licensing, recordkeeping, and launch tasks.

2

Core startup tasks

  • Choose a business idea and market
  • Write a business plan
  • Select the business structure
  • Choose and search a business name
  • File formation documents
  • Obtain an EIN if needed
  • Open a business bank account
  • Review licenses and permits
3

After formation

State approval is only one milestone. The next tasks make the business operational and help maintain the separation between the owner and the company.