Running the Business · Module 2
Template: the business setup checklist, from pass letter to first invoice
One page, in order, with the rule behind each line. Print it the day the pass letter arrives and work down it. Every item points to the lesson that explains it, and the filled-in example at the bottom shows what the sheet looks like for a sole-owner C-36 in Los Angeles County on the day the first invoice goes out.
What the full lesson covers
- The order matters: entity and name first, then qualifier and bonds, then insurance in that exact name, then the application, then the tax and city registrations, then the money setup, then the first contract.
- Each line has a date, a confirmation, and a place to write the number or policy that proves it, so the sheet is also the file you hand a CPA, a broker, or a GC.
- The example shows the sheet filled in for a sole owner who chose the lump-sum sales tax position, the workers' compensation policy over the exemption, and a Los Angeles registration before the seventh day of work.
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More lessons in Setting Up the Business
- 1The entity is a one-way door: why you decide sole owner, LLC, or corporation before the license issues
- 2Sole owner vs. LLC vs. S corporation for a plumbing contractor: liability, tax, cost, and the small claims limit
- 3EIN, the business bank account, and separating the money: the first bookkeeping setup that survives an audit and a lawsuit
- 4City business licenses: every city you work in, the Los Angeles business tax, and the seven-day rule