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Checklist

What to Include in Your Operations Handbook

If you’re away from your business, your employees need to run the company without you. Your operations handbook should enable them to handle any situation that arises. Read more

Checklist

Checklist for an Effective Sales Meeting

The more time your sales team spends in meetings, the less time they have available to actually sell. Read more

Checklist

How to Calculate and Pay Estimated Taxes as a Sole Proprietor

If you run your business as a sole proprietor, you may need to pay estimated taxes to the IRS throughout the year. Read more

Checklist

Questions Freelancers Should Ask a Tax Preparer

Are you a freelancer who doesn’t have or need a CPA but wants someone to do your taxes? Print out, and complete this checklist for each candidate you consider. Read more

Checklist

Employee Recordkeeping Checklist

The U.S. Department of Labor requires you to keep records of the following information about each employee as long as he or she works for you. Read more

Checklist

48 Questions to Ask in Your SWOT Analysis

Every business owner should conduct a regular SWOT analysis to assess the company’s strengths, weaknesses, opportunities and threats in relation to its competition. Read more

Checklist

Rebranding Your Business

Is it time to rebrand your business? Use this checklist to develop a successful new brand. Read more

Checklist

Startup Marketing Basics

Use this marketing checklist to ensure you have all the key elements needed to brand your new startup. Read more

Checklist

Checklist: Tax Preparation for Freelancers

Having the necessary documents organized before you meet with your tax preparer can speed up the ﬁling process. Read more

Checklist

Determining Your Franchise Business Preferences

Thinking about your personal business preferences will help you to identify how various businesses will fit your own management style. Read more

Checklist

Fire Without Fear: What to Consider Before Choosing to Terminate

One of the most daunting responsibilities of small business owners and managers is recognizing when it’s time to fire an employee. Read more

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