New company setup checklist

This template can be used by financial professionals as part of a new business startup package they offer to clients who are starting a new business. Before handing the checklist to a client, a financial professional can add helpful details to the checklist, such as recommendations for attorneys, insurance agencies, or payroll firms and contact details for city or state licensing offices. An individual can also use this checklist as a guide when setting up a new business.

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New company setup checklist

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