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Startup Accounting Checklist Planner
Track setup tasks for your first quarter. Progress is saved in your browser automatically.
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Business Setup
Confirm entity and EIN details
Open dedicated business bank account
Set up accounting software
Bookkeeping Foundation
Build chart of accounts
Create receipt/document storage workflow
Schedule monthly reconciliation cadence
Compliance and Reporting
Confirm sales tax requirements
Set payroll filing calendar
Define monthly KPI report template
