A comprehensive diagnostic checklist covering seven critical areas every startup needs to scale efficiently and stay compliant:
- Payroll & Compliance - Payroll systems, multi-state tax compliance, W-2/1099s, PTO policies
- HR & Benefits - Onboarding, benefits management
- Accounts Payable - Vendor payments, expense reimbursements, late fee prevention, I-9/W-9 documentation
- Accounts Receivable - Invoice tracking, collections processes
- Equity Management - Cap table administration
- Insurance - Workers' comp, liability, D&O/EPLI coverage tracking
Use this checklist to identify operational gaps and ensure your startup has the foundational systems needed for sustainable growth.
.png)
