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10+ Small Business Checklist Templates in Google Docs | Word | Pages | PDF | XLS

A small business checklist is a checklist that helps you check whether the essentials and needfulls are done. It lays down the tasks and responsibilities and you can keep a check on those with the help of the checklist. It will help you in making the works done on time and get away from the pending hours. If you need to make such a checklist, don’t worry. Just refer to the checklist templates designed for you.

Checklist Template Bundle

checklist template bundle 788x510
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5 Steps to Make a Small Business Checklist

Step 1: Make a Business Plan

At the very first you need to make a business plan. The plan can be a simple business plan, a comprehensive business plan, or a professionally written business plan. Based on your goals and you might choose any of the plans, as it suits your business.

Step 2: Obtain License and Permits

On the kind of business that you are, you will be required to have a federal license or permit. These will be useful for your business.

Step 3: Define the Goals

You need to know the goals of your business or startup. Make the visions clear. According to the planned ore the blueprint that you have made, the goals and aims will be decided.

Step 4: Assign Responsibilities

Assign the responsibilities to the employees. Based on the competency and the diligence of the employees, you need to assign them responsibilities. Select new candidates through the proper processes and assign them to work appropriately too.

Step 5: Monitoring

When you are done with other steps, here is the final step that you need to do. This final strep will require to make the revision and the evaluation [properly. Check whether you have missed out on any important topic. If yes make the edits and additions at an instant.

10+ Small Business Checklist Templates

1. Marketing Checklist for Small Business Template

marketing checklist for small business template
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  • Google Docs
  • Word
  • Pages

Size: A4 & US

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If you want to make a small business marketing checklist, then this is the template that you can choose. It includes the strategies and the notes against it. We have this well-formatted and well-structured template designed for you so that you can make this checklist in a jiffy. Check out this checklist template in Word and customize it accordingly.

checklist small business legal compliance inventory template
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  • Google Docs
  • Word
  • Pages

Size: A4 & US

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If you need to make a checklist for small business, like a legal compliance inventory, here is the template. It has sections for the government filings, employment, laws, and a section to mark the check against it. With this template, you can easily and conveniently design the checklist. This checklist template in Pages is easily editable and printable.

3. Small Business Tax Checklist Example

small business tax checklist examplecspcpa.com
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  • PDF

Size: 275.2 KB

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If you need to make a small business tax checklist, here is a sample that you can refer to. You can check the income, cost of goods sold and expenses with the help of this template. To make a checklist like this, you can check this PDF formatted document and easily make a checklist in PDF format.

4. Small Business Checklist Format

small business checklist formatridemetro.org
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  • PDF

Size: 230.1 KB

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If you want to make a small business checklist for metro certification/recertification you can look at this sample. It will provide you with all the references that you will require while making the checklist. It is available in PDF format for you. You can also look up to the free checklist in Pages.

5. Small Business Expense Checklist Template

small business expense checklist templatekellychristianandcompany.com
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  • PDF

Size: 149.4 KB

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For you to make a small business expense checklist, you need not take any help from anyone but this sample. This is an example that includes the format and the essentials of a small business expense checklist. Download the given sample and design the checklist in the least time possible just like the way you make a business checklist.

6. Small Business Startup Checklist Example

small business startup checklist examplewbarlincpa.com
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  • PDF

Size: 16.8 KB

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If you are a small business startup, and you need to make a checklist to ensure the early tasks and activities that a startup is made to perform, then here is an example that you can refer to. It will help you to make the checklist in a proper format and structure. Download this PDF sample and get a startup checklist designed in a jiffy.

7. Small Business Tax Checklist in PDF

small business tax checklist in pdfkeystonecpa.com
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  • PDF

Size: 78.0 KB

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To make a tax deductions checklist, here is a sample format that you can take references from. You can elaborate thoroughly about the tax deductions. In case if you are making it for the first time you can take this as a guide and design it in an instant. Download the PDF file and create the checklist just like an employee checklist.

8. Small Business Checklist Template

small business checklist templatestauntonfund.org
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  • PDF

Size: 88.6 KB

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While you are preparing to make a small business, you have to keep a check on whether you have performed the assigned responsibilities properly. For that, if you wish to make a checklist for establishing the small business, then you can consider referring to this given sample. Download this file format and design the checklist in a jiffy just like a meeting checklist.

9. Small Business Checklist Example

small business checklist exampletimkelly.com
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Size: 872.9 KB

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If you need to make a small business checklist for a particular tax year, then here is the reference material you can use. You will be able to include the gross income and the cost of goods sold in that particular tax year. You will be able to make the checklist appropriately if you have this sample by your side. Just like a strategic planning checklist, design this in an instant too.

10. Small Business Startup Checklist in PDF

small business startup checklist in pdfharrisburgnc.org
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  • PDF

Size: 135.7 KB

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If you need to make a small business startup checklist, then here is the sample for your reference. It will give you a proper guide to managing the tasks and responsibilities So, download this PDF file format and get your job of designing the checklist done in an instant. You can also refer to the free checklist in Word.

11. Small Business Checklist in XLS

small business checklist in xlshybridbizadvisors.com
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  • XLS

Size: 457 KB

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