Checklists for operations.
15 pre-built operations checklists, each one ready to seed into your workspace and edit.
Start from a blank template and add the steps that fit your business, then let your AI coaches review your plan.
Figure out what legal help you actually need, vet and hire the right small business lawyer, and control costs with clear scope and smart preparation.
Choose between a CPA, an EA, and a bookkeeper, hire with confidence, and build a quarterly rhythm that catches tax savings before deadlines hit.
Search, tour, and negotiate commercial space with a written budget and zoning checks, so the lease you sign supports the business instead of strangling it.
Set up QuickBooks Online the right way once: bank feeds, rules, invoicing, and a monthly routine that keeps your books clean without a bookkeeper on payroll.
Get Xero configured for clean books from day one: bank feeds, a tidy chart of accounts, Hubdoc receipts, and a daily reconcile habit that never lets a backlog build.
Turn your skills into a freelance business that pays, from first clients and pricing to contracts and steady income.
Get your food truck from idea to first service day, covering permits, equipment, menu, and the spots that sell.
Open a salon that stays booked, from location and licenses to chairs, staffing, and the marketing that fills the calendar.
A clear path to opening your first restaurant, from concept and licenses to build out, staffing, and opening day.
Open the right business bank account, route every dollar through it, and build the bookkeeping and tax habits that keep your finances clean from day one.
Start a cleaning business and land recurring clients, from services and pricing to supplies, staffing, and bookings.
Build a landscaping business with steady seasonal income, from equipment and licensing to pricing and repeat clients.
Start a moving company with the right truck, permits, and pricing, plus the marketing that keeps the calendar full.
Turn your camera into a paying photography business, from gear and pricing to a portfolio and your first booked clients.