Building an Agency From the Ground Up
- Resources -

1

Develop Your Business Plan

• Business Plan Outline - http://byregina.com/fbp

• Business Plan Tutorial - https://www.youtube.com/watch?v=CMxQ4KV-4hI

3

Create a Budget

Click below for a free budget worksheet.

4

Make It Official

*Please note these links are for California businesses.

• See if your business name is free - https://www.businesssearch.sos.ca.gov/

• Reserve your business name - https://www.bpd.cdn.sos.ca.gov/corp/pdf/name-reservation-request-form.pdf

• Register - https://www.sos.ca.gov/business-programs/business-entities/forms/

• Check if you need a license - https://www.SBA.gov/licenses-and-permits 

• Get an EIN number - irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online

5

Find Your Clients

• Customer management software - https://hubspot.com/

6

Establish a Workflow

• Contract help - https://www.and.co

• Project management - https://www.monday.com or https://www.thrive.co

• Free time tacker- https://www.toggl.com

7

Taxes & Expenses

• Expense Categories - https://www.irs.gov/pub/irs-pdf/f1040sc.pdf

8

Assessment

• Deciding where to spend your time - https://www.startupschool.org/videos/76