Business annual checkup

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Checklist for year end or year-beginning business planning and review.

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Business annual checkup

  1. 1. Business Annual Checkup January 2, 2014 Bennet Kelley
  2. 2. Corporate Status From Inc. to Dba’s • Do you operate under any type of corporate charter? If not why not? • Are you in good standing? • Make sure you have filed requisite Statement of Information and/or Annual Report forms. • Check status of d/b/a’s • Check status of city or other locality business licenses or similar requirements.
  3. 3. Board and Shareholder Meetings and Resolutions • Have or document annual board and shareholders meetings? • Review corporate activities and draft resolutions for any activity requiring approval. • Make sure all share issuances have been authorized and approved.
  4. 4. Intellectual Property New or Expiring • Check for expiring domains • Check trademark status • Any new intellectual property acquired or developed? • Conduct a search for potential infringement by third parties?
  5. 5. Business Operations Contracts and Websites • • • • • Review your website. Is the information current? Review your privacy policy with your web administrator to see if still current. Update copyright notices and contact us pages. Review your standard agreements for whether they need to be tweaked based on past experience (positive or negative) Are any significant contracts expiring or up for renewal. Plan your strategy now.
  6. 6. Risk Management Planning for the Worst • Check insurance policies Do you have cyber insurance? • Check data backup procedures. • Evaluate your security (online and offline) • Do you have a data breach plan or policy?
  7. 7. Employment Policies and Compliance • • • • • Update employee notices/posters Get employees to reaffirm adherences to Employee Handbook and Confidentiality Agreement Make sure you have policies in place re Social Media and Using your own Devices Get update on new laws taking effect and update policies Is your industry regulated? Determine how familiar employees are with requirements or how long since there has been training.
  8. 8. Finances A/R and More • Determine if any of your receivables need further action to collect • Work with your accountant on tax planning and year end financial statements

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