This document provides a checklist for setting up a new company. It outlines key steps such as choosing a business name and structure, obtaining tax IDs, setting up banking and financing, developing marketing materials, establishing bookkeeping processes, getting insurance, and joining business groups. For government contractors it recommends obtaining certifications, registering on bidding sites, developing capabilities statements, setting up teaming partners, and attending networking events to help market the business and find contracting opportunities.

1. New Company Setup Checklist
Aaron C. Sams, PMP, MCM (USAF Vet).
President – Sams Contracting Consulting and Training
4063 East Houston St San Antonio TX 78220
P:210-788-1034
aaron@samscct.com www.samscct.com
COMPANY INFORMATION
Company name:
Address:
Telephone number:
Brief Description
CHECKLIST NOTES
Choose Business Name and Organizational Structure
(i.e. Sole Prop, Partnership, LLC, Corporation):
Obtain EIN/Tax ID Number:
Establish Business Bank Account & Apply for
Financing (consider an SBA Approved Lender):
Complete a draft of your company’s business plan to
outline your business model, to articulate your
marketing and management plan, to conduct market
research on your industry, to identify your short and
long term company goals, and to determine the amount
of financing needed to start your business (contact
Aaron Sams for assistance). Apply for financing if
needed.
Establish Marketing Materials – Purchase Domain
Name, Establish Company Email Accounts, Develop
Website, Brochures, Flyers, Business Cards,
Embroidered Shirts/Items, etc.
Establish Internal Bookkeeping Processes and
Software or Hire a Bookkeeping Firm To Track
Revenue/Expenses:

2. Establish Internal HR Processes (Employee Handbook,
Payroll Administration, Job Descriptions/Proposed
Wage Scales, Employment Applications, etc., or Hire a
HR Consulting Firm To Handle These Functions.
Secure Commercial Real Estate and Complete Interior
& Exterior Finish Out/Remodeling (If Needed):
Recruit and Hire Employees As Needed:
Purchase and Obtain General Liability Insurance and
Other Insurance Coverage As Needed:
Join a Chamber of Commerce, Trade Organization, or
Networking Association to Promote Your Company:
Market/Promote/Advertise Your Business For At Least
Two-Three Months Before Grand Opening:
Open For Business!
NEXT STEPS FOR GOVERNMENT CONTRACTORS
Apply For Duns Number/Complete SAM Registration
*Obtain Local Certifications Through The SCTRCA
Once obtained, register on each agency’s website as a
vendor. www.sctrca.org
*Automatically converts to State HUB Certification if
certified as either a MBE or WBE
Register On The Centralized Master Bidders List To
Receive State Opportunities - $70/yr
(www.window.state.tx.us/procurement/)
Develop Capabilities Statements For Marketing
(one for federal agencies, one for non-federal agencies)
Establish Relationships With Teaming Partners/Subs
Begin Setting Up Introductory Meetings With Agency
Small Business Reps For Marketing Purposes
Attend Networking Events/Conferences/Training, etc.
Begin searching for opportunities and preparing
proposal responses.
Local Agencies: Each Agency’s Website
State Agencies: http://esbd.cpa.state.tx.us/
Federal Agencies: www.fbo.gov