New Business Owner Checklist
Starting a business shouldn’t feel overwhelming. This step-by-step checklist walks you through everything you need to set up your business the right way — from choosing your structure and opening your bank account to getting tax-ready and developing real CEO habits.
Whether you’re a new entrepreneur or finally getting your business organized, this guide helps you stay compliant, confident, and clear about what comes next.
✅ Covers formation, finance, and tax essentials
✅ Designed by a real bookkeeper + tax strategist
✅ Instantly downloadable PDF — keep it forever
✅ Perfect for startup owners, side hustlers, and new LLCs
Policy
Digital Product Policy
All digital downloads, including PDFs, templates, spreadsheets, and other materials sold through Roots & Rise Solutions, are delivered electronically and made available immediately after purchase. No physical items will be shipped.
By purchasing this digital product, you acknowledge that you have read, understood, and agree to these terms.
License & Usage
Your purchase provides one (1) non-transferable, non-exclusive license for personal or business use only.
You may:-
Download and save the file for your personal or business use
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Print copies for your own records
You may not:
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Share, resell, reproduce, or distribute this file in any form
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Rebrand or claim the material as your own
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Upload or make it available on any public or private platform for others to access
Violating these terms may result in legal action and termination of access to future purchases.
Refunds & Exchanges
Due to the digital nature of this product, all sales are final.
Once payment is processed and the file is available for download, no refunds, returns, or exchanges will be issued under any circumstances — including accidental purchase, lack of understanding of the product, or change of mind.Please review the product description carefully before completing your purchase. If you have questions prior to buying, email rachel@rootsandrise.solutions for clarification.
Download Access
Upon completing your purchase, you will receive immediate access to your digital file. Please download and save your file to your device promptly.
Roots & Rise Solutions is not responsible for lost files, download issues, or expired links once the file has been successfully delivered.Payment & Billing
All payments are securely processed through the payment gateways available on our website. By purchasing, you authorize Roots & Rise Solutions to charge your selected payment method for the full amount of your order, including applicable taxes or fees.
Intellectual Property
All content, branding, logos, and materials provided within this product are the intellectual property of Roots & Rise Solutions, LLC.
Unauthorized use, duplication, or distribution is strictly prohibited and may result in legal consequences.Disclaimer
This checklist and any accompanying materials are provided for educational and informational purposes only.
They do not constitute legal, financial, or tax advice.
Purchasing this product does not create a client or advisory relationship with Roots & Rise Solutions. Always consult with a licensed tax, accounting, or legal professional regarding your specific situation.Updates & Modifications
Roots & Rise Solutions reserves the right to update, modify, or discontinue this product at any time without notice. If updates are made to the product you purchased, access to updated versions is not guaranteed unless explicitly stated.
Customer Support
If you experience any technical difficulties accessing your download, please email rachel@rootsandrise.solutions within 7 business days of purchase. Include your order number and a description of the issue.
Support inquiries will be handled during normal business hours, Monday–Thursday, 9AM–4PM EST.Agreement
By purchasing, downloading, or using this product, you acknowledge that you have read, understood, and agreed to these terms and conditions in full.
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