» Annual Checklist – Is Your Business Up To Date?
Annual Checklist – Is Your Business Up To Date?
Download the Annual Checklist pdf.
- Secretary of State Status. Go to http://in.gov/sos/businessservices
- When are your annual fees due?
- Are you a corporation?
- When did you last hold an annual shareholder meeting?
- Do you need to schedule a new one?
- If so, when will your meeting be held?
- Who will send notices to the shareholders?
- Who will take the minutes of the meeting for the corporate record book?
Insurance – What are your renewal dates?
- Commercial general liability policy
- Workers compensation
- Premises liability
- Errors and omissions or professional malpractice
- New client process: Do you need to add anything to the process to protect your ability to be paid in a timely fashion? Do you need terms and conditions for a purchase? Do you need to use or update a contract?
- Are you pricing your services appropriately?
- When was the last time your professional photo was taken for LinkedIn, your website and your marketing materials? Do you need to schedule a session for a new one?
(c) KJD Legal 2014