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Cleaning Business Startup Checklist
Use this checklist to get the legal, insurance, money, and first-client work done in the right order.
Legal
Business structure chosen
EIN filed
State registration filed
DBA registered if needed
Operating agreement drafted
Any local license checked
Insurance
General liability policy bound
Workers' comp policy active
Commercial auto policy reviewed
Bond purchased if needed
COI ready for commercial work
Policy renewal dates logged
Money
Business bank account opened
Business credit / debit card issued
Accounting tool chosen
Invoicing tool chosen
Basic chart of accounts set up
Tax folder / bookkeeping cadence set
Page 2 of 2
Operations + First 30 Days
Use this page to turn the setup work into an operating business.
Operations
Supplies sourced
Equipment list complete
Vehicle ready for service
Uniform / branding decided
Pricing sheet drafted
Client intake process ready
Marketing
Google Business Profile claimed
Website or landing page live
Referral ask ready
Neighborhood / local listing plan chosen
Review request script written
Service area defined
First 30 Days
First client booked
Pricing tested on real jobs
First review collected
Payroll set up if hiring
Follow-up system working
Next quarter priorities listed