Due diligence, compliance, onboarding & business tax·20 lists
Set new hires up for success from day one, IT, paperwork, and first-week essentials.
Every supply a professional tattoo artist needs, from machines and inks to hygiene essentials and station setup.
Every product, tool, and consumable a professional esthetician needs, from skincare treatments and facial equipment to hygiene consumables and retail.
Every essential supply to fully stock a home office or workplace, from writing tools and paper to filing, tech accessories, and organisation.
A comprehensive HIPAA compliance checklist covering the Security Rule, Privacy Rule, and Breach Notification Rule: for healthcare providers, health plans, and business associates.
A thorough employee onboarding process improves retention, performance, and engagement. This HR checklist covers everything from pre-boarding paperwork to 90-day check-ins: organized by phase so you never miss a critical step.
Make every new hire feel welcome and set up for success from day one. This new hire checklist ensures HR covers all required paperwork, IT access, training, and onboarding milestones: organized from offer acceptance through the first 90 days.
Whether you're buying a business, acquiring real estate, or making a major investment, thorough due diligence protects you from costly surprises. This checklist covers financial review, legal documents, operational assessment, and property/market factors.
Any business that accepts credit card payments must comply with PCI DSS (Payment Card Industry Data Security Standard). This checklist covers the 12 core PCI DSS requirements in plain language so you can assess and improve your compliance posture.
Small business owners miss thousands in deductions every year. This tax deductions checklist covers every major category of legitimate business write-offs: from home office and vehicle expenses to employee costs, equipment, and professional services.
A step-by-step SOC 2 readiness checklist for B2B SaaS startups pursuing a Type II report under the AICPA Trust Services Criteria (2017, revised 2022). Covers the 5 TSCs, the Common Criteria controls, evidence collection, auditor selection, and a realistic 6-12 month timeline with a $25K-$100K budget.
A practical SOX compliance checklist for CFOs, controllers, and internal audit leaders at US public companies. Covers Section 302 and 404 certifications, the COSO 2013 internal control framework, ITGCs, key process controls, and PCAOB-aligned testing.
A working checklist for late-stage private companies preparing to file an S-1 with the SEC. Covers the 18-24 month runway from decision through pricing and post-IPO reporting, with vendor names, filing deadlines, and accounting standards built in.
A practical Family and Medical Leave Act checklist for employees and HR teams. Walks through 29 CFR Part 825 employer coverage, the 12-month / 1,250-hour eligibility test, qualifying reasons, serious health condition definitions, WHD certification forms, and job restoration duties.
A working GDPR compliance checklist for controllers and processors operating in or targeting the EU. Built around Regulation (EU) 2016/679, EDPB guidelines, and ICO/CNIL guidance. Covers Article 30 ROPA, Article 13/14 notices, Article 35 DPIAs, Chapter V transfers (post-Schrems II), breach notification, and Article 28 vendor agreements with real fine tiers and enforcement precedents.
A working CMMC 2.0 compliance checklist for Defense Industrial Base contractors. Covers Level 1/2/3 scoping, the 110 NIST SP 800-171 Rev 2 controls by family, SSP and POA&M documentation, SPRS self-assessment scoring, C3PAO assessment prep, and the 32 CFR Part 170 Final Rule (Dec 2024).
A practical offboarding checklist for HR and IT managers, covering voluntary and involuntary separations. Built from SHRM, NIST SP 800-53 access control, HIPAA Security Rule, SOC 2 CC6.2, and GDPR Article 17. IT access revocation, equipment return, knowledge transfer, legal/payroll, exit interview, and the 30/60/90-day post-departure audit.
A staged checklist for PMs and PMMs launching a SaaS product or major feature. Built from April Dunford positioning, Marty Cagan product discovery, Lenny Rachitsky launch playbooks, Reforge product marketing, and Product Plan launch templates. Strategy through 90-day retro.
A working checklist for US-based founders launching an LLC or corporation. Covers idea validation, entity selection, state and federal registration, the FinCEN Beneficial Ownership Information (BOI) report under the Corporate Transparency Act, licenses, insurance, funding, branding, operations, hiring, and ongoing compliance. Built from SBA, IRS, SCORE, US Chamber, and state Secretary of State guidance.
HR compliance for a US employer covers a stack of federal laws (Title VII, FLSA, FMLA, ADA, ADEA, OSHA, IRCA), parallel state laws (often stricter), and a payroll and recordkeeping layer underneath. This checklist is built for small to midsize employers (under 500 employees) operating in the US. State-specific items (CCPA in California, paid sick leave in many states, salary transparency laws) are flagged. Cross-check the citations on dol.gov, eeoc.gov, and your state labor department site before relying on this.
