The six numbers on the left are yours to set. Everything on the right reads the CHECKLIST tab.
WHERE YOU ARE
Tasks on the list—
Done—
Still open—
Percent complete—
WHAT IT HAS COST
SPENT SO FAR—
Estimated cost of what is left—
PROJECTED TOTAL TO GET OPEN—
Budget left right now—
Budget minus the projected total—
Done tasks: over or under estimate—
WHERE THE MONEY WENT
Registration—
Tax & IDs—
Licenses—
Banking—
Insurance—
Brand & web—
Tools & space—
Getting paid—
THE COST NOBODY WRITES DOWN
Your hours, valued—
Cash spent plus your time—
ONCE YOU ARE OPEN
Year one running costs—
First year, all in—
Invoices your size to cover setup—
The Checklist
Work down it. Set the Status, type the real cost, and the running total takes care of itself.
Task
Category
Status
Est. cost
Actual cost
Running total
Over / under
Date paid
Notes
1
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2
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3
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4
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5
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6
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7
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8
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9
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10
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11
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12
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13
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14
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15
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16
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17
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18
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19
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20
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21
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22
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23
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24
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25
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26
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27
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28
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29
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30
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31
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32
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33
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34
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35
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36
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37
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38
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39
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40
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Where that leaves you
—
Want it as a spreadsheet you own?
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Small Business Startup Checklist — the full workbook
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Educational estimates only. These calculators and workbooks do the arithmetic on the figures you enter; they are general-purpose tools, not financial, investment, tax, legal, lending, insurance or construction advice, and no result is a quote, an offer, or a guarantee of any outcome. Results depend entirely on your inputs and assumptions. Verify anything you intend to rely on with a licensed professional — a CPA, attorney, lender, licensed contractor, or your own agent. WorkbookBarn and Marcos Gil accept no liability for decisions made using these tools. Marcos Gil is a licensed Kentucky real estate agent (License No. 296259) and is not a lender, CPA or attorney.