LLCThe LLC Guidewith Chris Jackson, Esq.Free LLC Checklist

Step 5 of 7

Set Up the LLC After Approval

Turn the state filing into a functioning company with the right documents, tax account, bank account, funding and initial records.

YOUR GOAL FOR THIS STEP

You will have an ordered post-approval sequence and know which setup items require more attention.

What to work through

Four decisions, in a sensible order.

Use these as a checklist while you watch the video and review the stage. Open a separate guide only when you want more detail on that issue.

  1. 01
    Operating agreement
  2. 02
    EIN and tax setup
  3. 03
    Separate business bank account
  4. 04
    Initial funding and company records

Go deeper when needed

Choose only the guide that fits your situation.

What to do after forming

Follow the complete post-approval sequence.

Open guide →
Operating agreement guide

Compare free, template and attorney-drafted options.

Open guide →
How to obtain an EIN

Understand when and how to apply.

Open guide →
Open an LLC bank account

Review the banking setup and Chris's preferred online option.

Open guide →
Fund and document the LLC

Classify and record owner contributions, loans and other funds.

Open guide →
CONTINUE THE ROADMAP

Ready for the next step?

Next: Operate the LLC properly →

Educational information. The Roadmap provides general education and does not replace legal, tax or financial advice for your circumstances.