Company workshop
Useful tools without fake automation.
These tools organize your answers, expose gaps, and create files you control. They do not claim to file forms, monitor agencies, send reminders, or replace professional judgment.
Quarterly review
10 questionsLLC health check
This is an operating-system check, not a score of legal protection. Answer based on evidence you could find today.
1. Company and personal money are separateAccounts, expenses, owner transfers, and reimbursements are classified and documented.
2. The books are current and reconciledBank, card, payroll, receivables, payables, and owner balances agree with support.
3. The operating agreement matches realityOwners, percentages, authority, decisions, economics, and exit rules are current.
4. Every government obligation is on one calendarState reports, taxes, licenses, payroll, sales tax, and local renewals have owners and sources.
5. Consequential decisions are documentedMajor contracts, loans, owner payments, accounts, assets, and changes have written approval.
6. Executed contracts are organized and trackedSigners, renewal dates, termination terms, insurance, guarantees, and key obligations are visible.
7. Insurance reflects current risksCoverage was reviewed after changes in people, services, products, locations, assets, vehicles, or data.
8. Licenses and permits are currentFederal, state, professional, county, city, and activity-specific requirements were checked.
9. Financial and company records are protectedAccess is limited, multifactor authentication is used, and backups and recovery are tested.
10. Recent changes reached every affected recordState, tax, bank, insurance, licenses, contracts, ownership, authority, and payroll agree.
10 unanswered
Recurring operating rhythm
.ICS exportAnnual LLC calendar
Enter dates you have verified, then combine them with monthly and quarterly company reviews. llc.how does not guess state or tax deadlines.