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FISHBOWL

Best Inventory systems.

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PAYCHEX

Best Payroll Software

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SQUARE

Best Payment Processing Service

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QUICKBOOKS

Best Accounting Software

Software / Systems

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The Ultimate Resource to 
Start & Grow Your Business

Access essential tools, foundational guidance, and expert knowledge to build, grow, and sustain a thriving business brought to you by our Business Blueprint Workshop sponsors:
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Business Services

How to Start a Business

Business Education

Business Services to Help You Scale

Discover top tools, software, and trusted service providers—including our Business Blueprint Workshop sponsors—handpicked to help you scale and grow your business. Dive into resources designed to support your business's success!
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SOCIAL MEDIA & MARKETING
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We help your business turn strangers into loyal clients through strategic social media advertising, content marketing, website development, and email campaigns that connect your brand with the right audience for long-term growth.

WEBSITE DESIGN
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WEBSITES & DESIGN

We bring ideas to life, transforming concepts into dynamic visual experiences that leave a lasting impact. Partner with us to elevate your projects to new heights.

Web Designer & Logo Designer
(520) 820-3800
Zakary King
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The Essential 10-Step Plan to Starting Your Business

Get started the right way with essential steps and resources to build a strong foundation for your business. From business plans to securing insurance, find everything you need to launch with confidence!

  • Ask yourself:

    1. What am I passionate about?

    2. What problems can I solve for others?

    3. Is there a demand for this product or service in my community or online?

    Start by brainstorming a business idea that matches your skills, interests, and your market demand.

  • The key elements to include are:

    1. Business concept: What are you selling?

    2. Target market: Who are your customers?

    3. Revenue model: How will you make money?

    4. Basic financial projections:

    Startup costs, sales forecasts, etc.

    Tip Use free templates from: Score.org or SBA.gov

    A simple business plan outlines what your business does, who your customers are, and how you plan to make money. 

  • You can search for business name availability using the Texas Secretary of State website’s portal here

    If you are not using your personal name for the business (e.g., “John Smith”), you will need to file a DBA (Doing Business As) or "Assumed Name" through your county clerk's office.

    Choose a business name that reflects what you do and check its availability. 

  • Option 1: Sole Proprietorship

    The simplest business structure for beginners is a sole proprietorship, which doesn’t require formal registration, but you are personally liable for the business.

    Option 2: LLC

    If you want liability protection, you may opt for an LLC or a Limited Liability Company, which is easy to form and separates personal and business liabilities.

    You can file for you LLC (Limited Liability Company) online through the Security of State by submitting Form 205 and paying a co fee.

    Decide on a business structure

  • 1. Apply for your EIN for free through the

    IRS website here

    An EIN is like a social security number for your business, and it’s needed for tax purposes, especially if you plan to hire employees.

  • 1. Texas doesn’t have a general business license, but depending on your industry, you may need local permits or licenses. Check with your city or county to see what’s required.


    2. For example, food-related businesses may need health permits, while home-based businesses might need zoning permits.

    3. Use the Texas Business Licenses & Permits tool here to identify the permits you need.

    Apply for Business Licenses and Permits

  • 1. Separate your personal and business finances by opening a business checking account. This will make accounting easier and help protect your personal assets.

     

    2. Most banks require your EIN and business formation documents (like your LLC paperwork or DBA).

    Open a Business Bank Account

  • 1. Even if you’re not hiring an accountant right away, tracking your income and expenses is essential.

     

    You can start with simple, free accounting softwares like Wave Accounting or QuickBooks (offer free trials)

    Set Up an Accounting System

  • 1. At a minimum, consider general liability insurance to protect your business from lawsuits. You may also need specific types of insurance depending on your industry (e.g., product liability, professional liability).

     

    2. Shop around for quotes online or through insurance brokers.

    Get Business Insurance

  • You can also:

    1. Build a basic website use simple platforms such as Wix or Squarespace

     

    2. - Set up a free Google My Business profile to attract local customers.

    Start simple by using social media platforms like Facebook, Instagram, or LinkedIn, which are free marketing tools.

ADDITIONAL RESOURCES

  • Business Plan Templates

  • Legal & Regulatory Compliance

    • Free Accounting Software: Recommend free or low-cost accounting tools like Wave Accounting, QuickBooks, and Xero.

    • Tax Compliance: Provide IRS resources for small business taxes, tax filing deadlines, and deductions.

    Financial Management & Accounting

    • Small Business Loans: Information on how to apply for small business loans, grants, and alternative funding (crowdfunding, angel investors).

    • Grant Opportunities: Provide links to resources for small business grants, particularly for women and minority-owned businesses.

    Funding & Capital

    • Free Marketing Tools: Highlight free or low-cost digital marketing tools such as Google My Business, Canva, and Hootsuite for social media management.

    • Marketing Strategies: Guides on creating a marketing plan, social media strategies, and SEO basics.

    Marketing & Branding

    • HR Guidelines and Compliance: Resources on hiring employees, payroll, and labor laws (offer a simple payroll software guide).

    • Employee Benefits and Retention: Provide information on setting up employee benefits, health insurance, and how to retain talent.

    HR & Employee Management

  • Mentorship & Networking

    • Project Management Tools: Suggest easy-to-use, free or affordable project management tools such as Trello, Asana, and Slack.

    • Cloud Storage and Collaboration: Offer recommendations for free cloud storage solutions (e.g., Google Workspace or Dropbox).

    Technology & Productivity Tools

    • Insurance Options: Simple guides on selecting the right insurance (general liability, property, and workers’ compensation).

    Business Insurance

FREE ONLINE RESOURCES

These resources cover a range of small business needs, from financial management and marketing to legal and operational guidance.

Business Education Hub:
Learn From the Experts!

Grow your knowledge with insights from top business experts. Access free resources, recommended books, podcasts, and even connect with experienced mentors to guide you on your journey.

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A free customer relationship management tool that helps small businesses organize and track sales, manage leads, and grow customer relationships.

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Allows you to list your business on Google Maps and Search, making it easier for local customers to find you. It’s free and can significantly boost visibility.

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Provides information on tax-related topics, such as employment taxes, self-employment taxes, and tax credits available to small businesses.

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Provides resources, webinars, and articles on everything from starting a business to managing taxes. They also offer free toolkits.

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A non-profit that provides free mentoring and educational resources for small business owners. Their website offers webinars, business templates, and free one-on-one business counseling.

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Offers free business guides, loan information, and templates for writing business plans. They also have local Small Business Development Centers (SBDCs) providing free consulting.

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Provides free resources and guides for intellectual property protection, patent filing, and trademarks.

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Offers free trials and some free courses on business skills, marketing, and management to help small business owners develop professionally.

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The free version allows you to manage up to three social media accounts from one dashboard. You can schedule posts and track social engagement.

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A comprehensive toolkit offering free resources on starting, scaling, and managing businesses, with templates for financial models, pitch decks, and marketing strategies.

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A free accounting software that includes invoicing, accounting, and receipt scanning, ideal for small businesses needing basic financial tracking.

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Offers free templates for creating marketing materials such as social media posts, flyers, brochures, and presentations.

Book Recommendations
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PODCASTS
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Thanks to Zakary King + Success Marketing for designing and developing this Resource page as a contribution.

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BANKING SERVICES
Lone Star National Bank 
956-984-2440

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