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Small Business Checklists

Whether you are starting or growing a business, running that business can be a challenging experience. Our small business experts have created checklists to guide your way. View the checklists below. Also view an example of how one customer grew her small business with help from Citizens Bank.

View customer success story

Starting a small business

Starting a small business can be overwhelming; it's hard to know where to begin. There are a lot of steps to take and decisions to make. We're here to help. Our list of tips for starting a small business can help you get started, and our Business Service Professionals are always available at branches near you to provide further direction and support every step of the way - from the concept to cash management.

Start a Business Checklist (pdf)

Managing your business

Every business has changing needs. It's never too late to start asking yourself important questions about your small business management. Take the following into consideration and use this information as a guide to make sure you're planning ahead for a secure future.

Managing Your Business Checklist (pdf)

Growing your business

Now that you're running a business, take a second to notice where you are in the life cycle. Are you experiencing growth? Going through a slowdown? Adjusting to your own growth cycle often means new expenses and changing needs. Take the following questions into consideration to make sure you're poised for effective expansion.

Growing Your Business Checklist (pdf)



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