I need to do something

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Galaxy Holdings · I need to do something

Runbooks

Pre-built, deterministic checklists for common founder tasks. Pick one and the system renders a per-company markdown copy into the generated folder; each step lists the documents you need and the local templates that fit.

Back to company

  • 8 step(s)

    Register a new LLC

    Form a new US limited liability company end-to-end: name search, formation filing, EIN, operating agreement, registered agent, BOI report.

  • 5 step(s)

    Hire a US-based 1099 contractor

    Engage an independent contractor in the US, capture the right tax forms, and execute the agreement.

  • 4 step(s)

    Engage an outside consultant or advisor

    Sign on an advisor or consulting firm with a retainer or capped-hour arrangement.

  • 5 step(s)

    Run annual compliance + tax filings

    Year-end checklist for a US LLC: annual report (state), federal tax return, owner K-1 or Schedule C, 1099 issuance, and minutes.

Step-by-step preview

Register a new LLC — 8 step(s)
  1. Choose state and check name availability — Pick the formation state (Delaware, Texas, and your home state are the common choices). Search the Secretary of State business name database for an exact and confusingly-similar match. Reserve the name if you cannot file immediately.
    Documents: Name search results screenshot, Name reservation receipt (if applicable)
  2. Appoint a registered agent — You need a registered agent with a street address in the formation state for service of process. Use a commercial registered agent service (Northwest, Harbor Compliance) unless you have a presence in-state.
    Documents: Signed registered agent consent or service contract
  3. File Certificate of Formation / Articles of Organization — Submit the formation document to the Secretary of State (online portal in most states). Pay the filing fee. Receive the stamped certificate.
    Documents: Stamped Certificate of Formation, Filing receipt
  4. Obtain an EIN from the IRS — File Form SS-4 online (or by fax/mail for foreign founders). The EIN issues immediately for US founders with an SSN/ITIN. Save the IRS confirmation letter (CP575).
    Documents: IRS Form SS-4 confirmation, EIN approval letter (CP575)
  5. Adopt an operating agreement — Even single-member LLCs benefit from a written operating agreement (asset protection in court, bank account opening). Document membership, management, capital contributions, distributions, transfer restrictions, dissolution.
    Documents: Executed Operating Agreement
    ⚠ Double-check this step carefully.
  6. Open a business bank account — Bring the stamped Certificate of Formation, EIN letter, Operating Agreement, and government ID. Use the bank account exclusively for company funds to preserve the LLC liability shield.
    Documents: Bank account opening packet, Initial deposit receipt
  7. File Beneficial Ownership Information (BOI) report — Most US LLCs must file a BOI report with FinCEN within 30-90 days of formation. Identify beneficial owners (≥25% ownership or substantial control). Re-file on any change.
    Documents: FinCEN BOI confirmation
    ⚠ Double-check this step carefully.
  8. Set tax classification (S-corp election etc.) — Default LLC tax treatment is disregarded (1 owner) or partnership (2+ owners). File Form 2553 within 75 days if electing S-corporation treatment. Discuss with a CPA before electing.
    Documents: IRS Form 2553 acceptance letter (if elected)
    ⚠ Double-check this step carefully.
Hire a US-based 1099 contractor — 5 step(s)
  1. Confirm worker classification — Verify the engagement is genuinely a contractor relationship (independence, project-based scope, contractor's own tools/process). Misclassification triggers backpay + employment tax liability.
    Documents: Classification checklist or memo
    ⚠ Double-check this step carefully.
  2. Collect Form W-9 — Before the first payment, collect a signed IRS Form W-9 from the contractor (or W-8BEN/W-8BEN-E if foreign). Keep on file for the 1099 cycle.
    Documents: Executed W-9 (or W-8BEN/W-8BEN-E)
  3. Execute the contractor agreement — Use the bundled Independent Contractor Agreement template with the deal-specific scope, rate, and term. Make sure work-for-hire and confidentiality clauses are present.
    Documents: Executed Independent Contractor Agreement
    Local templates: independent_contractor_agreement
  4. Set up payment cadence — Confirm invoice frequency, payment method, and net-30 (or as agreed). Track per-contractor year-to-date for the 1099 threshold ($600).
    Documents: First paid invoice
  5. File 1099-NEC at year end — Issue 1099-NEC to the contractor and file with the IRS by January 31 for any contractor paid ≥$600 in the calendar year. Most accounting systems will generate these from the W-9 + paid invoices.
    Documents: Filed 1099-NEC copies
    ⚠ Double-check this step carefully.
Engage an outside consultant or advisor — 4 step(s)
  1. Scope the engagement — Write a one-paragraph summary of what the consultant is being hired to do, the outcome the company wants, and how success will be measured.
    Documents: Engagement scope memo
  2. Sign a mutual NDA before sharing materials — Use the Mutual NDA template before sharing financials, customer lists, or strategy. Term: 2-3 years.
    Documents: Executed mutual NDA
    Local templates: mutual_nda
  3. Execute the consulting agreement — Use the Consulting Agreement template. Fix fee structure, expected hours/month, term, and the IP carve-out for the consultant's pre-existing tools.
    Documents: Executed Consulting Agreement
    Local templates: consulting_agreement
  4. Collect W-9 and set invoice cadence — Mirror the contractor flow: W-9 before the first payment, monthly invoicing, 30-day net terms.
    Documents: Executed W-9, First paid invoice
Run annual compliance + tax filings — 5 step(s)
  1. Annual report / franchise tax — Most states require an annual or biennial report and/or franchise tax. Texas: Public Information Report + Franchise Tax (No Tax Due if under threshold). Delaware: $300 franchise tax due June 1. Check your state's portal.
    Documents: Filed annual report, Franchise tax receipt
  2. Compile bank and contractor totals — Pull bank statements for the full year, reconcile to bookkeeping, total payments to each vendor/contractor. Identify any party that crossed the $600 1099 threshold.
    Documents: Year-end bank statements, Vendor-totals spreadsheet
  3. Issue 1099-NECs — Generate 1099-NEC for each contractor over the threshold. Deliver to recipient by January 31; file with IRS by January 31.
    Documents: Filed 1099-NEC copies
    ⚠ Double-check this step carefully.
  4. File federal return — Single-member LLC: Schedule C with personal Form 1040. Multi-member: Form 1065 + K-1s by March 15. S-corp election: Form 1120-S + K-1s by March 15.
    Documents: Filed federal return, K-1s issued (if applicable)
    ⚠ Double-check this step carefully.
  5. Record annual member/manager resolutions — Document the year's material decisions (distributions, manager appointments, major contracts) in written resolutions. Keep with the minute book.
    Documents: Signed annual resolutions