Photo of Betty Yee with city of San Francisco in background. The great seal of the state of California.

TOOLKIT FOR SMALL BUSINESSES

This toolkit offers a vast number of resources available to equip small businesses with the tools necessary to start, run, and grow your business.

STARTING YOUR BUSINESS

Business plans, financing, permits and licenses, filing and reporting requirements.

FROM THE BUSINESS IDEA TO THE BUSINESS PLAN

Association for Enterprise Opportunity
Directing aspiring homeowners to a local micro enterprise development agency.
www.microenterpriseworks.org

Entrepreneurship
Providing resources covering many topics of interest to entrepreneurs, including starting and growing a business, and supporting entrepreneurship. The Kaufman Center for Entrepreneurial Leadership hosts this site.
http://www.entrepreneurship.org/

Department of Housing and Urban Development (HUD)
Tax benefits may be available to you to open, expand, or relocate your business in a HUD Empowerment Zone, an Enterprise Community, an Urban Renewal Community, or a Rural Community.
www.hud.gov

My Own Business: A Free Internet Course on Starting a Business
This 12-session course is intended for both start-up and already operating businesses. The site is fully interactive with audio sound bytes, quizzes, feedback, and a tool to create a business plan.
www.myownbusiness.org

Small Business Development Centers (SBDC) of Northern California
These SBDCs help businesses start, manage, and grow.
http://norcalsbdc.org/

U.S. Small Business Administration
Programs and services to help small businesses start, grow, and succeed.
www.sba.gov

HOW TO FINANCE YOUR BUSINESS

TMC Development Working Solutions
Serving start-up and existing business throughout the nine San Francisco Bay Area Counties, TMC is a nonprofit organization that provides underserved micro entrepreneurs with access to capital and resources needed to start or grow a business.
www.tmcworkingsolutions.org

U.S. Small Business Administration
Provides a number of financial assistance programs for small businesses.
www.sba.gov/services/financialassistance

FORMS OF OWNERSHIP, LICENSING, TAX REQUIREMENTS, AND LOCAL PERMITS

CalGOLD
Offers direct Internet links and contact information to state, local, regional, and federal permitting authorities for more information.
www.calgold.ca.gov/

California Business Portal
How to start and operate a business in California, file business taxes, get a business license, and much more.
http://www.business.ca.gov/Home.aspx

Department of Consumer Affairs
Offers licensing for more than 200 business and professional categories such as the medical and financial professions.
www.dca.ca.gov or 800-952-5210

Department of Social Services
Licensing for non medical community-care business, child care, and senior home care.
www.dss.cahwnet.gov/cdssweb/default.htm

California Public Utilities Commission
Licensing for limousines, shuttles, etc.
www.cpuc.ca.gov/puc or (415) 703-2063

California Tax Service Center
Providing federal and state resources for information and online filing, and other assistance for small business.
www.taxes.ca.gov/

Internal Revenue Service (IRS)
Find it fast at the Small Business and Self-Employed Tax Center.
www.irs.gov or 800-829-4933

Franchise Tax Board (FTB)
State income tax requirements by business entity type.
www.ftb.ca.gov or 800-852-5711

Board of Equalization (BOE)
Sellers permit application, sales and use taxes, special taxes and fees, and property tax administration.
www.boe.ca.gov or 800-400-7115

Employment Development Department (EDD)
State payroll tax services and information.
www.edd.ca.gov or 888-745-3886

Secretary of State
Find information and forms for business entities, name availability and more.
www.sos.ca.gov/business/

LOCAL

City Business License Tax Office
Visit the website of the local government in which the business is located for information about local taxes, business licenses and permits, and wage ordinance. Find your local city business license tax office.

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OPERATING AND GROWING YOUR BUSINESS

Marketing, contracting opportunities, recordkeeping, reporting and paying taxes, and more.

MARKETING/GROWING

U.S. Small Business Administration
Programs and services to help small businesses start, grow, and succeed.
www.sba.gov

Small Business Development Centers of Northern California
Helping businesses start, manage, and grow.
http://norcalsbdc.org/

CONTRACTING OPPORTUNITIES

Department of General Services
Learn how to become a Small Business (SB) and Disabled Veteran Business Enterprises (DVBEs). Becoming CA certified SB/DVBE can lead to many contracting opportunities.
www.dgs.ca.gov/

REPORTING AND PAYING TAXES, AND RECORDKEEPING

Internal Revenue Service (IRS)
Better Business through better records. Learn the importance of recordkeeping and how it can actually save you money.  Learn how to develop a successful recordkeeping system, what to keep and for how long.
www.irs.gov/businesses/small or 800-829-4933

Franchise Tax Board (FTB)
Information about state income tax and business entities.
www.ftb.ca.gov or 800-852-5711

Board of Equalization (BOE)
Sellers permit application, sales and use taxes, special taxes and fees, and property tax administration.
www.boe.ca.gov or 800-400-7115

Employment Development Department (EDD)
State payroll tax services and information.
www.edd.ca.gov or 888-745-3886

California Tax Service Center
Sponsored by the California Federal State Partnership, the partnership of tax agencies includes the Internal Revenue Service, Board of Equalization, Employment Development Department, Franchise Tax Board, and Internal Revenue Service.
www.taxes.ca.gov

California Business Portal
Provides state and federal resources for starting a business, getting a license or permit, registering as an employer, paying taxes online and more.
http://www.business.ca.gov/Home.aspx

TECHNICAL ASSISTANCE

SBDC Technology Advisory Program (TAP)
Obtain free and low cost consulting, training, and tools to entrepreneurs and business owners from Silicon Valley, the greater San Francisco Bay Area, and rural Northern California.
http://sbdctap.org/

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CLOSING YOUR BUSINESS

Selling or discontinuing your business.

Internal Revenue Service (IRS)
There is more involved in closing your business than just locking the doors. Small Business and Self-Employed Tax Center provides procedures for getting out of business, including what forms to file and how to handle additional revenue received or expenses you may incur.
www.irs.gov or 800-829-4933

Franchise Tax Board (FTB)
Information about closing a business entity in California.
www.ftb.ca.gov/ or 800-852-5711

Board of Equalization (BOE)
You must let the BOE know in writing of your intention to close or sell your business. You may satisfy this requirement by providing the information requested on Form BOE-65, Notice of Close-Out, and returning the completed form, your permit, and other required documentation to the office that handles your account.
www.boe.ca.gov or 800-400-7115

Employment Development Department (EDD)
Information for California taxpayers who are making changes, closing or selling their business.
www.edd.ca.gov or 888-745-3886

Secretary of State (SOS)
Business entities registered with the California SOS can dissolve, surrender, or cancel their businesses. Find termination forms, samples and fee information.
www.sos.ca.gov/business/

Small Business Assistance Center
Sponsored by the California Tax Service Center, this site guides taxpayers to the forms and services they need.
www.taxes.ca.gov/Small_Business_Assistance_Center/index.shtml

LOCAL ASSISTANCE

Board of Equalization
Serving cities of San Francisco, Oakland, San Jose, Salinas, Suisun City, Santa Rosa, Eureka, and surrounding areas.
www.boe.ca.gov/info/phone.htm

Business Development Center
A non-profit business development agency that provides business support services to aspiring and existing small business owners in West Contra Costa County. Services include one-on-one business consulting, sales and marketing assistance, loan packaging, help obtaining permits and licenses, and general start-up support.
www.wccbdc.org

Chamber of Commerce
Serving businesses in the First District.
BOE 1st District Chamber of Commerce: Websites
BOE 1st District Ethnic Chambers of Commerce: Websites

Service Corps of Retired Executives (SCORE)/Small Business Development Centers (SBDC)
Serving businesses in the First District.
BOE 1st District SBDC and SCORE: Websites

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ADDITIONAL RESOURCES

American Management Association.
Assists individuals and enterprises in the development organizational effectiveness.
www.amanet.org

Asian, Inc.
Provides marketing, research, and procurement assistance to Asian American small businesses.
www.asianinc.org

Better Business Bureau
Provides reports on businesses and charities to help consumers and donors make informed decisions, helps resolve consumer complaints, and promotes ethics in business.
www.bbb.org

California Lawyers' Committee for Civil Rights
Provides free legal assistance and representation on civil legal matters. Also focus on policy impact cases that focus on important civil rights issues.
www.lccr.com

California Society of Certified Public Accountants (CalCPA)
Offers a variety of resources to help Californians make better financial decisions.
www.calcpa.org

Community Development Venture Capital Alliance
Promotes use of venture capital tools to create jobs, entrepreneurial capacity, and wealth to advance the livelihood of low-income people and the economies of distressed communities.
www.cdvca.org

International Entrepreneur Association
Provides useful tools and promotes creativity necessary to start and operate a successful organization or venture.
www.theiea.org

My Own Business, Inc. (MOBI)
Offers free training and resources to aspiring entrepreneurs.
www.myownbusiness.org

National Black Business Council, Inc.
A catalyst and advocate for the creation and development of black-owned businesses serving domestic and global markets.
www.nbbc.org

SCORE – Counselors to America's Small Business
Offers resources on business growth and expansion, and information on upcoming business events and online learning tools.
www.score.org

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OTHER FEDERAL AND STATE GOVERNMENT RESOURCES

Alcoholic Beverage Control
Find information about alcoholic beverage licensing and fees.
www.abc.ca.gov

International Trade Administration, U.S. Department of Commerce
Provides access to ITA information on promoting trade and investment, strengthening the competitiveness of U.S. industry, and ensuring fair trade and compliance with trade laws and agreements; export licenses.
www.ita.doc.gov or 800-USA-TRADE

U.S. Copyright Office Library of Congress
Register your works online.
www.copyright.gov or (703) 557-5813

U.S. Small Business Administration
Offers programs and services to help small businesses start, grow, and succeed.
www.sba.gov

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KEY CONTACTS

To assist with the various requirements for operating a business in California, Resources to Assist California Businesses has been prepared for your reference.

Toolkits