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REEB 25.023(4)(a)1.
1.
Requirements for licensure.
REEB 25.023(4)(a)2.
2.
Liability concerns and risk reduction.
REEB 25.023(4)(b)
(b)
The business plan, including all of the following:
REEB 25.023(4)(b)1.
1.
Form of ownership.
REEB 25.023(4)(b)2.
2.
Start up.
REEB 25.023(4)(b)3.
3.
Capital budget.
REEB 25.023(4)(b)4.
4.
Operation budget.
REEB 25.023(4)(b)5.
5.
Marketing strategies.
REEB 25.023(4)(c)
(c)
Professional services, including all of the following:
REEB 25.023(4)(c)1.
1.
Attorneys.
REEB 25.023(4)(c)2.
2.
Accountants.
REEB 25.023(4)(d)
(d)
Operational policies, including all of the following:
REEB 25.023(4)(d)1.
1.
Policy and procedures manual.
REEB 25.023(4)(d)2.
2.
Independent contractors agreement.
REEB 25.023(5)
(5)
Financial and office management.
Instruction relating to financial and office management shall include all of the following:
REEB 25.023(5)(a)
(a)
Financial management, including all of the following:
REEB 25.023(5)(a)1.
1.
System of income and expense accounting.
REEB 25.023(5)(a)2.
2.
Accounts used for handling funds.
REEB 25.023(5)(a)3.
3.
Bank reconciliations.
REEB 25.023(5)(a)4.
4.
Financial reports.
REEB 25.023(5)(b)
(b)
Budgeting, including all of the following:
REEB 25.023(5)(b)1.
1.
Definition of a budget.
REEB 25.023(5)(b)2.
2.
Purpose of the budget.
REEB 25.023(5)(b)3.
3.
Comparison of budget income and expenses.
REEB 25.023(5)(b)4.
4.
Preparing the budget.
REEB 25.023(5)(c)
(c)
Office management under ch.
REEB 15
including retention of records.
REEB 25.023(6)
(6)
Personnel.
Instruction relating to personnel shall include all of the following:
REEB 25.023(6)(a)
(a)
Hiring, including all of the following:
REEB 25.023(6)(a)1.
1.
Agents.
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