Business Forms

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Bookkeeping and Record Keeping Basics Proper bookkeeping is important to sustaining and expanding a business. Without it, you run the risk of hitting cash flow crunches, wasting money, and miss ...

Cash Flow Budget Worksheet Benefits: The Cash Flow Budget Worksheet is used to project your business's cash inflows and outflows over a six-month period of time. It has many impor ...

Cash Flow Sensitivity Analysis Worksheet Benefits: This worksheet is set up to be used for forecasting changes in your receipts and disbursements and the effects the changes will have on your cash ...

Customer Statement of Account Benefits: Do you extend credit to your customers? If you do, two things are essential to maintaining control of your receivables. First, you need to mainta ...

Family Monthly Budget Worksheet Benefits: This worksheet is set up to be used for projecting your family monthly budget schedule for 12 individual months. The monthly schedule is easier to ...

Income Statement Benefits: An income statement (sometimes called a profit and loss statement) lists your revenues and expenses, and tells you the profit or loss of your bus ...

Initial Cash Requirements Benefits: This worksheet will enable you to compute the amount of cash you will need to start your new business. The worksheet is broken down into two parts ...

Monthly Bank Reconciliation Benefits: If you find yourself spending lots of time every month reconciling your bank statement and still aren't able to nail it down to the penny, ou ...

Ninety-Day Cash Needs Worksheet Benefits: This set of worksheets will enable you to compute the amount of cash you will need to start your new business and keep it, as well as your persona ...

Present Value Table If you're considering an investment in new equipment, a new business facility, or any other type of asset, you'll probably want to quantify the bene ...

Sample Bank Loan Application & Review Forms Benefits: This document combines a representational bank loan application and the form used by a small community bank for an internal review of the applicat ...

Sample Collection Letters Benefits: Personal visits, telephone calls, and letters are the three most common collection approaches that small business owners use to collect past due a ...

Sample Personal Financial Statement Application Benefits: Lenders, and most equity investors, want to know not only about your business's financial position, but also about the personal financial prof ...

Sample Unsecured Promissory Note Benefits: The attached file contains a sample unsecured promissory note that can be customized to document a loan to you from a family member, friend, or ot ...

Trial Balance Worksheet Benefits: Whatever kind of business you run, you have to close your books at least once a year to prepare an income tax return — or more frequently, ...

Business Selection Checklist Benefits: Those who are interested in starting a new business are often told that they should select a business that takes advantage of their skills and exp ...

Checklist for Assessing Personal Strengths & Weaknesses Benefits: The attached document will help you identify your strengths and weaknesses by asking you to rate yourself in several areas that are important to s ...

Checklist for Starting a New Business Benefits: The attached file contains a checklist for all the steps you should take before you start a new business. It's a "to do" list for st ...

Daily Operational Planning Meeting Agenda Adapt this form to help you lead regular planning meetings. Attachments:DailyOperationalPlanningMeeting.doc

Franchise Agreement Checklist Benefits: Franchise agreements are tailored to specific situations. Thus, it is impossible to identify every term and issue that should be considered in eve ...

Sample Business Plans Benefits: Its always easier to write if you have a clear picture of what the finished product should look like. The attached files contain the component ele ...

Applicant Information Release When you attempt to check references supplied by a potential employee, you may find that many people and institutions will ask for a release before providin ...

Checklist for Handling Workers' Compensation Claims Every business owner should be prepared for the day when an employee may be injured in a work-related accident. No matter how safe you try to make the workp ...

Compensable Work Chart Benefits: The attached document contains a chart to help you determine what kinds of work you have to pay your employees for. It's especially important ...

Drug Testing Consent Form If you are hiring someone whose duties will include driving a car or truck, it may be advisable, or necessary, to ask potential employees to undergo drug sc ...

Educational Records Check Frequently, you will be called on the verify the educational record of a prospective employee. The information to be verified might be whether a particular ...

Employee Disciplinary Action Form When you are required to take disciplinary action against an employee, it is essential to create and keep a good record of what steps have been taken. A goo ...

Employee Disciplinary Aids Benefits: No matter how careful you are when you hire new employees, chances are that, at some point, you will have to respond to unacceptable types of cond ...

Employee Telephone Usage Log Most businesses are highly dependent on the telephone, and few could even exist without one or more phone lines. Controlling the cost of phone usage can, th ...

Employee Timesheets Benefits: The attached file contains two documents designed to help you keep track of your employees' time worked. These forms, when completed by your ...

Employer Reference Check A previous employer can be a valuable source of information regarding someone you are considering hiring. While some may refuse to provide any information, ...

Employer Reference Phone Script A previous employer can be a valuable source of information regarding someone you are considering hiring. While some may refuse to provide any information, ...

Job Analysis Questionnaire The attached file contains two sample job analysis questionnaires. The first is geared to clerical and administrative positions. The second relates to emplo ...

Job Applicant Work History Forms The attached file contains a couple of samples that you can use to gather information about an applicant's work history. Customize either one to suit y ...

Job Performance Feedback Form Many business owners find it difficult to provide feedback to an employee who isn't performing quite as well as expected. It is frequently difficult to ...

Job Requirements Checklist One of the harder parts in the hiring process is determining exactly what you expect of your new employee. The issue arises early in the process, when you f ...

Leave Request Form Use this form to document and manage employees' leaves of absence. Attachments:LeaveRequestForm.doc

Performance Evaluation Form Download this form to assist in providing formal and routine evaluations of employees' performance. Attachments:PerformanceEvaluationForm.doc

Personal Reference Check When contacting a personal reference supplied by a potential employee, it is important to ask the right questions. Presumably, no one is going to give you t ...

Projected Staffing Schedule Benefits: This worksheet will enable you to compute the number of employees you will need to start your new business. The worksheet is set up to be used for ...

Reference Checking Documentation Form Benefits: The attached file contains a form that is designed to help you document a thorough background check on any applicant you may wish to hire. It' ...

Sample Absence Policies Benefits: While any business operates best when all employees are present, employee absence and tardiness create more of a problem in some businesses than i ...

Sample Emergency Procedures A big part of being an entrepreneur is learning when to take risks and when to play it safe. Dealing with an emergency in the workplace definitely falls int ...

Sample Employee Leave & Time-Off Policy Benefits: In the absence of a personal time-off policy, when has an employee called in sick enough times to justify dismissal? How many days off are appropr ...

Sample Employee Reference Release When an employee leaves, it is best to come to an explicit agreement regarding what information relating to the ex-employee you will disclose, and to whom i ...

Sample Employment Application and Hiring Forms Benefits: When you are hiring someone, there are many things to consider. Finding the right person for the job is certainly one of them. But just as importa ...

Sample Independent Contractor Agreement Benefits: This model independent contractor agreement is designed to help you draft a custom agreement that reflects your needs and situation. It includes a ...

Sample Interview Script This script was developed from Dr. William S. Swan, Interview Guide; Mary Rudder and Dale P. King, "Interviewing and the ADA: How Do You Get Beyond Str ...

Sample Job Description Form Creating a position description is a key step in the hiring process. You must be able to accurately describe what a new employee will do in order to decide ...

Sample Non-Compete Agreement When an employee leaves your business, is he or she taking things along that you would rather not give up? Is the employee going to open up in competition w ...

Sample Rejection Letter One challenging part of the hiring process is informing an applicant that he or she will not be getting the job. The attached file contains a letter that yo ...

Sample Script for Employee Job Satisfaction Feedback Employee morale problems can be the result of any number of workplace problems. If employees don't like a particular supervisor, or feel that their wo ...

Sample Sexual Harassment Policies Benefits: Sexual harassment can present serious problems for a business owner. In addition to creating tension in the workplace and potential friction betwe ...

Sample Smoking Policy Benefits: Smoking is a hot issue in society today, and you as an employer need to make your stance on smoking in the workplace clear. In fact, some states h ...

Sample Termination Release When an employee leaves your business, it is always a good idea to ask for a general release relating to the employee's termination. Obviously, an emplo ...

Sample Work Rules An employer has the right to expect his or her employees to conform to a reasonable standard of conduct. Employees who act in an inappropriate or unreasonab ...

Sample Workplace AIDS Policy Benefits: As an employer, you face the very real possibility that, at some time or another, you will hire an employee who has, or will contract, HIV or AIDS ...

Sample Workplace Safety Policy Benefits: The sample safety policy in the attached file is designed to help you create a formal safety policy for your company. It contains the essential el ...

Sample Workplace Violence Prevention Policy Unfortunately, workplace violence is a recurring theme in American business. Despite the focus by the news media on certain types of workplace violence, vio ...

Telecommuting Policy & Agreement For an increasing number of businesses, telecommuting has proved to be beneficial to both employer and employee. When the needs of the business do not requi ...

Temporary Help Agency Checklist Benefits: The attached file contains a checklist that is designed to help you choose a temporary agency to provide you with temporary workers. There are man ...

Termination Checklist and Exit Interview Form Benefits: The decision to dismiss an employee, for whatever reason, can frequently be a difficult and uncomfortable one. And there are always some r ...

Customer Satisfaction Survey Form Benefits: Customer satisfaction is the key to success. Getting your customers to tell you what's good about your products or services, and where you nee ...

Customer Service Action Form Benefits: The attached file contains a simple, easy-to-use form designed to aid in the quick resolution of customer service problems. It will help prevent c ...

Price Evaluation Survey Form Download this form for assistance in surveying customers, which will help you set effective price points for products and services. Attachments:PriceEvaluat ...

Product Usage Survey Form Use the attached form to assess your customers' perceptions of your products, and to develop appropriate modifications and new products. Attachments:Pro ...

Checklist for Purchasing Used Vehicles Benefits: For many small business owners, buying a reliable used vehicle to use in their business makes more sense than buying a new one. By doing so, a bus ...

Equipment Inventory List Should a theft, fire, or other catastrophe hit your business, you'll want to quickly and accurately determine what you've lost. You'll be aided ...

Equipment Lease Checklist Benefits: The equipment lease checklist is a detailed listing of the terms and issues that you should consider when you need to negotiate an equipment lease ...

Inventory Audit Checklist Download the attached checklist to help conduct an audit of your inventory management processes. Attachments:InventoryAuditChecklist.doc

Post-Project Review Agenda Download the attached agenda template for running a post-project review meeting. Attachments:POST-PROJECTREVIEWAGENDA.doc

Post-Project Review Report Outline Download the attached form for use in developing a Post-Project Review Report. Attachments:POST-PROJECTREVIEWREPORT.doc

Post-Project Review Written Questionnaire Outline Whether done in a meeting or with a written questionnaire, the goals of a post-project review are the same. Download the attached outline to help you devel ...

Project Planning Checklist 1.  The checklist enumerates items that are to be accomplished in the planning of the project.  This is not an exhaustive list. For some of your p ...

Purchase Order Form Download the attached file for use as a Purchase Order when purchasing from vendors. Attachments:PurchaseOrderForm.doc

Purchase Requisition Form Download the attached document for use as an internal Purchase Requisition Form. Attachments:PurchaseRequisitionForm.doc

Real Property Lease Checklist Benefits: The real property lease checklist addresses the most common issues that you need to consider when you negotiate a real property lease. This compre ...

Request for Quotation Download the attached form to help in developing a Request for Quotation (RFQ) to submit to prospective vendors. Attachments:RequestforQuotation.doc

Sample Preventive Maintenance Task Sheet for PCs Download this checklist to help support and maintain your organization's desktop computers. Attachments:SamplePreventiveMaintenanceTaskSheet.doc

Evaluating Your E-Commerce Web Site Download the attached file to help evaluate your e-commerce Web site. Place your mouse over the red triangles for instructions on completing the fields. Ba ...

Internet Usage Policy The Internet plays a vital role in organizations as a communication medium and resource utility. The importance of having this service cannot be understated ...

Sample Preventive Maintenance Task Sheet for PCs Download this checklist to help support and maintain your organization's desktop computers. Attachments:SamplePreventiveMaintenanceTaskSheet.doc

Checklist for Purchasing Used Vehicles Benefits: For many small business owners, buying a reliable used vehicle to use in their business makes more sense than buying a new one. By doing so, a bus ...

Balance Sheet Benefits: A balance sheet is a financial "snapshot" of your business at a given date in time. It includes your assets and liabilities and tells y ...

Forms - DIPP

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Forms - Manipur

Forms - MSME

Forms - West Bengal