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| | Accounting & Finance [14] |
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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. Budgeting worksheets ...
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Customer Statement of Account Template
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 maintai ...
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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 e ...
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Income Statement Template
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 busi ...
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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 t ...
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Monthly Bank Reconciliation Template
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, ...
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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 ...
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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 ...
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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 ...
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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, frien ...
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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 frequ ...
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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 ...
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Franchise Agreement Checklist
Benefits: Franchise agreements are tailored to specific situations. Thus, it is impossible to identify every term and issue that should be considere ...
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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 component element ...
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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 ...
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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 import ...
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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 ...
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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 par ...
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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 take ...
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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 ...
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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 ...
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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 emplo ...
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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 infor ...
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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 infor ...
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Job Analysis Questionnaire
The attached file contains two sample job analysis questionnaires. The first is geared to clerical and administrative positions. The second relates ...
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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 your n ...
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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 ...
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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, wh ...
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Leave Request Form
Use this form to document and manage employees' leaves of absence. Attachments:LeaveRequestForm.doc
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Performance Evaluation Form
Download this form to assist in providing formal and routine evaluations of employees' performance. Attachments: PerformanceEvaluationForm. ...
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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 gi ...
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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 ...
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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. ...
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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 businesse ...
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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 f ...
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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 ...
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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 t ...
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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 Be ...
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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 ...
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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 compe ...
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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 ...
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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 fricti ...
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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 ...
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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 e ...
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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 un ...
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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 ...
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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 esse ...
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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 n ...
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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 ...
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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 ...
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Customer Satisfaction Survey Template
This tool is a brief Customer Satisfaction Survey designed to help benchmark current levels of satisfaction. Download Now! SME Toolkit users are also eligib ...
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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 p ...
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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 ...
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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 ...
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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 s ...
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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 in m ...
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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 equipme ...
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Inventory Audit Checklist
Download the attached checklist to help conduct an audit of your inventory management processes. Attachments: InventoryAuditChecklist.doc
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Post-Project Review Agenda
Download the attached agenda template for running a post-project review meeting. Attachments: POST-PROJECTREVIEWAGENDA.doc
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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 o ...
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Purchase Order Form
Download the attached file for use as a Purchase Order when purchasing from vendors. Attachments: PurchaseOrderForm.doc
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Purchase Requisition Form
Download the attached document for use as an internal Purchase Requisition Form. Attachments: PurchaseRequisitionForm.doc
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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. Thi ...
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Request for Quotation
Download the attached form to help in developing a Request for Quotation (RFQ) to submit to prospective vendors. Attachments: RequestforQuotation ...
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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 fi ...
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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 ...
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| | Women-owned Businesses [4] |
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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. Budgeting worksheets ...
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Monthly Bank Reconciliation Template
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, ...
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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 frequ ...
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