Library

Section A: Business Finance

  1. Balance Sheet Template
  2. Cash Flow Budget Worksheet
  3. Customer Statement of Account
  4. Daily Cash Sheet
  5. Income Statement Template
  6. Loan Application, Bank Review Form
  7. Monthly Bank Reconciliation
  8. Personal Statement Package
  9. Present Value Tables
  10. Sample Collection Letters
  11. Trial Balance Worksheet
  12. Unsecured Promissory Note

Section B: Compensation and Benefits

  1. Compensable Work Chart
  2. Initial Notification of COBRA Rights
  3. Overtime Guidance
  4. Privacy Policy
  5. Profit-Sharing Plan
  6. Simplified Employee Pensions
  7. Time-Off Policies
  8. Workers’ Comp Policies

Section C: Recruiting & Hiring

  1. Applicant Information Release
  2. Applicant Rejection
  3. Driving Record Check
  4. Driving Record Release Form
  5. Drug Testing Consent Form
  6. Educational Record Check
  7. Employer Reference Check
  8. Employment Reference Phone Script
  9. Employment Reference Release
  10. Fair Credit Disclosure Act Notice
  11. Job Analysis Questionnaire
  12. Job Description Form
  13. Job Requirements Checklist
  14. Personal Reference Check Letter
  15. Reference Checking Documentation Form
  16. Sample Employment Application Form
  17. Sample Independent Contractor Agreement
  18. Sample Interview Script
  19. Temporary Help Agency Checklist

Section D: Vehicles & Equipment

  1. Annual Lease Table
  2. Checklist for Evaluating Used Cars
  3. Equipment Inventory List

Section E: Employee Management

  1. Form I-9, Employment Eligibility Verification
  2. Electronic Funds Transfer Authorization
  3. Employee Coaching Script
  4. Employee Disciplinary Action Form
  5. Drug Test Policy
  6. Employee Discipline Aids
  7. Employee Feedback Script
  8. Employee Work Rules
  9. Long Distance Call Log
  10. Noncompete Agreement
  11. Employee Time Sheets
  12. Sample Absence Policies
  13. Sexual Harassment Policy
  14. Smoking Policy

Section F: Marketing

  1. Business Plan Components: Sample Illustrated Plans
    1. Manufacturer’s business plan
    2. Service provider’s business plan
    3. Retailer’s business plan
    4. Manufacturer’s business plan financials
    5. Service provider’s business plan financials
  2. Customer Satisfaction Survey Form
  3. Customer Service Action Form

Section G: Worker Safety

  1. Hazard Communication Program Package
  2. OSHA Form 101 – Supplemental Illness and Injury Log
  3. OSHA Form 174 – Material Safety Data Sheet
  4. OSHA form 200 – Illness and Injury Log
  5. Sample Emergency Procedures
  6. Sample Safety Policy
  7. Sample Workplace AIDS Policy
  8. Sample Workplace Violence Prevention Policy
  9. Fire Extinguisher Selection Chart

Section H: Starting Your Business

  1. Business Selection Checklist
  2. Cash Flow Sensitivity Analysis
  3. Cost Assessment Checklist
  4. Equipment Lease Checklist
  5. Family Monthly Budget Form
  6. Franchise Agreement Checklist
  7. Projected Staffing Schedule
  8. Real Property Lease Checklist
  9. Start-up Checklist
  10. Strengths/Weaknesses Assessment Checklist

Section I: Firing & Termination

  1. Employment Reference Release
  2. General Release for Employment Termination
  3. Termination Checklist and Form
May 23rd, 2019 by Dulles Insurance Services