Business Operations: Forms and Contracts

Below you will find forms and other sample documents for use in the day-to-day running of a business:

Accounting

• Sample Profit and Loss Statement
  Contains information generally tracked in a profit and loss statement.
• How to Read a Balance Sheet
  Provides a sample balance sheet with definitions and descriptions of key elements.
• Sample Business Balance Sheet
  Lists information generally included in a business balance sheet.
• Sample Operating Budget
  Tracks common expenses and overhead costs associated with operating a business.

Contracts

• Sample Basic Sales Contract
• Checklist - Contract Terms
  Lists basic provisions that may be important to include or consider in business contracts.
• Sample Billing Dispute Letter
  In the event you discover a billing error, you should provide the creditor with written notice of the error.

Equipment and Services

• Services Agreements: Real-Life Examples
• Equipment Leases: Real-Life Examples 

Sales and Marketing

• Sales and Marketing Agreements: Real-Life Examples
• Questionnaire - Marketing Strategy
  Lists items to consider when developing a marketing strategy or plan.

E-Commerce

• Checklist - Choosing a Domain Name
  Offers guidelines to choose a business name with an Internet presence in mind.
• Checklist - Disclosure and the Internet
  Lists steps that companies can take to reduce legal risks when disseminating company news online.
• Checklist - For Establishing a Web Site
  Lists basic procedural information for establishing a web site for your business.

Day-to-Day Business Operations Checklists

• Checklist - Things You Can Do to Minimize Business Risks and Losses
  Lists items to consider for an effective risk management and loss prevention program.
• Checklist - Making an Insurance Claim
  Lists information that will help organize and justify an insurance claim.
• Checklist - Choosing a Business Location
  Lists questions you should answer when deciding where to open your business.
• Checklist - Choosing a Facility
  Lists questions that will help you determine if a building is a good fit for your business.