Business Documents, Forms, and Templates.

We are not attorneys. We have researched the resources to provide to you in one convenient spot.

Consult legal counsel for any legal questions and guidance you may need.

Legal and Organizational Documents

Each of these templates are available on our blog Business Plan A comprehensive document outlining business goals, strategies, target market, and financial projections. Articles of Incorporation/Organization Legal documents filed to form a corporation or LLC. Operating Agreement Internal document outlining the ownership and management structure of an LLC. Partnership Agreement Defines roles, responsibilities, and profit-sharing terms for business partners. Non-Disclosure Agreement (NDA) Protects sensitive information when working with partners, clients, or vendors. Employment Contract Defines terms of employment, responsibilities, and compensation. Independent Contractor Agreement Outlines the terms for hiring freelancers or independent contractors. Service Level Agreement (SLA) Establishes expectations between service providers and their clients. Lease Agreement Contracts for renting office, retail, or warehouse space. Business License and Permits Required for legal operation based on industry and location. See State of Texas.

Financial Documents

Profit and Loss Statement (P&L) Summarizes revenue, expenses, and profits over a specific period. Balance Sheet Provides a snapshot of a company’s financial position, including assets, liabilities, and equity. Cash Flow Statement Tracks inflow and outflow of cash to ensure liquidity. Invoice Request for payment for products or services provided. (Click on the link for an editable template) Receipt Proof of payment for goods or services. Purchase Order (PO) Document sent to suppliers to request goods or services. Expense Report Tracks business-related expenses for reimbursement or tax purposes. Budget A financial plan for allocating resources and projecting income and expenses. Tax Returns Documents filed with government agencies to report income, expenses, and taxes owed. Payroll Records Tracks employee compensation, tax withholdings, and benefits.

Sales and Marketing

Sales Proposal A formal pitch document outlining the benefits and costs of a product or service. Marketing Plan Strategy document detailing advertising, promotions, and customer acquisition efforts. Customer Invoice Agreement Specifies terms and conditions for selling products or services. Sales Agreement Legal contract outlining terms of a sale between buyer and seller. Marketing Collateral Brochures, flyers, or digital assets designed to promote the business.

Human Resources

Employee Handbook Outlines company policies, procedures, and employee expectations. Performance Review Form Standardized document for assessing employee performance. Onboarding Checklist Ensures all new hires complete necessary steps, such as signing contracts and receiving training. Termination Letter Official notice documenting the end of an employee’s tenure with the company. Time Sheet Tracks employee hours worked for payroll processing.

Business Documents, Forms, and Templates.

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