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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.

365 Days of Social Media Content Templates

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