Accounting & Finance Template Toolkit

You will receive a .zip file that includes all of the following documents:

• Balance Sheet (Opening)_v1.xlsx
• Balance Sheet_v1.xlsx
• Cash Flow Template (12 month)_v1.xlsx
• Cash Flow Template (36 month)_v1.xlsx
• Cash Receipt (basic)_v1.docx
• Cash Receipt (basic)_v1.pdf
• Expense Reimbursement Form_v1.docx
• Expense Reimbursement Form_v1.pdf
• Expense Reimbursement Policy_v1.docx
• Expense Reimbursement Policy_v1.pdf
• Expense Report_v1.docx
• Expense Report_v1.pdf
• Expense Report_v1.xlsx
• Financial Plan_v1.xlsx
• Financial Statements (example)_v1.xlsx
• Income Statement_v1.xlsx
• Inventory Template_v1.docx
• Inventory Template_v1.docx
• Inventory Template_v1.pdf
• Invoice (basic)_v1.docx
• Invoice (basic)_v1.pdf
• Invoice (basic)_v2.docx
• Invoice (basic)_v2.pdf
• Invoice (basic)_v2.xlsx
• Invoice (basic)_v3.xlsx
• Invoice (basic)_v4.pdf
• Invoice (basic)_v5.docx
• Invoice (basic)_v5.pdf
• Invoice (basic)_v5.xlsx
• Invoice (commercial)_v1.docx
• Invoice (commercial)_v1.pdf
• Invoice (commercial)_v1.xlsx
• Invoice (contractor)_v1.docx
• Invoice (contractor)_v1.pdf
• Invoice (contractor)_v1.xlsx
• Invoice (freelance)_v1.docx
• Invoice (freelance)_v1.pdf
• Invoice (service)_v1.docx
• Invoice (service)_v1.pdf
• Invoice (service)_v1.xlsx
• Payment Schedule (basic)_v1.docx
• Payment Schedule (basic)_v1.pdf
• Pre-Authorized Debit_v1.docx
• Pre-Authorized Debit_v1.pdf
• Profit Modeling Tool_v1.xlsx
• Receipt (sales)_v1.docx
• Receipt (sales)_v1.pdf
• Receipt (sales)_v1.xlsx
• Rent Receipt (Landlord)_v1.docx
• Rent Receipt (Landlord)_v1.pdf
• Rent Receipt (Landlord)_v1.xlsx
• Startup Budget_v1.docx
• Startup Budget_v1.pdf
• Startup Budget_v1.xlsx
• Travel & Expense Guidelines_v1.docx
• Travel & Expense Guidelines_v1.pdf

You will receive a .zip file that includes all of the following documents:

• Affiliate Marketing Agreement_v1.docx
• Affiliate Marketing Agreement_v1.pdf
• Billof Sale (vehicle)_v1.docx
• Billof Sale (vehicle)_v1.pdf
• Cease and Desist_v1.docx
• Cease and Desist_v1.pdf
• Confidentiality Agreement_v1.docx
• Confidentiality Agreement_v1.pdf
• Confidentiality Agreement_v2.docx
• Confidentiality Agreement_v2.pdf
• Digital Image License Agreement_v1.docx
• Digital Image License Agreement_v1.pdf
• Due Diligence Checklist_v1.docx
• Due Diligence Checklist_v1.pdf
• Due Diligence Checklist_v2.docx
• Due Diligence Checklist_v2.pdf
• Employment Contract (hourly)_v1.docx
• Employment Contract (hourly)_v1.pdf
• Employment Contract (salary)_v1.docx
• Employment Contract (salary)_v1.pdf
• End User Licensing Agreement (EULA)_v1.docx
• End User Licensing Agreement (EULA)_v1.pdf
• General Service Agreement_v1.docx
• General Service Agreement_v1.pdf
• Legal Disclosure_v1.docx
• Legal Disclosure_v1.pdf
• Letter of Intent (lease)_v1.docx
• Letter of Intent (lease)_v1.pdf
• Letter of Intent (shares)_v1.docx
• Letter of Intent (shares)_v1.pdf
• Letter of Intent_v1.docx
• Letter of Intent_v1.pdf
• Non-Compete Agreement_v1.docx
• Non-Compete Agreement_v1.pdf
• Non-Compete Agreement_v2.docx
• Non-Compete Agreement_v2.pdf
• Non-Compete Agreement_v3.docx
• Non-Compete Agreement_v3.pdf
• Non-Disclosure Agreement (NDA)_v1.docx
• Non-Disclosure Agreement (NDA)_v1.pdf
• Notice of Collection_v1.docx
• Notice of Collection_v1.pdf
• Notice To Pay Rent_v1.docx
• Notice To Pay Rent_v1.pdf
• Offer To Lease_(t-friendly)_v1.docx
• Offer To Lease_(t-friendly)_v1.pdf
• Privacy Policy_v1.docx
• Privacy Policy_v1.pdf
• Tripple Net Lease_v1.docx
• Tripple Net Lease_v1.pdf
• Website Affiliate Marketing Disclosure_v1.docx
• Website Affiliate Marketing Disclosure_v1.pdf
• Website Cookie Policy_v1.docx
• Website Cookie Policy_v1.pdf
• Website Disclosure_v1.docx
• Website Disclosure_v1.pdf
• Website Terms of Use_v1.docx
• Website Terms of Use_v1.pdf

You will receive a .zip file that includes all of the following documents:

• 25 Behavioral Interview Questions_v1.docx
• 25 Behavioral Interview Questions_v1.pdf
• 25 Behavioral Interview Questions_v2.docx
• 25 Behavioral Interview Questions_v2.pdf
• 25 Standard Interview Questions_v1.docx
• 25 Standard Interview Questions_v1.pdf
• Absence Tracking Sheet_v1.xlsx
• Annual Performance Review_v1.docx
• Candidate Tracker_v1.xlsx
• Cell Phone Policy_v1.docx
• Cell Phone Policy_v1.pdf
• Company Core Values_v1.docx
• Company Core Values_v1.pdf
• Company Fact Sheet_v1.docx
• Company Fact Sheet_v1.pdf
• Daily Schedule_v1.docx
• Daily Schedule_v1.pdf
• Daily Schedule_v1.xlsx
• Dresscode & Personal Appearance Policy_v1.docx
• Dresscode & Personal Appearance Policy_v1.pdf
• Emergency Contact List_v1.docx
• Emergency Contact List_v1.pdf
• Emergency Contact List_v1.xlsx
• Employee Handbook_v1.docx
• Employee Handbook_v1.pdf
• Employee Manual_v1.docx
• Employee Manual_v1.pdf
• Employee Performance Review_v1.docx
• Employee Performance Review_v1.pdf
• Employee Policy Agreement.docx
• Employee Policy Agreement.pdf
• Health & Safety Stretches_v1.docx
• Health & Safety Stretches_v1.pdf
• Inclement Weather Policy_v1.docx
• Inclement Weather Policy_v1.pdf
• Job Description (hourly)_v1.docx
• Job Description (hourly)_v1.pdf
• Job Description (salary)_v1.docx
• Job Description (salary)_v1.pdf
• Monthly Schedule_v1.docx
• Monthly Schedule_v1.pdf
• Monthly Schedule_v1.xlsx
• New Hire Onboarding Checklist_v1.docx
• New Hire Onboarding Checklist_v1.pdf
• New Hire Onboarding Presentation_v1.docx
• New Hire Onboarding Presentation_v1.pdf
• New Hire Onboarding Presentation_v1.ppt
• Offer Letter Template_v1.docx
• Offer Letter Template_v1.pdf
• Offer Letter Template_v2.docx
• Offer Letter Template_v2.pdf
• Orginizational Chart_v1.docx
• Orginizational Chart_v1.pdf
• Reference Letter_v1.docx
• Reference Letter_v1.pdf
• Serious Incident Form_v1.docx
• Serious Incident Form_v1.pdf
• Social Media Policy_v1.docx
• Social Media Policy_v1.pdf
• Time Off Request Form_v1.docx
• Time Off Request Form_v1.pdf
• Vacation Request Form_v1.docx
• Vacation Request Form_v1.pdf
• Vacation Scheduling Tool_v1.xlsx
• Weekly Schedule_v1.docx
• Weekly Schedule_v1.pdf
• Weekly Schedule_v2.docx
• Weekly Schedule_v2.pdf
• Weekly Schedule_v3.docx
• Weekly Schedule_v3.pdf
• Weekly Schedule_v4.docx
• Weekly Schedule_v4.pdf
• Weekly Schedule_v4.xlsx
• Weekly Time Sheet_v1.docx
• Weekly Time Sheet_v1.pdf

You will receive a .zip file that includes all of the following documents:

• Blog Post (tempalte)_v1.docx
• Blog Post (tempalte)_v1.pdf
• Brand Style & Standards_v1.docx
• Brand Style & Standards_v1.pdf
• Brand Style Guide (outline)_v1.docx
• Brand Style Guide (outline)_v1.pdf
• Brand Style Guide (presentation)_v1.pdf
• Brand Style Guide (presentation)_v1.ppt
• Competitor Analysis_v1.docx
• Competitor Analysis_v1.pdf
• Customer Journey Analysis_v1.docx
• Customer Journey Analysis_v1.pdf
• Customer Journey Map_v1.docx
• Customer Journey Map_v1.pdf
• Customer Journey Map_v1.xlsx
• Customer Persona Profiles_v1.docx
• Customer Persona Profiles_v1.pdf
• Customer Satisfaction Survey_v1.docx
• Customer Satisfaction Survey_v1.pdf
• Email Marketing (meeting req followup)_v1.docx
• Email Marketing (meeting req followup)_v1.pdf
• Email Marketing (meeting req)_v1.docx
• Email Marketing (meeting req)_v1.pdf
• Email Marketing Campaign (outline)_v1.docx
• Email Marketing Campaign (outline)_v1.pdf
• Email Newsletter (example)_v1.docx
• Email Newsletter (example)_v1.pdf
• Email Newsletter_v1.docx
• Email Newsletter_v1.pdf
• Landing Page (tempalte)_v1.docx
• Landing Page (tempalte)_v1.pdf
• Market Research_v1.docx
• Market Research_v1.pdf
• Marketing Budget_v1.docx
• Marketing Budget_v1.pdf
• Marketing Conference Checklist_v1.docx
• Marketing Conference Checklist_v1.pdf
• Marketing Event Budget_v1.xlsx
• Marketing Event Plan_v1.docx
• Marketing Event Plan_v1.pdf
• Marketing Plan_v1.docx
• Marketing Plan_v1.pdf
• Marketing Proposal_v1.docx
• Marketing Proposal_v1.pdf
• Marketing Strategy (outline & example)_v1.docx
• Marketing Strategy (outline & example)_v1.pdf
• Press Release_v1.docx
• Press Release_v1.pdf
• Product Launch (template)_v1.docx
• Product Launch (template)_v1.pdf
• Product Launch (template)_v1.xlsx
• Sales Funnel_v1.docx
• Sales Funnel_v1.pdf
• Search Engine Optimization (SEO Template)_v1.docx
• Search Engine Optimization (SEO Template)_v1.pdf
• SEO Outline (example)_v1.docx
• SEO Outline (example)_v1.pdf
• Social Media Audit (example)_v1.docx
• Social Media Audit (example)_v1.pdf
• Social Media Audit_v1.docx
• Social Media Audit_v1.pdf
• Social Media Content Calendar_v1.docx
• Social Media Content Calendar_v1.pdf
• Social Media Content Calendar_v1.xlsx
• Social Media Marketing (outline)_v1.docx
• Social Media Marketing (outline)_v1.pdf
• Strategic Marketing Plan (outline)_v1.docx
• Strategic Marketing Plan (outline)_v1.pdf
• Website Launch Plan Presentation_v1.pdf

You will receive a .zip file that includes all of the following documents:

• Audit Checklist_v1.docx
• Audit Checklist_v1.pdf
• Business Contingency Plan (outline)_v1.docx
• Business Contingency Plan (outline)_v1.pdf
• Business Contingency Plan Checklist_v1.docx
• Business Contingency Plan Checklist_v1.pdf
• Competitive Analysis_v1.docx
• Competitive Analysis_v1.pdf
• Competitive Analysis_v1.xlsx
• Downtime Checks (8 Wastes)_v1.docx
• Downtime Checks (8 Wastes)_v1.pdf
• Downtime Checks (8 Wastes)_v1.xlsx
• Eisenhower Matrix_v1.xlsx
• Emergency Management Plan_v1.docx
• Emergency Management Plan_v1.pdf
• Emergency Preparedness Guidelines_v1.docx
• Emergency Preparedness Guidelines_v1.pdf
• Failure Mode & Effect Analysis (FMEA)_v1.xlsx
• Guidelines for Drafting Procedures_v1.docx
• Guidelines for Drafting Procedures_v1.xlsx
• Job Price Estimate Calculator_v1.xlsx
• Key Performance Indicators (KPI)_v1.xlsx
• Key Performance Indicators (KPI)_v2.xlsx
• Meeting Minutes_v1.docx
• Meeting Minutes_v1.pdf
• Meeting Minutes_v1.xlsx
• Meeting Minutes_v2.docx
• Meeting Minutes_v2.pdf
• Meeting Minutes_v2.xlsx
• Objective & Key Results (OKR)_v1.docx
• Objective & Key Results (OKR)_v1.pdf
• Objective & Key Results (OKR)_v1.xlsx
• Objectives & Key Results (cheat sheet)_v1.docx
• Objectives & Key Results (cheat sheet)_v1.pdf
• Project Budget Tracking_v1.xlsx
• Project Management (RACI Matrix)_v1.xlsx
• Project Task Checklist & Tracking Tempalte_v1.xlsx
• Project Timeline (gantt chart)_v1.xlsx
• Request For Proposal (basic)_v1.docx
• Request For Proposal (basic)_v1.pdf
• Request For Proposal (example)_v1.docx
• Request For Proposal (example)_v1.pdf
• Request For Proposal (outline)_v1.docx
• Request For Proposal (outline)_v1.pdf
• Request For Proposal (outline)_v2.docx
• Request For Proposal (outline)_v2.pdf
• Risk Assessment Register_v1.xlsx
• Risk Assessment Register_v2.docx
• Risk Assessment Register_v2.pdf
• Service Level Agreement_v1.docx
• Service Level Agreement_v1.pdf
• SWOT Analysis_v1.xlsx
• SWOT Analysis_v2.docx
• SWOT Analysis_v2.pdf
• True Cost of Labor Calculator_v1.xlsx
• Vehicle Cost Estimator_v1.xlsx
• Vendor Contact Database_v1.xlsx

You will receive a .zip file that includes all of the following documents:

• 24 Hour Cancellation Policy_v1.docx
• 24 Hour Cancellation Policy_v1.pdf
• Acute Illness and Sick Leave Policy_v1.docx
• Acute Illness and Sick Leave Policy_v1.pdf
• Anti-Bullying Policy_v1.docx
• Anti-Bullying Policy_v1.pdf
• Anti-Violence In The Workplace Policy_v1.docx
• Anti-Violence In The Workplace Policy_v1.pdf
• Code of Conduct Policy & Acknowledgement_v1.docx
• Code of Conduct Policy & Acknowledgement_v1.pdf
• Code of Ethics_v1.docx
• Code of Ethics_v1.pdf
• Compliant Policy_v1.docx
• Compliant Policy_v1.pdf
• Confidential Information Policy & Acknowledgement_v1.docx
• Confidential Information Policy & Acknowledgement_v1.pdf
• Confidential Information Policy_v1.docx
• Confidential Information Policy_v1.pdf
• Conflicts of Interest Policy_v1.docx
• Conflicts of Interest Policy_v1.pdf
• Diversity and Inclusion Policy_v1.docx
• Diversity and Inclusion Policy_v1.pdf
• Drugs and Alcohol Policy_v1.docx
• Drugs and Alcohol Policy_v1.pdf
• Electronic Monitoring Policy_v1.docx
• Electronic Monitoring Policy_v1.pdf
• Employee Counselling & Termination Policy_v1.docx
• Employee Counselling & Termination Policy_v1.pdf
• Equal Employment Opportunity Policy_v1.docx
• Equal Employment Opportunity Policy_v1.pdf
• Extended Leave Policy_v1.docx
• Extended Leave Policy_v1.pdf
• Harrassment Free Workplace Policy_v1.docx
• Harrassment Free Workplace Policy_v1.pdf
• Late Payment Policy_v1.docx
• Late Payment Policy_v1.pdf
• Late To Work Policy_v1.docx
• Late To Work Policy_v1.pdf
• Overtime Pay Policy_v1.docx
• Overtime Pay Policy_v1.pdf
• Return Policy_v1.docx
• Return Policy_v1.pdf
• Returns and Exchanges Policy_v1.docx
• Returns and Exchanges Policy_v1.pdf
• Scent Free Workplace Policy & Agreement_v1.docx
• Scent Free Workplace Policy & Agreement_v1.pdf
• Telecommuting Policy_v1.docx
• Telecommuting Policy_v1.pdf
• Uniform Policy_v1.docx
• Uniform Policy_v1.pdf
• Whistle Blower Protection Policy_v1.docx
• Whistle Blower Protection Policy_v1.pdf
• Workplace Health & Safety Policy_v1.docx
• Workplace Health & Safety Policy_v1.pdf
• Workplace Privacy Policy_v1.docx
• Workplace Privacy Policy_v1.pdf

You will receive a .zip file that includes all of the following documents:

• Balance Sheet (Opening Day)_v1.xlsx
• Balance Sheet_v1.xlsx
• Business Plan (Blank)_v1.docx
• Business Plan (Blank)_v1.pdf
• Business Plan (Blank)_v2.docx
• Business Plan (Blank)_v2.pdf
• Business Plan (Detailed)_v1.docx
• Business Plan (Detailed)_v1.pdf
• Business Plan (Example- Consulting)_v1.docx
• Business Plan (Example- Consulting)_v1.pdf
• Business Plan (Example- Expansion_v1.docx
• Business Plan (Example-Expansion_v1.pdf
• Business Plan (Mistakes to Avoid)_v1.docx
• Business Plan (Mistakes to Avoid)_v1.pdf
• Capital Formation Strategy Guide.docx
• Capital Formation Strategy Guide.pdf
• Cash Flow Template (12mo)_v1.xlsx
• Cash Flow Template (36mo)_v1.xls
• Customer Lead Tracking Sheet_v1.docx
• Customer Lead Tracking Sheet_v1.pdf
• Financial Plan_v1.xls
• Financial Statements (Template & Sample)_v1.xlsx
• How To Write a Business Plan_v1.docx
• How To Write a Business Plan_v1.pdf
• Income Statement_v1.xlsx
• Investor Update Presentation_v1.pdf
• Investor Update Presentation_v1.ppx
• Investor Update Presentation_v2.pdf
• Investor Update Presentation_v2.ppx
• Job Price Estimator (calculator)_v1.xlsx
• Marketing Plan (Template)_v1.docx
• Marketing Plan (Template)_v1.pdf
• Profit Modeling Tool_v1.xlsx
• Startup Budget_v1.docx
• Startup Budget_v1.docx
• Startup Budget_v1.pdf
• Startup Expense Tracking_v1.xlsx
• Startup Expense Tracking_v2.xlsx
• Startup Financial Plan_v1.xlsx
• Startup Investor Pitch Deck_v1.docx
• Startup Investor Pitch Deck_v1.pdf
• True Cost of Labor (calculator)_v1.xlsx
• Vehicle Cost Estimator (calculator)_v1.xlsx
• Website Launch Plan Presentation_v1.pdf
• Website Launch Plan Presentation_v1.ppx

You will receive a .zip file that includes every single file from every single toolkit:

• Accounting & Finance Toolkit
• Contracts & Agreements Toolkit
• Human Resources Toolkit
• Marketing & Social Media Toolkit
• Operations & Project Management Toolkit
• Policies & Procedures Toolkit
• Start Up & New Business Toolkit