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Title:
The encyclopedia of small business forms and agreements : a complete kit of ready-to-use business checklists, worksheets, forms, contracts, and human resource documents with companion CD-ROM / [by Martha Maeda].
Author:
Maeda, Martha, 1953-
Publication Information:
Ocala, Fla. : Atlantic Pub. Group, c2011.
Call Number:
HF5371 .M284 2011
Abstract:
Book Description: Those who wish they had a resource in which every possible small business form and agreement they have ever encountered was located can breathe a sigh of relief. The Encyclopedia of Small Business Forms and Agreements is the answer, as it will provide small business owners with ready-to-use checklists, worksheets, forms, contracts, and human resource documents. Inside these pages you will find over 250 essential documents for all your hiring, firing, intellectual property, Internet, technology, legal, merger, acquisition, money, fundraising, sales, marketing, and starting a business needs. In essence, this book is a small business survival kit packed with materials you can use for every aspect of your job. This encyclopedia and companion CD-ROM focuses on the issues, situations, and tasks that you, as a small business owner, face every day when running your business, such as incorporation, board and shareholder resolutions, partnership agreements, business plans, insurance, employee applications, employment policies, termination, job descriptions, employee benefits, sales and service contracts, bills of sale, invoices, press releases, raising capital, venture capital, license agreements, confidentiality and non-disclosure agreements, letters of intent, term sheets, domain names, e-commerce contracts, release forms, demand letters, litigation, and arbitration. Included in this comprehensive book are hundreds of easy-to-implement tools, contracts, forms, and checklists that will help you organize your business and make it easier to manage while increasing your bottom line. With its professionally organized format, this book takes you step by step through the valuable forms, which may be easily printed out and customized, thanks to the convenient companion CD-ROM.
ISBN:
9781601382481
Physical Description:
288 p. : forms ; 28 cm. + 1 CD-ROM (4 3/4 in.)
General Note:
"CD-ROM also contains bonus forms for property managers and landlords, building contractors, project management, hospitality, nonprofit management, and marketing and public relations"--Cover.

Includes index.
Contents:
Introduction: -- Putting everything in writing -- How to use this book -- Starting A Business: -- Evaluating your business idea: -- Business evaluation personality quiz -- Questions to ask about a franchise -- Franchisor's disclosure document -- Checklist -- Creating your business plan: -- Elements of a business plan -- Business plan and strategic plan -- Worksheet -- Business plan checklist -- Sample business plan -- Format for business proposal -- Elevator pitch -- Startup cost: -- Estimated startup costs worksheet -- Startup expenses worksheet -- Estimated startup cost shortfall -- Sample startup expense worksheet -- Creating an operating budget worksheet -- Budgeting worksheet -- Startup expenses estimated worksheet -- Operating expenses worksheet -- Sample operating expenses worksheet -- Checklist for cutting costs -- Checklist for evaluating a business location: -- Location analysis -- Potential location checklist -- Proposed location rating -- Legal business structures: -- Business entity chart -- Ownership structure of business entities -- Checklist for choosing and registering a business name -- Articles of organization for an LLC -- Sample articles of organization for an LLC -- Guidelines for articles of incorporation: -- Sample filing for articles of incorporation -- Fictitious name (DBA) form -- Financial statement requirements for business entities -- Worksheet for a successful partnership -- How to obtain an employer identification number -- IRS forms and publications -- Creating an exit plan: -- Exit plan worksheet -- Buying Or Selling A Business: -- Checklist for putting together a search plan -- Selling memorandum: -- Elements for a selling memorandum -- Three-year financial worksheet -- Agreement for purchase and sale of a business -- Checklist for new owner of a business -- Setting Up And Running A Corporation: -- Articles of incorporation: -- Articles of incorporation worksheet -- Roles of shareholder, director, officer, and employee -- Shareholder, director, officer, and employee worksheet -- Corporate minutes: -- Form for corporate minutes -- Contract Basics: -- Getting the signature right: -- Signature boxes -- Reviewing a contract: -- Checklist for reviewing a contract -- Checklist for reviewing a contract for consulting or services -- Checklist for reviewing a contract for buying or selling goods -- Making changes to a contract: -- Amendment to a contract -- UCC: a ready-made sales contract -- What documents need to be notarized? -- Buying, Selling, And Leasing Real Estate: -- Retail and office lease agreement -- Commercial lease agreement -- Agreement to execute lease -- Americans with Disabilities Act- addendum -- Agreement to cancel lease -- Lease assignment -- Primary lease agreement -- Agreement for sale of commercial real estate -- Commercial or industrial property real estate sale contract -- Mortgage form -- Balloon mortgage note form -- Promissory note A --Buyer-broker agency agreement -- Home inspection checklist -- Financial Reports, Accounting , And Money Management: -- Banking checklists and forms -- Questions to ask when researching a bank account -- Questions to ask before setting up your merchant account -- Questions to ask before seeking outside financing -- Personal financial statement -- Financial statements: -- End-of-the-year financial assessment -- Balance sheet -- Profit and loss statement -- Income statement -- Sample startup funding financial statement -- Bookkeeping system: -- Chart of accounts -- Pricing strategy worksheet -- Accounting forms and checklists: -- Expense reimbursement form -- Expense report -- Sample delinquent account notice -- Business credit application -- Checklist of tax records -- Payroll forms and checklists: -- Payroll budget estimate -- Payroll cost report -- Daily payroll form -- Employee turnover rate worksheet -- Checklist for accounting fraud -- Checklist for payroll procedures analysis -- Checklist for bank reconciliation -- Checklist for cash receipts analysis -- Checklist for check tampering -- Personal finance: -- Budget worksheet -- Record of personal assets -- Personal business worksheet -- IRS forms and publications: -- Purchasing And Managing Supplies And Inventory: -- Purchasing: -- Supplier contact sheet -- Supplier reference sheet -- Vendor list -- Supplier order schedule -- Inventory: -- Employee order request log -- Perpetual inventory form -- Storeroom requisition log checklist for examination of purchasing process -- Checklist for red flags for bribery in the bidding business process -- Human Resources: Hiring And Managing Employees: -- Forms and contracts for interviewing and hiring: -- Checklist for the hiring process -- Questions to ask before hiring your first employee -- What not to ask prospective employees -- New hire application -- Sample employee hiring letter/ agreement -- Agreement for hiring an independent contractor -- General employment contract -- Application of Federal Law to employers -- Direct deposit Authorization Form -- Nondiscrimination notice -- Checklist for employee file -- Initial employee information sheet -- Employee contact sheet -- Acknowledgment of drug-free policy -- Technology policy -- Confidentiality and nondisclosure agreement -- Taxation forms for employees: -- Checklist for employee or independent -- Contractor determination -- Time sheet / time card -- Employee rating system -- Performance appraisal form -- Employee self-evaluation form -- Performance evaluation form -- Employee satisfaction survey -- Employee handbook: -- Sample employee handbook -- Ethics policy of code conduct -- Employee fraud prevention checklist -- Safety policy and OSHA compliance: -- Formulating a safety policy -- Checklist for employers covered by the OSH Act -- Forms, And Checklists For Consultants And Independent Contractors: -- Agreements and forms: -- Independent contractor agreement -- Hiring agreement for a company -- Invoice for independent contractor -- Networking log -- Marketing & Public Relations: -- Marketing strategy checklist -- Marketing plan worksheet -- Advertising methods analysis worksheet -- Branding worksheet -- Press release worksheet -- Sample press release -- Conclusion -- Appendix: Directory of contents on the companion CD-Rom -- Index.
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