Entrepreneur Magazine's Ultimate Book of Business Forms / Edition 1

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Overview

Tired of reinventing everyday business documents? Now there's an easier way. From hiring the right people, to selling your products or services, 199 up-to-date business forms help you administer activities accurately and consistently. Such written agreements prevent misunderstandings and reduce potential liabilities, while saving you time and money. These highly effective forms are all available on CD-ROM, ready to adapt specifically to your business.

Applicable across many industries and easily customizable to the particular needs of your business, these are tools and forms to:

  • Select the best employees
  • Achieve 100% safe inventory
  • Get paid for your products and services
  • Control business operations to generate a profit
  • Streamline and control purchasing
  • Maintain consistent personnel policies and records
  • Minimize liability when terminating employees
  • Standardize business operations
  • Generate financial records
  • Increase sales and better serve customers

This comprehensive handbook covers specific business issues as well. If you have a website, the website terms of service form is your legal disclaimer. If you need to add employees, the complete company employee handbook outlines policies and procedures. Trademark violations are addressed by the cease and desist letter.

When you need to "Get it in writing," don't reinvent business process. Use these proven tools to get the jobs done right - first time, every time!

Michael Spadaccini currently practices law, with specialties in business and corporate law, domestic and international trademark development, enforcement, litigation, and licensing. Based in San Diego, California, he is the author of The Complete Corporate Guide: Incorporate in Any State and a period securities law newsletter entitled The Securities Law Report.

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Product Details

  • ISBN-13: 9781932156676
  • Publisher: Entrepreneur Press
  • Publication date: 7/29/2004
  • Edition description: Book and CD-ROM
  • Edition number: 1
  • Pages: 200
  • Product dimensions: 8.30 (w) x 10.60 (h) x 0.81 (d)

Meet the Author

Michael Spadaccini currently practices law, with specialties in business and corporate law, domestic and international trademark development, enforcement, litigation, and licensing. Based in San Diego, California, he is the author of The Complete Corporate Guide: Incorporate in Any State and a period securities law newsletter entitled The Securities Law Report.

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Table of Contents

Chapter 1. Human Resource Recruitment Tools 1
1. Application for Employment--Short Form 2
2. Application for Employment--Long Form 4
3. Authorization to Release Employment Applicant Information 8
4. Pre-Employment Reference Check via Phone 9
5. Pre-Employment Reference Check via Phone (Version Two) 10
6. Pre-Employment Reference Check via Letter 12
7. Applicant Comparison Summary Form 13
8. Applicant Rating Form, Part One 14
9. Applicant Rating Form, Part Two 15
10. Offer of Employment and Employment Contract 16
11. New Employee Announcement 18
Chapter 2. Employee Records and Human Resource Management 19
12. Employee Master Database 21
13. Company Employee Handbook 22
14. Acknowledgment of Receipt of Employee Handbook 44
15. Employee Personal Information 45
16. Employee Vacation Request 46
17. Payroll Deduction Authorization 47
18. Payroll Deduction Authorization 48
19. Direct Deposit Authorization 49
20. Pay for Meal Period 50
21. Personnel Requisition (Non-Management) 51
22. Personnel Requisition (Management) 52
23. Salary Recommendation Form 54
24. Job Announcement: Open Position 55
25. Job Posting: Open Position 56
26. Job Position Description 57
27. Personnel Data Change Form 59
28. Employee Status Change 60
29. Career Development Worksheet for Management Employee Career Interests 61
30. Career Development Worksheet for Non-Management Employee Career Interests 63
31. Employee Career Development Worksheet Objectives and Results 65
32. Employee Incident and Discipline Documentation Form 66
33. Disciplinary Notice 67
34. Employee Performance Review 68
35. Time Sheet--Hourly Employees 71
36. Annual Attendance Record 72
37. Request for Leave of Absence Without Pay 73
38. Request to Inspect Personnel File 74
39. Employee Grievance Form 75
Chapter 3. Employee and Workplace Safety 77
40. Emergency Instructions 78
41. Employee Telecommuting Memo 79
42. Supervisor's Report of Work Injury 81
43. OSHA Form 300: Log of Work-Related Injuries and Illnesses 84
44. OSHA Form 300A: Summary of Work-Related Injuries and Illnesses 85
45. OSHA Form 301: Injuries and Illnesses Incident Report 86
Chapter 4. Employee Termination 87
46. Voluntary Resignation 88
47. Employee's Separation Checklist 89
48. Manager's Pre-Dismissal Checklist 90
49. Employee Exit Interview 91
Chapter 5. Miscellaneous Personnel Forms 93
50. Job Applicant Dismissal 94
51. Job Applicant Dismissal (Version 2) 95
52. Job Applicant Invitation 96
53. Employee Referral 97
54. Applicant Referral Update 98
55. Employee Referral Award 99
56. Notice of Established Workday and Workweek 100
57. Time Log 101
58. Client Time/Expense Sheet 102
59. Independent Contractor's Agreement 103
60. The Manager's Guide to Employee Stock Option Plans--A Concise Overview 104
61. Stock Option Memorandum to Employees 107
Chapter 6. Sales and Revenue Analysis Tools 109
62. Sales Call Log 110
63. Client/Prospect Contact Log 111
64. Sales Prospect File 112
65. Customer Satisfaction Survey 113
66. Customer Service Request 114
67. Product Information 115
68. Order Card 116
69. Work Order/Request for Quote 117
70. Sales Order Form 118
71. Daily Sales Recap 119
72. Month-to-Month Sales Comparison Log 120
73. Cash Receipts Control Log 121
Chapter 7. Credit, Billing, and Collection Tools 122
74. Authorization to Release Credit Information 124
75. Business Credit Application 125
76. Personal Credit Application 128
77. Credit Approval Form 130
78. Credit Terms Agreement 131
79. EasyPay Automatic Payment Agreement 132
80. Response to Request for Adjustment of Account 133
81. Credit Terms Reminder Letter 134
82. Past Due Reminder Letter 135
83. Past Due Reminder Letter 136
84. Past Due Demand Letter 137
85. Job Invoice 138
86. Customer Invoice 139
87. Customer Statement 140
88. Request for Payment 141
89. Short Pay Inquiry Form 142
Chapter 8. Contracts and Agreements 143
90. Bill of Sale 144
91. Unsecured Promissory Note 145
92. Secured Promissory Note and Security Agreement 146
93. Simple Commercial Lease 149
94. Consulting Services Agreement 152
95. Multimedia Development Contract 154
96. Mutual Nondisclosure Agreement 158
97. Mutual Compromise Agreement and Mutual Release 160
Chapter 9. Corporation Governance Forms 163
98. Notice of Special/Annual Meeting of Shareholders 164
99. Minutes of Annual or Special Meeting of Shareholders 165
100. Minutes of Annual/Special Meeting of Directors 166
101. Action of Corporation Directors by Written Consent 167
Chapter 10. Business Operation Tools 168
102. Vendor Information Sheet 169
103. Vendor Price and Comparison Analysis 170
104. Daily Production Planning/Schedule 171
105. Production Completion Notice 172
106. Marketing Department Budget Recap 173
107. Sales Price Estimate 174
108. Job Costing Report 175
109. Job Costing Comparison Report 176
110. Ratio Analysis Worksheet 177
111. Commission Report Worksheet 178
112. Production Efficiency Worksheet 179
Chapter 11. Basic Accounting 181
113. A Brief Explanation of Accounting 182
114. Chart of Accounts Maintenance 187
115. General Journal 188
116. Journal Transactions 189
Chapter 12. Cash Disbursements and Purchasing 190
117. Purchase Order 191
118. Expense Report 192
119. Petty Cash Voucher 193
120. Check Requisition 194
Chapter 13. Inventory Movement and Valuation Tools 195
121. In-House Stock Requisition 196
122. Shipping Verification 197
123. Physical Inventory Count Sheet 198
124. Physical Inventory Gain or Loss 199
125. Raw Material Shrinkage Report 200
126. Physical Inventory Valuation Report 201
127. Book Inventory Valuation Report 202
128. Physical vs. Book Inventory Cost Variance Report 203
129. Inventory Status Sheet 204
130. Authorization to Destroy Inventory 205
131. Property Loss Report 206
Chapter 14. Financial Reports 207
132. Period-End Closing and Analysis 209
133. Actual vs. Budget Income Statement 214
134. Balance Sheet Support Schedule--Cash Balance 215
135. Balance Sheet Support Schedule--Marketable Securities 216
136. Balance Sheet Support Schedule--Accounts Receivable 217
137. Balance Sheet Support Schedule--Inventory 218
138. Balance Sheet Support Schedule--Prepaid Expenses 219
139. Balance Sheet Support Schedule--Accounts Payable 220
140. Balance Sheet Support Schedule--Notes Payable 221
141. Cash Flow Forecast--12-Month 222
142. Cash Flow Forecast--Five-Year 223
143. Income Statement--12-Month 224
144. Income Statement--Quarterly 225
145. Quarterly Balance Sheet 226
146. Year-End Balance Sheet 227
Chapter 15. Miscellaneous Forms 228
147. Trademark Infringement Cease and Desist Letter 229
148. Fax Cover Sheet 230
149. Message Notes 231
150. Web Site Terms of Service 232
151. Notification of Infringement Letter Under the Digital Millennium Copyright Act 237
152. Counter-Notification Letter Under the Digital Millennium Copyright Act 238
Chapter 16. Partnership Forms 239
153. Delaware Certificate of Limited Partnership 240
154. Sample General Partnership Agreement 241
155. Partner Ledger 248
156. Minutes of Partnership Meeting 249
157. Action by Written Consent of Partners 250
Chapter 17. Limited Liability Company Forms 251
158. LLC-1, California LLC Articles of Organization 253
159. Sample Letter to Secretary of State Accompanying Articles of Organization 254
160. Sample Letter to Registered Agent Accompanying Articles of Organization 257
161. Short-Form Operating Agreement for Member-Managed LLC 258
162. Long-Form Operating Agreement for Member-Managed LLC 264
163. Short-Form Operating Agreement for Manager-Managed LLC 276
164. Long-Form Operating Agreement for Manager-Managed LLC 282
165. Membership Ledger 294
166. Investment Representation Letter 295
167. Appointment of Proxy for Member's Meeting 296
168. Call for Meeting of Members 297
169. Notice of Meeting of LLC Members 298
170. Minutes of Meeting of LLC Members 299
171. Action by Written Consent of LLC Members 300
172. Written Consent of Members Approving a Certificate of Amendment of Articles of Organization Changing an LLC's Name 301
Chapter 18. Corporation Forms 302
173. Sample California Articles of Incorporation 305
174. Sample Delaware Certificate of Incorporation 306
175. Sample Nevada Articles of Incorporation (Long Form, with Full Indemnity Provisions) 307
176. Optional Provisions for Inclusion in Articles of Incorporation 310
177. Sample Letter to Secretary of State Accompanying Articles of Incorporation 311
178. Sample Letter to Registered Agent 312
179. Sample Action by Incorporator Appointing Directors and Approving Bylaws 313
180. Sample Corporate Bylaws 314
181. Sample Minutes of Organizational Meeting of the Board of Directors 321
182. Shareholder's Agreement 323
183. Share Transfer Ledger 328
184. Investment Representation Letter 329
185. Appointment of Proxy for Annual or Special Shareholder's Meeting 330
186. Long Form Appointment of Proxy for Annual or Special Shareholder's Meeting 331
187. Call for Special Meeting of Shareholders 333
188. Notice of Special Meeting of Shareholders 334
189. Minutes of Annual or Special Meeting of Shareholders 335
190. Action by Written Consent of Shareholder(s) 336
191. Call for Special Meeting of Directors 337
192. Minutes of Annual Meeting of Directors 338
193. Minutes of Special Meeting of Directors 336
194. Action of Directors by Written Consent 340
195. Written Consent of Directors Approving a Certificate of Amendment of Articles of Incorporation Changing Corporation's Name 341
196. Certificate of Amendment of Articles of Incorporation Changing Corporation's Name 342
197. Certificate of Amendment of Articles of Incorporation Electing Close Corporation Status 343
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