ALL SERVICE INSURANCE BROKERS: SMALL BUSINESS TOOLBOX

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The following helpful document & spreadsheet templates are free to download, customize & save for your own use! And because they're so easy to use, you can quickly begin using your selected file to satisfy your specific need in no time.
Disclaimer: The files freely available in the this "Small Business Toolbox" are not a substitute for the advice of professional legal, accounting or a business services expert. These links provide you with editable forms and suggestions on how you might use them. We cannot, and do not, provide specific advice for your exact situation.
To begin simply select a category to see each list of what's available, then click to open:

Section A: Business Finance

1. ​Balance Sheet Template
2. Cash Flow Budget Worksheet
3. Customer Statement of Account
4. Daily Cash Sheet
5. Income Statement Template
6. Loan Application, Bank Review Form
7. Monthly Bank Reconciliation
8. Personal Statement Package
9. Present Value Tables
10. Sample Collection Letters
11. Trial Balance Worksheet
12. Unsecured Promissory Note

Section B: Compensation & Benefits

1. Compensable Work Chart
2. Initial Notification of COBRA Rights
3. Overtime Guidance
4. Privacy Policy
5. Profit-Sharing Plan
6. Simplified Employee Pensions
7. Time-Off Policies
8. Workers' Comp Policies

Section C: Recruiting & Hiring

1. Applicant Information Release
2. Applicant Rejection
3. Driving Record Check
4. Driving Record Release Form
5. Drug Testing Consent Form
6. Educational Record Check
7. Employer Reference Check
8. Employment Reference Phone Script
9. Employment Reference Release
10. Fair Credit Disclosure Act Notice
11. Job Analysis Questionnaire
12. Job Description Form
13. Job Requirements Checklist
14. Personal Reference Check Letter
15. Reference Checking Documentation Form
16. Sample Employment Application Form
17. Sample Independent Contractor Agreement
18. Sample Interview Script
19. Temporary Help Agency Checklist

Section D: Vehicles & Equipment

1. Annual Lease Table
2. Checklist for Evaluating Used Cars
3. Equipment Inventory List​​

Section E: Employee Management

1. Form I-9, Employment Eligibility Verification
2. Electronic Funds Transfer Authorization
3. Employee Coaching Script
4. Employee Disciplinary Action Form
5. Drug Test Policy
6. Employee Discipline Aids
7. Employee Feedback Script
8. Employee Work Rules
9. Long Distance Call Log
10. Noncompete Agreement
11. Employee Time Sheets
12. Sample Absence Policies
13. Sexual Harassment Policy
14. Smoking Policy​

Section F: Marketing

1. Business Plan Components: Sample Illustrated Plans
2. Customer Satisfaction Survey Form
3. Customer Service Action Form

Section G: Worker Safety

1. Hazard Communication Program Package
2. OSHA Form 101 - Supplemental Illness and Injury Log
3. OSHA Form 174 - Material Safety Data Sheet
4. OSHA form 200 - Illness and Injury Log
5. Sample Emergency Procedures
6. Sample Safety Policy
7. Sample Workplace AIDS Policy
8. Sample Workplace Violence Prevention Policy
9. Fire Extinguisher Selection Chart​

Section H: Starting Your Business

1. Business Selection Checklist
2. Cash Flow Sensitivity Analysis
3. Cost Assessment Checklist
4. Equipment Lease Checklist
5. Family Monthly Budget Form
6. Franchise Agreement Checklist
7. Projected Staffing Schedule
8. Real Property Lease Checklist
9. Start-up Checklist
10. Strengths/Weaknesses Assessment Checklist​​

Section I: Firing & Termination

1. Employment Reference Release
2. General Release for Employment Termination
3. Termination Checklist and Form​​

Contact Us

(403) 309-2230
#270, 5002 - 55 Street 
Red Deer, Alberta T4N 7A4 
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