Tel: 325-655-6702 

Toll Free: 800-947-8785   

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SMALL BUSINESS TOOLBOX
 A Free Online Administrative Tool-Set from Mr. Insurance Inc.

The following helpful document & spreadsheet templates are free to download, customize & save for your own use!  And because they're so intuitive, you can quickly begin using  your selected file to satisfy your specific need.


 

 

 ► 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 Plans Illustrate

  2. Required Content

  3. Customer Satisfaction Survey Form

  4. 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

 

Disclaimer: The files freely available in the above "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.  Therefore these files may not be appropriate for you.

SIMPLE IS BETTER: No long complicated forms required... Simply answer a few basic questions & we'll contact YOU!

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Mr. Insurance Inc. is Licensed in the following State: Texas.
 

 

 

Licensed in the following State: Texas
 

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Mr. Insurance Inc.
1225 S. Bryant Blvd.
San Angelo, Texas 76903

Office Hours: M-F 8am-12pm & 1pm-5pm
Tel: 325-655-6702
Toll Free: 800-947-8785
Fax: 325-655-2918
Email: frontdesk@mrinsuranceagency.com

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IMPORTANT NOTE: This Web site provides only a simplified description of coverages and is not a statement of contract. Coverage may not apply in all states. For complete details of coverages, conditions, limits and losses not covered, be sure to read the policy, including all endorsements, or prospectus, if applicable.

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