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If you’re considering starting or restarting a small business this year, here are five tips to set yourself up for success.
This agreement serves as the basis for allowing your company to reimburse its employees on a tax-free basis.
If used judiciously, compassionately, and regularly, performance reviews can produce higher levels of work production and employee self-satisfaction.
Use this simple document to collect contact information, grow your database, and stay connected to your attendees.
These are the most basic forms that all employers must keep on file for each of their employees. *Current versions
Hiring the right people can make all the difference. Use this tool, not to discriminate (obviously), but to identify the qualities required for various roles in your company.
Numerous processes are simultaneously at-play, be they overt or not. Apply this examination to those that feel stuck to improve efficiency.
Recognizing, developing, and hiring quality applicants is a more nuanced process than it used to be. Use this guide to craft a conversation that’s organic, insightful, and direct.
Complete this worksheet before and after a meeting with a potential strategic partner to help you discern the relationship’s optimal impact upon your business.
Every business should have a template for professional correspondence with its business community and clients/customers.
Despite being in an "instant information" age, good old-fashioned memos are still extremely effective and succinct ways of communicating with your team.
Ensure that your employees are informed as to which expenses they are/aren’t entitled to have reimbursed, and the process for submitting requests.
This rubric will help you clarify the expectations, timelines, and deliverables pertaining to projects that require assistance from subcontractors.
Collect relevant banking information to make seamless direct deposits to your employees, subcontractors, and/or vendors.
Clarifying the expectations within your scopes of work is a crucial part of achieving successful outcomes for both parties. Use this template as a starting point.
Easily customize this leave-behind to advertise your events in a compelling and memorable way.
Make sure your events go off without a hitch by outlining each step of the process, point-persons, due dates, required supplies, costs, and other details.
Working with subcontractors has its benefits, but expectations must be clearly defined to protect both parties and ensure the job is completed in a satisfactory and timely manner.
Use this template to capture basic details from your applicants, including contact information, employment history, education, references, and more.
Collecting payments on time is part and parcel to healthy cash flow, so it’s sometimes necessary to send a more formal reminder of overdue balances.
If you lead a 501(c)3 organization, an account of your supporters’ donations must be sent each year for tax deduction purposes.
In the event of a necessary “parting of ways” with an employee, this packet will help corroborate the integrity and amicability of the process.
Keep track of the important details surrounding major purchases within your business that might need to be capitalized.
Intentionally allocating each hour of the day according to your specific priorities is a hallmark of professional maturity.
Non-Profit Organizations are subject to stringent compliance requirements, one of which is to keep an accurate record of its Board of Directors.
If your business takes on outside investment, you must keep an accurate ledger of each investor’s contributions.
The foundation of a clean set of books is an immaculately organized chart of accounts. Use this template when opening your books for the first time, or send it to your accountant to make sure your COA is similarly mapped.
Keep an accurate ledger of your employee information for reference, compliance, and census purposes.
For those in professional services, tracking metrics such as new consultations, matters/opportunities, and expected billings can revolutionize how you approach goal-setting.
Budgeting doesn’t have to be difficult. All it takes is a commitment to examine incoming vs. outgoing cash flow on a regular basis.
Keeping an accurate ledger of your non-commuting business miles is necessary to maximize your tax deductions.
Having the contact information of your professional network organized and at-the-ready will bolster both your efficiency and your reliability.
Use this simple spreadsheet to keep track of your hourly employees’ and/or contractors’ hours on a weekly basis.