Ultimate Book of Business Forms by Press, Entrepreneur -- Read -- Imperial Library of Trantor

Index

Title Page Preface About the Author Acknowledgements CHAPTER 1 - Name Your Business

1. Alaska Doing Business As Form 2. Arkansas Fictitious Name Form 3. Delaware Procedure for Filing Fictitious Name Certificate 4. Louisiana Trade Name Application 5. Iowa Application for Reservation of Name 6. Ohio Name Registration 7. Washington Master Business Application

CHAPTER 2 - Forms for the Sole Proprietor

8. IRS Form SS-4, Application for Employer Identification Number 9. IRS Form 1040, U.S. Individual Tax Return 10. IRS Form 1040 Schedule C, Profit or Loss from Business

CHAPTER 3 - Forms for LLCs

11. LLC-1, California LLC Articles of Organization 12. Sample Letter to Secretary of State Accompanying Articles of Organization 13. Sample Letter to Registered Agent Accompanying Articles of Organization 14. Short-Form Operating Agreement for Member-Managed LLC 15. Short-Form Operating Agreement for Manager-Managed LLC 16. Membership Ledger 17. Investment Representation Letter 18. Appointment of Proxy for Members’ Meeting 19. Call for Meeting of Members 20. Notice of Meeting of LLC Members 21. Minutes of Meeting of LLC Members 22. Action by Written Consent of LLC Members 23. Written Consent of Members Approving a Certificate of Amendment of Articles ...

CHAPTER 4 - Forms for Corporations

24. Sample California Articles of Incorporation 25. Nevada Articles of Incorporation, Long Form with Full Indemnity Provisions 26. Nevada Long Form with Optional Provisions and Continuation Sheet 27. Optional Provisions for Inclusion in Articles of Incorporation 28. Sample Letter to Secretary of State Accompanying Articles of Incorporation 29. Sample Letter to Registered Agent 30. Sample Action by Incorporator Appointing Directors and Approving Bylaws 31. Share Transfer Ledger 32. Investment Representation Letter 33. Appointment of Proxy for Annual or Special Shareholders’ Meeting 34. Action by Written Consent of Shareholder(s) 35. Call for Special Meeting of Directors 36. Action of Directors by Written Consent to Approve Stock 37. Action of Directors by Written Consent Approving Purchase of Another Corporation 38. Action of Directors by Written Consent Appointing Directors to Fill Vacant ... 39. Written Consent of Directors Approving a Certificate of Amendment of ... 40. Certificate of Amendment of Articles of Incorporation Changing ... 41. Certificate of Amendment of Articles of Incorporation Electing Close ... 42. Sample Delaware Certificate of Dissolution 43. Written Consent of Shareholders Approving a Conversion from a California ... 44. Sample Certificate/Articles of Conversion from a California Corporation to ... 46. Notice to Remaining Members by a Member Desiring to Withdraw from a Corporation

CHAPTER 5 - Partner Up!

48. Application for Employer Identification Number (EIN) 49. Delaware Certificate of Limited Partnership 50. Sample General Partnership Agreement 51. Partnership Ledger 52. Action by Written Consent of Partners

CHAPTER 6 - Opening: Your Place of Business

53. Sample Commercial Lease 54. Sample California Agreement to Lease Equipment 55. Sample Janitorial Service Agreement 56. Sample Parking Space Agreement 57. Tenant Improvement Form for Property Improvements

CHAPTER 7 - Money Money Money and the Forms to Get It

58. Sample Cover Letter for Loan Application 59. Sample Credit Dispute Letter 60. Sample Executive Summary 61. SBA Loan Application 62. SBA Schedule of Collateral 63. SBA Statement of Personal History 64. SBA Personal Financial Statement

CHAPTER 8 - HR Essentials

65. New Employee Welcome Letter 66. Application for Employment—Short Form 67. Application for Employment—Long Form 68. Authorization to Release Employment Applicant Information 69. Pre-Employment Reference Check via Phone 70. Pre-Employment Reference Check via Letter 71. Applicant Comparison Summary Form 72. Applicant Rating Form, Part One 73. Applicant Rating Form, Part Two 74. Offer of Employment and Employment Contract 75. New Employee Announcement 76. Employee Master Database

CHAPTER 9 - Contracts and Agreements

77. Bill of Sale 78. Unsecured Promissory Note 79. Secured Promissory Note and Security Agreement 80. Consulting Services Agreement 81. Multimedia Development Contract 82. Mutual Compromise Agreement and Mutual Release 83. Checklist for a Buyer’s Purchase Order 84. Checklist for Modifying or Extending an Existing Contract 85. Checklist for Sales Agreements Where Your Company Is the Seller 86. Terms of Purchase 87. Terms of Sale 88. Examples of Legal “Boilerplate” 89. Lawyer Engagement Letter 90. Terms and Conditions for Engagement of Outside Counsel 91. Service Evaluation and Repair Agreement

CHAPTER 10 - Business Operation Tools

92. Sales Call Log 93. Client/Prospect Contact Log 94. Sales Prospect File 95. Customer Satisfaction Survey 96. Product Information 97. Order Card 98. Work Order/Request for Quote 99. Sales Order Form 100. Daily Sales Recap 101. Month-to-Month Sales Comparison Log 102. Cash Receipts Control Log 103. Vendor Information Sheet 104. Vendor Price and Comparison Analysis 105 Daily Production Planning/Schedule 106. Production Completion Notice 107. Marketing Department Budget Recap 108. Sales Price Estimate 109. Job Costing Report 110. Ratio Analysis Worksheet 111. Production Efficiency Worksheet 112. Purchase Order 113. Check Requisition

CHAPTER 11 - Accounting 101

114. Aging of Accounts Payable 115. Aging of Accounts Receivable 116. Chart of Accounts Maintenance 117. Annual Expense Report 118. Auto Expense Report 119. Cash Disbursements Journal 120. Cash Receipts Control Log 121. Daily Cash Report 122. Expense Report 123. Petty Cash Voucher

CHAPTER 12 - Inventory Movement and Valuation Tools

124. In-House Stock Requisition 125. Shipping Verification 126. Physical Inventory Count Sheet 127. Physical Inventory Gain or Loss 128. Raw Material Shrinkage Report 129. Physical Inventory Valuation Report 130. Book Inventory Valuation Report 131. Physical vs. Book Inventory Cost Variance Report 132. Inventory Status Sheet 133. Authorization to Destroy Inventory 134. Property Loss Report

CHAPTER 13 - Get Paid: Credit, Billing, and Collection Tools

135. Authorization to Release Credit Information 136. Business Credit Application 137. Personal Credit Application 138. Credit Approval Form 139. Credit Terms Agreement 140. EasyPay Automatic Payment Agreement 141. Response to Request for Adjustment of Account 142. Credit Terms Reminder Letter 143. Past Due Reminder Letter (30 Days) 144. Past Due Reminder Letter (45 Days) 145. Past Due Demand Letter 146. Job Invoice 147. Customer Invoice 148. Customer Statement 149. Request for Payment 150. Short Pay Inquiry Form

CHAPTER 14 - Financial Reports

151. Period-End Closing and Analysis 152. Actual vs. Budget Income Statement 153. Balance Sheet Support Schedule—Cash Balance 154. Balance Sheet Support Schedule—Marketable Securities 155. Balance Sheet Support Schedule—Accounts Receivable 156. Balance Sheet Support Schedule—Inventory 157. Balance Sheet Support Schedule—Prepaid Expenses 158. Balance Sheet Support Schedule—Accounts Payable 159. Balance Sheet Support Schedule—Notes Payable 160. Cash Flow Forecast—12-Month 161. Cash Flow Forecast—Five-Year 162. Income Statement—12-Month 163. Income Statement—Quarterly 164. Quarterly Balance Sheet 165. Year-End Balance Sheet

CHAPTER 15 - Forms to Protect Your Business

166. Voluntary Resignation 167. Employee’s Separation Checklist 168. Manager’s Pre-Dismissal Checklist 169. Employee Exit Interview 170. Web Site Terms of Service 171. Notification of Infringement Letter Under the Digital Millennium Copyright Act 172. Counter-Notification Letter Under the Digital Millennium Copyright Act 173. Mutual Nondisclosure Agreement 174. Sample Cease and Desist Letter 175. Sample Letter by Defendant to Plaintiff in a Collections Matter 176. Sample Settlement and Compromise Agreement 177. California Complaint Form 179. Debtor’s Statement of Assets (California)

CHAPTER 16 - Forms for Tax Rebates

179. Section 1603: Payments for Specified Renewal Energy Property in Lieu of Tax 180. Form 3468 Business Energy Tax Credit 181. Form 1120 U.S. Corporation Income Tax Return 182. Form 8910 Alternative Motor Vehicle Credit 183. Application—New Mexico Alternative Energy Product Manufacturers Tax 184. Oregon Business Energy Tax Credit Application

CHAPTER 17 - Forms for Keeping Track of Web Metrics

185. Behavior Metrics for Online Customers by Month 186. E-mail Marketing Campaign Analysis 187. Month by Month Online Revenue Trends 188. Online Viral Campaign Metrics 189. Widget and Social Media Application Monitoring 190. Monthly Twitter Campaign Monitoring

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