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Small Business Toolbox
Lyon Insurance Agency: Small Business Toolbox
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 – Click any item to view details and download.
- Balance Sheet Template
- Cash Flow Budget Worksheet
- Customer Statement of Account
- Daily Cash Sheet
- Income Statement Template
- Loan Application, Bank Review Form
- Monthly Bank Reconciliation
- Personal Statement Package
- Present Value Tables
- Sample Collection Letters
- Trial Balance Worksheet
- Unsecured Promissory Note
Section B: Compensation & Benefits – Click any item to view details and download.
Section C: Recruiting & Hiring – Click any item to view details and download.
- Applicant Information Release
- Applicant Rejection
- Driving Record Check
- Driving Record Release Form
- Drug Testing Consent Form
- Educational Record Check
- Employer Reference Check
- Employment Reference Phone Script
- Employment Reference Release
- Fair Credit Disclosure Act Notice
- Job Analysis Questionnaire
- Job Description Form
- Job Requirements Checklist
- Personal Reference Check Letter
- Reference Checking Documentation Form
- Sample Employment Application Form
- Sample Independent Contractor Agreement
- Sample Interview Script
- Temporary Help Agency Checklist
Section D: Vehicles & Equipment – Click any item to view details and download.
Section E: Employee Management – Click any item to view details and download.
- Form I-9, Employment Eligibility Verification
- Electronic Funds Transfer Authorization
- Employee Coaching Script
- Employee Disciplinary Action Form
- Drug Test Policy
- Employee Discipline Aids
- Employee Feedback Script
- Employee Work Rules
- Long Distance Call Log
- Noncompete Agreement
- Employee Time Sheets
- Sample Absence Policies
- Sexual Harassment Policy
- Smoking Policy
Section F: Marketing – Click any item to view details and download.
Section G: Worker Safety – Click any item to view details and download.
- Hazard Communication Program Package
- OSHA Form 101 – Supplemental Illness and Injury Log
- OSHA Form 174 – Material Safety Data Sheet
- OSHA form 200 – Illness and Injury Log
- Sample Emergency Procedures
- Sample Safety Policy
- Sample Workplace AIDS Policy
- Sample Workplace Violence Prevention Policy
- Fire Extinguisher Selection Chart
Section H: Starting Your Business – Click any item to view details and download.
Section I: Firing & Termination – Click any item to view details and download.
