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Templates - Finance and accounting

All documents, samples, templates, and examples of contracts, agreements, letters and official documents for businesses. These documents are intended for businesses of all types and sizes, from sole proprietors to large companies. Choose a document below and complete it with a simple form.

Finance and accounting

Financial Statements

Board resolution approving financial statements
Business ethics and conduct disclosure statement
Certification enclosing financial statements
Collection letter to resubmit the statement
Financial record storage guidelines
Financial support agreement regarding guaranty of obligation
Income continuation protection agreement
Investment policy statement
Low income housing developer business plan
Mission statement
Permission to use quote or personal statement
Possible financial accounting strategies
Request delay to present financial statement
Statement and policy prohibiting illegal discrimination
Sworn statement for contractor
Vision statement
Witness statement form

Credit Application

Acknowledgment of application job position filled
Agreement of absolute transfer and assignment of accounts receivable
Agreement to compromise debt
Agreement to compromise disputed account
Agreement to extend debt payment
Apology for accounting errors and past due notice
Apology for not crediting payment
Apology to customer for accounting error
Application acknowledgment
Application for a license to display trademarks
Application for zoning variance
Approbation of financing application
Approbation of new credit account
Assignment of accounts receivable non recourse
Assignment of accounts receivable with recourse
Authority to release credit information
Authorization waiver and release for employee credit report d530
Authorization waiver and release for employee credit report
Balloon note
Bank loan application form and checklist
Board resolution authorizing the issue of corporate credit cards
Board resolution pertaining to the use of corporate credit cards
Business credit application
Cancellation of credit line
Charge account limit raise notice
Charge account terms and conditions
Charge back application of discount on delayed shipment
Checklist action to improve collection of accounts
Checklist items to consider for drafting a promissory note
Christmas credit extension announcement
Collection follow up on release of pending order
Collection history for delinquent account
Collection instructions to lawyers d186
Collection instructions to lawyers
Collection letter before sending to agency
Collection letter offering additional discount
Collection letter requesting contact and proposal
Collection letter to eliminate disputes
Collection letter to resubmit the statement
Collection letter by collection agency
Collection letter clerical errors
Collection letter following promissory note
Company credit account approbation
Company credit account denial
Company credit account denial for unfavorable report
Consumer credit application
Convertible note agreement
Credit agreement
Credit card billing authorization form
Credit extension to past due preferred customer
Credit information cover letter
Credit information request
Credit memo d261
Credit memo
Credit policy
Credit reference response
Customer charge card approval
Deed of pledge loan
Delivery note
Demand for payment on installment promissory note
Demand note
Demand to pay promissory note
Denial of credit
Employers verification on loan applicant
Employment application form
Equipment loan agreement
Franchise application
Guarantee of claim promissory note
Individual charge account denial
Inquiry on new customer credit
Installment note bank deposit as collateral
Letter of default on promissory note
Loan agreement
Loan agreement stockholder to corporation
Loan application review form
Loan counselor job description
Mortgage note
Movable hypothec promissory note
Note purchase agreement
Notice of cod terms
Notice of credit for merchandise damaged in shipment
Notice of credit limit
Notice of credit limit increase
Notice of debt acknowledgment
Notice to correct credit
Notice to stop credit charge
Notification of returned merchandise credit
Opening new credit account
Promissory note
Promissory note line of credit
Promissory note with acceleration clause
Promissory note with acknowledgment
Refund for returned merchandise d273
Refund for returned merchandise
Refund of duplicate payment
Renewed note
Reply to request about credit rejection
Request for credit information
Request for extension of time on promissory note
Request for payment credit line exceeded
Request increase of credit limit
Request of extension of time to repay debt
Request proposal for credit facility
Request to bank for copy of credit report
Request to contact credit manager on past due account
Restrictions on credit
Secured installment note
Security agreement and promissory note
Subordinated loan agreement
Subordination agreement
Subordination agreement to secured debt
Subordination agreement long form
Subordination agreement private companies
Time note
Withdrawal of credit on past due account

Cash Flow Projections

Cash handling policy
How to create a sales forecast
How to create sales forecast for new product
How to manage cash flow
How to prepare a cash flow forecast

Term Sheet

Checklist alternate term sheet provisions
Term sheet
Term sheet for series a round of financing
Term sheet important things to know

Purchase Orders

Acceptance of order with delivery in lots
Acknowledgment and acceptance of order
Acknowledgment of cancellation of back order
Affiliate purchase agreement
Agreement of purchase and sale of business assets
Agreement of purchase and sale of business assets short
Agreement of purchase and sale of shares 2
Agreement of purchase and sale of shares by shareholder
Agreement of purchase and sale of shares
Asset purchase agreement
Asset purchase agreement for a garage
Asset purchase agreement for a real estate property
Asset purchase agreement for a retail business
Asset purchase agreement for a telecom business
Asset purchase agreement retail store
Asset purchase agreement simple
Asset sale and purchase agreement film television
Blanket purchase agreement
Board resolution approving purchase of shares
Board resolution to purchase equipment
Cancellation of purchase order for late delivery
Cancellation of stop payment order
Cancellation of unfulfilled order
Collection follow up on release of pending order
Confirmation of purchase agreement
Confirmation of verbal order
Contract purchase agreement check name
Employee share purchase plan
Equipment lease agreement with option to purchase
Equipment purchase agreement
Inability to fill purchase order
Letter of intent for purchase of computer equipment
Letter purchase order issued on acceptance of delivery date
Llc membership interest purchase agreement
Note purchase agreement
Notice of exercise of option to purchase
Notice to cancel entire order
Offer to purchase real estate property
Offer to purchase shares agreement
Offer to purchase shares agreement venture capital
Offer to purchase real estate property
Offer to purchase real estate property short form
Option to purchase real estate property
Packing list of order
Please forgive the error made in order
Power purchase agreement
Preferred stock purchase agreement
Purchase agreement
Purchase agreement short version
Purchase agreement real property short form
Purchase order
Purchase order
Purchase order letter
Receiving order
Record of purchase form warranty registration
Request for information in advance of purchase order
Request for replacement of check on pending order
Restricted stock purchase agreement
Return of purchase order and demand for advance payment
Share purchase agreement deemed dividend
Shipment schedule acknowldgement of purchase order
Stock purchase agreement
Thank you for your order

Invoices and Receipts

Acknowledged receipt of goods
Amendment to sales contract
Bill of sale
Bill of sale for corporations
Bill of sale immovable property
Bill of sale with encumbrances
Bulk sale notice
Cancellation of purchase order for late delivery
Checklist purchasing used vehicles
Checklist sales rep evaluation
Commission summary
Customer revival product sales
Denial to extend time on payment of invoice
Equipment sales agreement
Escrow check receipt
Exclusive sales agreement
Inability to fill purchase order
Installment sale contract
Invoice
Ip sale agreement
Letter to customer invoice attached
Letter purchase order issued on acceptance of delivery date
Memorandum on sales seminar
Notice of receipt on incomplete shipment
Option to buy agreement
Power purchase agreement
Proposal to buy a business
Prospecting sheet
Purchase order
Purchase order
Purchase order letter
Receipt
Receipt for goods or services
Receipt for lease security deposit
Receipt of resume
Record of purchase form warranty registration
Request for information in advance of purchase order
Response to invoice received after payment
Sale agreement for international goods
Sale of shares agreement
Sales addendum
Sales agency agreement
Sales commission policy
Sales expenses reimbursement policy
Sales invoice
Sales proposal
Shipment schedule acknowldgement of purchase order
Sorry about the mistake in invoice

Profit and Loss Statements

Affidavit of loss
Articles of incorporation not for profit organization
Business ethics and conduct disclosure statement
Bylaws not for profit corporation
Collection letter to resubmit the statement
Investment policy statement
Mission statement
Non profit organization business plan 2
Non profit organization business plan 3
Non profit organization business plan 4
Non profit organization business plan 5
Non profit organization business plan
Permission to use quote or personal statement
Profit sharing plan
Request delay to present financial statement
Statement and policy prohibiting illegal discrimination
Sworn statement for contractor
Vision statement
Witness statement form

Balance Sheet

Checklist alternate term sheet provisions
Deliveries held until past due balance paid
Disputed balance notice
Prospecting sheet
Shipments held until past due balance paid
Term sheet
Term sheet for series a round of financing
Term sheet important things to know

Income Statement

Board resolution approving financial statements
Business ethics and conduct disclosure statement
Certification enclosing financial statements
Collection letter to resubmit the statement
Financial record storage guidelines
Financial support agreement regarding guaranty of obligation
Income continuation protection agreement
Investment policy statement
Low income housing developer business plan
Mission statement
Permission to use quote or personal statement
Possible financial accounting strategies
Request delay to present financial statement
Statement and policy prohibiting illegal discrimination
Sworn statement for contractor
Vision statement
Witness statement form

Financial Projections

Affidavit of loss
Articles of incorporation not for profit organization
Board resolution adopting the realigned 20xx xx budget
Board resolution approving budget
Board resolution approving financial statements
Bylaws not for profit corporation
Certification enclosing financial statements
Financial record storage guidelines
Financial support agreement regarding guaranty of obligation
How to create a sales forecast
How to create sales forecast for new product
How to prepare a cash flow forecast
Income continuation protection agreement
Low income housing developer business plan
Non profit organization business plan 2
Non profit organization business plan 3
Non profit organization business plan 4
Non profit organization business plan 5
Non profit organization business plan
Possible financial accounting strategies
Profit sharing plan
Request delay to present financial statement

Sales Projections

30 60 90 day sales plan
Amendment to sales contract
Checklist sales rep evaluation
Exclusive importation and sales agreement
Exclusive sales agreement
Exclusive sales territory agreement
How to create a sales forecast
How to create sales forecast for new product
How to prepare a cash flow forecast
Memorandum on sales seminar
Non exclusive sales representative agreement
Online sales disclaimer
Sales addendum
Sales agency agreement
Sales commission policy
Sales expenses reimbursement policy
Sales invoice
Sales proposal
Sales representative agreement

Due Diligence

Acquisition of common shares documents request for due diligence
Apology for accounting errors and past due notice
Assignment of money due
Credit extension to past due preferred customer
Deliveries held until past due balance paid
Due diligence requisition list
Notice of payment 60 days past due
Private placement due diligence requisition list
Request apology for nsf check due to error
Request to contact credit manager on past due account
Shipments held until past due balance paid
Withdrawal of credit on past due account

Buy and Sell Shares

Acquisition of common shares documents request for due diligence
Affiliate purchase agreement
Agreement for redemption of preferred shares
Agreement for the subscription of shares
Agreement of purchase and sale of business assets
Agreement of purchase and sale of business assets short
Agreement of purchase and sale of shares 2
Agreement of purchase and sale of shares by shareholder
Agreement of purchase and sale of shares
Asset purchase agreement
Assignment of shares
Bill of sale for corporations
Blanket purchase agreement
Bulk sale agreement
Buy sell agreement
Checklist evaluation to buy a business
Conditional sale agreement
Contract for the sale of goods
Exchange of shares agreement
Exchange of shares agreement long form
Exclusive right to sell
Exclusive sales agreement
Letter examples for a subscription of shares
Offer to purchase shares agreement
Offer to purchase shares agreement venture capital
Option to buy agreement
Option to buy agreement long
Power purchase agreement
Proposal to buy a business
Purchase agreement
Purchase agreement short version
Rollover agreement values shares with adjustment clause
Rollover agreement values shares with election clause
Sale agreement for international goods
Sale of shares agreement
Sales agency agreement
Share purchase agreement deemed dividend
Share subscription agreement venture capital
Shares capital description preferred shares
Shares transfer agreement short
Stock agreement
Stock purchase agreement
Tender of shares for acquisition

Employee Profit Sharing

Articles of incorporation not for profit organization
Bylaws not for profit corporation
Consulting agreement with sharing of software revenues
Non profit organization business plan 2
Non profit organization business plan 3
Non profit organization business plan 4
Non profit organization business plan 5
Non profit organization business plan
Profit sharing plan

Employee Stock Option

24h cancellation policy
Acceptable use policy
Accounting policies and procedures
Acknowledgment and waiver about employee dating
Acknowledgment of customer praise of employee
Announcement of new pricing policy
Anti bullying policy
Anti corruption policy
Anti harassment policy
Anti spam policy
Appointment for employment interview and testing
Asset management policy
Assignment and transfer of stock certificate
Assignment of pre employment works
Attendance policy
Authorization waiver and release for employee credit report
Board resolution adopting an environmental policy
Board resolution adopting campaign contribution limitations policy
Board resolution affirming non discrimination policy
Board resolution approving the retirement of employee
Board resolution to terminate an employee
Brand style guide
Bring your own device policy byod
Business plan guidebook short version
Cancellation policy
Cash handling policy
Checklist emergency procedures
Checklist employment agreements
Checklist hiring employees
Checklist home based employee
Checklist how to be an excellent employee
Checklist key employee life insurance
Checklist new employee orientation
Checklist pre employment
Checklist when should you fire an employee
Christmas employee discount offer
Clean desk policy
Company vehicle policy
Complaint policy
Complimentary letter to employee on handling of difficulty
Complimentary letter to employee on handling of emergency
Computer use policy
Confirmation of employment and letter of recommendation
Conflicts of interest policy
Confusion regarding sick leave policy
Congratulations to an employee on 5 year anniversary
Cover letter employment agreement
Covid 19 policy in the workplace
Credit policy
Customer letter for departed employee
Cyber security policy
Data retention and destruction policy
Data security policy
Disability policy
Discounted membership for employees
Diversity policy
Dress code policy
Drug and alcohol policy
Email policy strict
Employee appraisal form
Employee authorship certificate
Employee complaint form
Employee compliance survey
Employee correction form
Employee dismissal letter
Employee email policies long
Employee emergency notification form
Employee handbook
Employee handbook for employees working from home
Employee job and motivation improvement meeting
Employee mental health and wellness checklist d12739
Employee mental health and wellness checklist
Employee non compete agreement
Employee non disclosure agreement
Employee photo and recording release
Employee proprietary rights acknowledgment
Employee proprietary rights acknowledgment upon termination
Employee reference release agreement
Employee request to participate in medical plan d611
Employee request to participate in medical plan
Employee satisfaction survey
Employee separation agreement
Employee share purchase plan
Employee stock option agreement
Employee stocks option grant notice
Employee suggestion for company meeting
Employee suggestion form
Employment agreement
Employment agreement for technical employee
Employment agreement at will employee
Employment agreement executive
Employment agreement executive with car allowance
Employment agreement executive2
Employment agreement general
Employment agreement key employee
Employment application form
Employment at will policy
Employment contract worksheet
Environmental policy
Funeral leave policy
Gdpr privacy policy
General safety policy
Grievance policy
Guide for buying selling intellectual property
Guide for registering a trademark usa
Hiring policy
How to collect late paying customers
How to create a business website
How to create a joint venture
How to create a marketing plan guidebook
How to create a performance improvement plan
How to create a sales forecast
How to create a staffing plan
How to create sales forecast for new product
How to creating a customer service strategy
How to develop a marketing campaign
How to develop a marketing plan
How to develop a staff training program
How to develop software
How to do bank reconciliation
How to do inventory reconciliation
How to hire an employee
How to implement customer service training
How to improve any business process d12577
How to improve any business process
How to improve customer relationship
How to incorporate a business
How to make a business assessment
How to make a business plan
How to make a market research
How to manage a payroll system usa
How to manage a payroll system
How to manage cash flow
How to manage inventory in the warehouse
How to market a new product
How to optimize transport and logistic
How to outsource software development
How to plan and manage production
How to prepare a cash flow forecast
How to raise capital
How to review a supplier contract
How to review debtors accounts
How to select a supplier
How to setup a purchasing process
How to setup a shopping cart
How to setup an hr department
How to setup online payment
How to steps for client onboarding process
How to steps for data processing
How to steps for production management
How to steps for supply chain management
How to steps from product concept to manufacturing
How to terminate an employee
Interview guide accountant
Interview guide accounting technician
Interview guide administrative assistant
Interview guide bookkeeping accounting and auditing clerk
Interview guide computer systems analyst
Interview guide computer technician
Interview guide customer service representative
Interview guide director of information technology
Interview guide executive secretary
Interview guide file clerk
Interview guide general and operations manager
Interview guide human resources assistant
Interview guide marketing assistant
Interview guide marketing manager
Interview guide office and administrative personnel
Interview guide office clerk
Interview guide payroll and timekeeping clerk
Interview guide production supervisor or manager
Interview guide programmer java
Interview guide programmer net
Interview guide receptionist
Interview guide sales director or manager
Interview guide sales representative wholesale non technical
Interview guide sales representative wholesale technical
Interview guide shipping receiving and traffic clerk d11606
Interview guide shipping receiving and traffic clerk
Interview guide treasurer and controller
Investment policy statement
Jury duty policy
Knowledge worker interview questionnaire
Letter confirming employment
Letter confirming employment terms
Letter of appreciation to employee
Letter of encouragement to sales staff
Letter to new employer of former employee non disclosure
Marijuana policy
May i introduce our new employee to you
Media relations policy
Military leave policy
New employee survey
New employee welcome letter
Notice of grant of stock option
Notice of termination false employee information
Notice to employee unqualified for christmas bonus
Notice to employees of bonus cancellation
Notice to employees of new vacation policy
Notice to employees of unsatisfactory behavior
Offer of assistance to family during employee illness
Option to buy agreement
Overtime policy guidance
Paid time off policy
Personal leave policy
Personal recommendation of employee
Phantom stock agreement
Please welcome new employee
Pledge of shares of stock
Policy letter on vehicle expense reimbursement
Policy on privacy and employee monitoring
Post employment information release agreement
Post employment reference policy
Preferred stock purchase agreement
Pregnancy leave policy
Press release promotion of employee
Progressive discipline policy
Proposal of determination of the fair market value of share
Put option agreement
Refusal of employee request for early raise d648
Refusal of employee request for early raise
Reminder to employee to renew drivers license
Remote work policy
Remuneration policy
Request for employment reference
Request immediate insurance coverage for new employee
Request to locate former employee
Response to employee request for family or medical leave
Response to inquiry concerning former employee
Restricted stock purchase agreement
Restrictive covenants for employment agreements d555
Restrictive covenants for employment agreements
Return refund policy
Rules for hiring
Sabbatical leave policy
Sales commission policy
Security policy
Sexual harassment policy
Share donation agreement
Share purchase agreement deemed dividend
Share subscription agreement private long form
Share subscription agreement venture capital
Sick leave policy
Sick pay policy
Simplified employee pensions plan
Smoking policy
Social media policy
Special pricing policy for repeat buyers
Standard operating procedures
Statement and policy prohibiting illegal discrimination
Stock agreement
Stock certificate and common stock
Stock certificate and common stock
Stock purchase agreement
Stock subscription agreement
Telecommuting policy
Telework policy
Temporary employment contract
Third party confidential information policy
Time off policy
Time off to vote policy
Unlimited vacation policy
Vacation policy
Vendor management policy
Verification of employment and letter of recommendation
Visitor policy
Website privacy policy
Whistleblower policy
Work from home policy
Workplace aids policy
Workplace violence prevention policy
Worksheet contingent worker
Worksheet termination of employment

Business Banking

Authorization to debit account
Authorization to release account information
Bank loan application form and checklist
Board resolution regarding banking account
Board resolution regarding banking and creation of operations fund
By law banking
Confirmation requested bank has no interest
How to do bank reconciliation
Installment note bank deposit as collateral
Movable hypothec long form
Notice to bank to stop payment on check
Notifying bank of additional signing officer
Notifying bank of removal of signing officer
Pre authorized payment
Pre authorized payment specific amount
Repurchase of accounts receivable agreement
Request apology for nsf check due to error
Request bank to close account
Request bank to stop payment
Request bank to wire funds
Request deferral of interest payment
Request delay to present financial statement
Request increase of credit limit
Request proposal for credit facility
Request release of personal guaranty
Request to bank for copy of credit report
Request to bank for extension of time
Termination of future guaranty
Wire transfer instructions form

Business Financing

Acquisition of common shares documents request for due diligence
Adhesion to the unanimous shareholder agreement
Agreement between owner and contractor
Agreement for redemption of preferred shares
Agreement for the subscription of shares
Agreement of absolute transfer and assignment of accounts receivable
Agreement of purchase and sale of business assets
Agreement of purchase and sale of business assets short
Agreement of purchase and sale of shares 2
Agreement of purchase and sale of shares by shareholder
Agreement of purchase and sale of shares
Agreement to compromise debt
Agreement to compromise disputed account
Agreement to extend debt payment
Agreement to extend debt payment terms
Approbation of new credit account
Assignment and transfer of stock certificate
Assignment of shares
Authority to release credit information
Balloon note
Bank loan application form and checklist
Board resolution approving declaration of dividend loan
Board resolution approving loan of funds
Board resolution approving unanimous shareholders agreement
Business credit application
Buy sell agreement
Buyout agreement
By law approving borrowing of money
Cancellation of credit line
Cession of priority of rank agreement
Checklist alternate term sheet provisions
Checklist dealing with shareholders and investors
Checklist items to consider for drafting a promissory note
Christmas credit extension announcement
Collateral debenture
Collateral decision request for loan documents
Collection letter following promissory note
Commendation and refusal of request for raise
Company credit account approbation
Company credit account denial
Company credit account denial for unfavorable report
Confidentiality agreement d950
Consumer credit application
Convertible debenture
Convertible note agreement
Credit card billing authorization form
Credit extension to past due preferred customer
Credit information cover letter
Credit information request
Credit memo
Credit policy
Credit reference response
Debenture pledge agreement
Debenture short form
Debentureholders instrument cancelation
Debentures and trust deed
Deed of pledge loan
Demand note
Demand to pay promissory note
Denial of credit
Director of finance job description
Disability plan long term
Disability plan short term
Dissociation agreement
Distribution agreement
Due diligence requisition list
Earnout clauses agreement
Employee stock option agreement
Employee stocks option grant notice
Employers verification on loan applicant
Equipment loan agreement
Exchange of shares agreement
Exchange of shares agreement long form
Financing agreement
Financing agreement short
Founders agreement
General conveyance agreement moveable immoveable
General conveyance agreement wind up
Guarantee of claim promissory note
How to raise capital
Inquiry on new customer credit
Installment note bank deposit as collateral
Installment payment agreement
Investment agreement
Investment policy statement
Letter agreement on repayment schedule
Letter examples for a subscription of shares
Letter of request for an equity investment
License agreement
Llc investment agreement
Loan agreement
Loan agreement stockholder to corporation
Loan application review form
Loan counselor job description
Merger agreement
Movable hypothec promissory note
Notice of credit limit
Notice of credit limit increase
Notice of debt acknowledgment
Notice to correct credit
Notice to stop credit charge
Offer to loan customers to move december payment
Offer to purchase shares agreement
Offer to purchase shares agreement venture capital
Opening new credit account
Option to buy agreement
Participating and convertible debenture
Partnership agreement
Phantom stock agreement
Pledge agreement debenture
Pledge of shares of stock
Pooling agreement
Pooling agreement d5168
Pooling agreement
Preferred stock purchase agreement
Private placement due diligence requisition list
Proposal of determination of the fair market value of share
Put option agreement
Refusal of employee request for early raise
Renewed note
Reply to request about credit rejection
Repurchase of accounts receivable agreement
Request for credit information
Request for extension of time on promissory note
Request for payment credit line exceeded
Request increase of credit limit
Request of extension of time to repay debt
Request proposal for credit facility
Request to bank for copy of credit report
Request to contact credit manager on past due account
Restricted stock purchase agreement
Restrictions on credit
Rollover agreement values shares with adjustment clause
Rollover agreement values shares with election clause
Sale of shares agreement
Secured installment note
Security agreement and promissory note
Security agreement
Settlement agreement
Share donation agreement
Share purchase agreement deemed dividend
Share subscription agreement private long form
Share subscription agreement venture capital
Shared equity agreement
Shareholders agreement
Shares capital description preferred shares
Shares transfer agreement short
Stock purchase agreement
Stock subscription agreement
Subordinated loan agreement
Subordination agreement long form
Subordination agreement private companies
Subordination and cession of priority leased equipment
Subscription agreement
Supply agreement
Tender of shares for acquisition
Term sheet
Term sheet for series a round of financing
Term sheet important things to know
Time note
Vesting agreement
Withdrawal of credit on past due account

Equity Capital Funding

Acquisition of common shares documents request for due diligence
Affidavit of lost stolen or destroyed stock certificate
Agreement for redemption of preferred shares
Agreement for the subscription of shares
Agreement of purchase and sale of business assets
Agreement of purchase and sale of business assets short
Agreement of purchase and sale of shares 2
Agreement of purchase and sale of shares by shareholder
Agreement of purchase and sale of shares
Apology to receiver of nsf check
Approbation of financing application
Assignment and transfer of stock certificate
Assignment of money due
Assignment of shares
Authorization to debit account
Authorization to release account information
Bank loan application form and checklist
Bill of sale for corporations
Board resolution approving purchase of shares
Board resolution approving sale of shares
Board resolution approving subdivision of issued shares
Board resolution regarding banking and creation of operations fund
Buy sell agreement
Buyout agreement
By law approving borrowing of money
By law approving borrowing of money
Checklist alternate term sheet provisions
Checklist dealing with shareholders and investors
Checklist evaluation to buy a business
Checklist sale of a business
Checklist sale of a business critical what if
Collateral debenture
Confirmation requested bank has no interest
Convertible debenture
Debenture pledge agreement
Debenture short form
Debentureholders instrument cancelation
Debentures and trust deed
Demand for extension of payment date
Denial of request for quarterly billing
Director of finance job description
Due diligence requisition list
Earnout clauses agreement
Employee share purchase plan
Employee stock option agreement
Employee stocks option grant notice
Escrow check receipt
Exchange of shares agreement
Exchange of shares agreement long form
Financing agreement
Financing agreement short
Friendly apology for late payment
General conveyance agreement moveable immoveable
General conveyance agreement wind up
Good faith partial payment to creditor
How to raise capital
Investment agreement
Investment policy statement
Invoice
Late payment letter
Letter examples for a subscription of shares
Letter of request for an equity investment
Llc investment agreement
Merger agreement
Monthly partial payment to creditor
Movable hypothec long form
Notice of cancellation of contract
Notice of disputed account
Notice of grant of stock option
Notice of insurance claim
Notice of intent to exercise options to acquire partnership interests
Notice to bank to stop payment on check
Notifying bank of additional signing officer
Notifying bank of removal of signing officer
Offer to purchase shares agreement
Offer to purchase shares agreement venture capital
Online subscription agreement
Option to buy agreement
Participating and convertible debenture
Phantom stock agreement
Pledge of shares of stock
Pooling agreement
Pre authorized payment
Pre authorized payment specific amount
Preferred stock purchase agreement
Press release company has received financing
Price quotation
Private placement due diligence requisition list
Proposal of determination of the fair market value of share
Proposal to buy a business
Purchase order
Put option agreement
Real estate investment company business plan
Receipt for goods or services
Repurchase of accounts receivable agreement
Request apology for nsf check due to error
Request bank to close account
Request bank to stop payment
Request bank to wire funds
Request deferral of interest payment
Request delay to present financial statement
Request increase of credit limit
Request proposal for credit facility
Request release of personal guaranty
Request to bank for copy of credit report
Resolution for the subscription for and issuance of shares
Restricted stock purchase agreement
Rollover agreement values shares with adjustment clause
Rollover agreement values shares with election clause
Sale of shares agreement
Sales invoice
Share donation agreement
Share purchase agreement deemed dividend
Share subscription agreement private long form
Share subscription agreement venture capital
Shared equity agreement
Shares capital description preferred shares
Shares transfer agreement short
Stock agreement
Stock certificate and common stock
Stock certificate and common stock
Stock purchase agreement
Stock subscription agreement
Subscription agreement
Subscription form and power of attorney
Tender of shares for acquisition
Term sheet
Term sheet for series a round of financing
Term sheet important things to know
Termination of future guaranty
Vesting agreement
Wire transfer instructions form
Worksheet business insurance planning

Business Loan

Balloon note
Bank loan application form and checklist
Collection letter following promissory note
Deed of pledge loan
Demand for payment on installment promissory note
Demand note
Demand to pay promissory note
Equipment loan agreement
Financing agreement short
Letter of default on promissory note
Loan application review form
Movable hypothec promissory note
Note purchase agreement
Promissory note with acceleration clause
Request for extension of time on promissory note
Security agreement and promissory note

Venture Capital

Acceptance of order with delivery in lots
Acknowledgment and acceptance of order
Acknowledgment of cancellation of back order
Acquisition of common shares documents request for due diligence
Affiliate purchase agreement
Agreement for redemption of preferred shares
Agreement for the subscription of shares
Agreement of purchase and sale of business assets
Agreement of purchase and sale of business assets short
Agreement of purchase and sale of shares 2
Agreement of purchase and sale of shares by shareholder
Agreement of purchase and sale of shares
Asset purchase agreement
Asset purchase agreement for a garage
Asset purchase agreement for a real estate property
Asset purchase agreement for a retail business
Asset purchase agreement for a telecom business
Asset purchase agreement retail store
Asset purchase agreement simple
Asset sale and purchase agreement film television
Assignment of shares
Bill of sale for corporations
Blanket purchase agreement
Board resolution approving purchase of shares
Board resolution to purchase equipment
Bulk sale agreement
Buy sell agreement
Cancellation of purchase order for late delivery
Cancellation of stop payment order
Cancellation of unfulfilled order
Checklist alternate term sheet provisions
Checklist evaluation to buy a business
Collection follow up on release of pending order
Conditional sale agreement
Confirmation of purchase agreement
Confirmation of verbal order
Contract for the sale of goods
Contract purchase agreement check name
Deliveries held until past due balance paid
Disputed balance notice
Employee share purchase plan
Equipment lease agreement with option to purchase
Equipment purchase agreement
Exchange of shares agreement
Exchange of shares agreement long form
Exclusive right to sell
Exclusive sales agreement
Inability to fill purchase order
Letter examples for a subscription of shares
Letter of intent for purchase of computer equipment
Letter purchase order issued on acceptance of delivery date
Llc membership interest purchase agreement
Note purchase agreement
Notice of exercise of option to purchase
Notice to cancel entire order
Offer to purchase real estate property
Offer to purchase shares agreement
Offer to purchase shares agreement venture capital
Offer to purchase real estate property
Offer to purchase real estate property short form
Option to buy agreement
Option to buy agreement long
Option to purchase real estate property
Packing list of order
Please forgive the error made in order
Power purchase agreement
Preferred stock purchase agreement
Proposal to buy a business
Prospecting sheet
Purchase agreement
Purchase agreement short version
Purchase agreement real property short form
Purchase order
Purchase order
Purchase order letter
Receiving order
Record of purchase form warranty registration
Request for information in advance of purchase order
Request for replacement of check on pending order
Restricted stock purchase agreement
Return of purchase order and demand for advance payment
Rollover agreement values shares with adjustment clause
Rollover agreement values shares with election clause
Sale agreement for international goods
Sale of shares agreement
Sales agency agreement
Share purchase agreement deemed dividend
Share subscription agreement venture capital
Shares capital description preferred shares
Shares transfer agreement short
Shipment schedule acknowldgement of purchase order
Shipments held until past due balance paid
Stock agreement
Stock purchase agreement
Tender of shares for acquisition
Term sheet
Term sheet for series a round of financing
Term sheet important things to know
Thank you for your order

Convertible Note

Checklist items to consider for drafting a promissory note
Collection letter following promissory note
Convertible note agreement
Demand for payment on installment promissory note
Guarantee of claim promissory note
Installment note bank deposit as collateral
Loan agreement
Loan agreement stockholder to corporation
Promissory note
Promissory note line of credit d435
Promissory note line of credit
Promissory note with acceleration clause
Promissory note with acknowledgment
Request for extension of time on promissory note
Subordinated loan agreement

Business Insurance

Announcement of a change in health benefits coverage
Checklist directors and officers insurance
Checklist health and disability insurance
Checklist key employee life insurance
Employee request to participate in medical plan
Explanation of insurance rate increase
Insurance company business plan
Notice of insurance claim
Request immediate insurance coverage for new employee
Request to include landlord in tenants liability insurance
Worksheet business insurance planning

Business Accounting

Accountant job description
Accounting firm business plan
Accounting policies and procedures
Accounting technician job description
Agreement to compromise disputed account
Agreement with accountant
Apology for accounting errors and past due notice
Apology to customer for accounting error d243
Apology to customer for accounting error
Approbation of new credit account
Audit information legal query
Authorization to debit account
Authorization to release account information
Board resolution regarding banking account
Bookkeeping accounting and auditing clerk job description
Charge account limit raise notice
Charge account terms and conditions
Checklist business deductions
Checklist key record keeping
Checklist risk management essentials
Collection history for delinquent account
Company credit account denial
Company credit account denial for unfavorable report
Confirmation requested bank has no interest
Conversion of account to cod 2
Conversion of account to cod
Disputed account settlement
Financial record storage guidelines
Guarantee of account
Individual charge account denial
Interview guide accountant
Interview guide accounting technician
Interview guide bookkeeping accounting and auditing clerk
Investment agreement
Invoice
Job description example for cfo
Llc investment agreement
Movable hypothec long form
New open account welcome and terms letter
Notice of 10 day before collections on delinquent account
Notice of insurance claim
Notice to account debtor of assignment
Notifying bank of additional signing officer
Opening new credit account
Possible financial accounting strategies
Pre authorized payment
Pre authorized payment specific amount
Preferred stock purchase agreement
Repurchase of accounts receivable agreement
Request apology for nsf check due to error
Request bank to close account
Request bank to stop payment
Request bank to wire funds
Request deferral of interest payment
Request delay to present financial statement
Request increase of credit limit
Request proposal for credit facility d298
Request proposal for credit facility
Request release of personal guaranty
Request to bank for copy of credit report
Request to contact credit manager on past due account
Restricted stock purchase agreement
Rollover agreement values assets with surplus account
Settlement offer on disputed account
Termination of future guaranty
Transmittal of account to collection agency
Vesting agreement
Weve credited your account youre right
Wire transfer instructions form
Withdrawal of credit on past due account
Worksheet business insurance planning

Payments

Credit and COllection