Templates
Free, customizable business templates to help you hire, manage, budget, and grow. Designed by industry practitioners and verified for small business compliance.
Highlights
Editorially curated & most downloaded
Retail Track & Count Inventory Spreadsheet Template
Keep accurate stock counts, identify shrinkage, and manage reorder thresholds without costly software using our free inventory tracking spreadsheet.
Meaghan Brophy
Free Employee Expense Report Template (+ Accountable Plan Policy)
Easily track, calculate, and reimburse employee business expenses while maintaining IRS compliance for accountable expense reimbursement plans.
Employee Write-Up Form Template + How to Deliver a Disciplinary Write-up
A customizable disciplinary write-up form helps employers objectively document employee misconduct, attendance issues, or performance deficiencies while staying compliant with labor guidelines.
All Templates Articles
Free Employee Expense Report Template (+ Accountable Plan Policy)
Easily track, calculate, and reimburse employee business expenses while maintaining IRS compliance for accountable expense reimbursement plans.
Tim Yoder, CPA
Retail Track & Count Inventory Spreadsheet Template
Keep accurate stock counts, identify shrinkage, and manage reorder thresholds without costly software using our free inventory tracking spreadsheet.
Meaghan Brophy
Employee Write-Up Form Template + How to Deliver a Disciplinary Write-up
A customizable disciplinary write-up form helps employers objectively document employee misconduct, attendance issues, or performance deficiencies while staying compliant with labor guidelines.
Heather Neisen, SPHR
Standard Employment Application Form Template (EEOC Compliant)
A legally vetted job application form designed for small businesses to screen candidates uniformly while avoiding illegal interview questions.
Heather Neisen, SPHR
Commercial Past-Due Collection Letter Templates (30, 60, 90 Days)
Recover overdue client accounts receivables with a series of 3 professional, legally phrased collection letters.
Tim Yoder, CPA
Employee Time Off & Vacation Request Form Template
Maintain orderly shift scheduling and prevent staffing shortages with a simple, standardized employee PTO request form.
Heather Neisen, SPHR
Daily & Weekly Sales Activity Tracker Spreadsheet
A performance management spreadsheet for sales reps and sales managers to monitor outbound outreach and pipeline progression.
Meaghan Brophy
Candidate Job Interview Evaluation Form & Scorecard
Eliminate hiring bias and compare candidate skills side-by-side with our structured interview scorecard form.
Heather Neisen, SPHR
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