FINANCE & ACCOUNTING KIT - Documents & Legislation for Legal Services
FINANCE & ACCOUNTING KIT - Documents & Legislation for Legal Services (Each File USD $15.75)
Banking
Bookkeeping
Buying & Selling of Shares
Financial Statements
Government Grants Programs
Insurance
Investments
Investors Relations
Invoices & Billing
Loans & Borrowing
Raising Capital
BANKING
Authorization to Debit Account
Authorization to Release Account Information
Confirmation Requested_Bank Has no Interest
Notifying Bank of Additional Signing Officer
Notifying Bank of Removal of Signing Officer
Pre-Authorized Payment
Pre-Authorized Payment_Specific Amount
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
Termination of Future Guaranty
Wire Transfer Instructions Form
BOOKKEEPING
Checklists & Guides
Payments to Creditors
Spreadsheets
CHECKLISTS & GUIDES
Audit Information Legal Query
Check Disbursements Journal
Checklist_Business Deductions
Checklist_Key Record Keeping
Checklist_Risk Management Essentials
Financial Record Storage Guidelines
PAYMENTS TO CREDITORS
Apology to Receiver of NSF Check
Cancellation of Stop Payment Order
Demand for Extension of Payment Date
Escrow Check Receipt
Friendly Apology for Late Payment
Good Faith Partial Payment to Creditor
Late Payment Letter
Monthly Partial Payment to Creditor
Notice of Cancellation of Contract
Notice of Disputed Account
Notice of Rescission
Notice to Bank to Stop Payment on Check
Notice to Stop Credit Charge
Payment on Specific Accounts
Request for Refund of Duplicate Payment
Request for Refund on Undelivered Merchandise
Request for Verification of Receivable During Audit
Request to Bank for Extension of Time
Settlement Offer on Disputed Account
SPREADSHEETS
Accounts Receivable
Bank Reconciliation
Cash Receipts Summary_Monthly
Depreciation Worksheet
Expense Statement
Expense Statement_Yearly
Vehicle Mileage Log
Worksheet_Escrow Fees
BUYING & SELLING 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 by Shareholder
Agreement of Purchase and Sale of Shares
Assignment and Transfer of Stock Certificate
Assignment of Shares
Bill of Sale for Corporations
Checklist_Evaluation to Buy a Business
Checklist_Sale of a Business
Checklist_Sale of a Business_Critical What if
Legends for Stock Certificates_US Corporation
Letter of Intent to Purchase a Business
Option to Acquire Shares from a Shareholder
Option to Buy Agreement
Proposal to Buy a Business
Right of First Refusal Agreement
Stock Agreement
Stock Certificate and Common Stock
Stock Option Agreement
Stock Purchase Agreement
Stock Subscription Agreement
Stock Subscription Package
Transfer of Stock Agreement_Short Form
FINANCIAL STATEMENTS
Advertising Expenses
Balance Sheet
Balance Sheet_Monthly
Balance Sheet_Quaterly
Breakeven and Profit-Volume-Cost Analysis
Cashflow Forecast_Monthly
Cashflow Forecast_Quaterly
Daily Cash Sheet
Financial Projections_3 Years
Financial Projections_12 Months
Financial Ratio Calculator
Income Statement
Income Statement_Monthly
Income Statement_Quaterly
Salary Policy
Sales Projections
Stock Ledger and Capitalization Summary
Trial Balance
GOVERNMENT GRANTS PROGRAMS
Checklist_How to Apply Government Grants
Developing a Grant Proposal
Writing the Grant Proposal
INSURANCE
Checklist_Insurance
Notice of a Claim to Insurance Company
Notice of Insurance Claim
INVESTMENTS
Investment Calculator
Pre-Offering Summary
INVESTORS RELATIONS
Checklist_Dealing with Shareholders and Investors
INVOICES & BILLING
Bill of Lading
Denial of Request for Quarterly Billing
Price Quotation
Purchase Order
Purchase Order
Receipt for Goods or Services
Sales Invoice
Sales Invoice
Sales Receipt
LOANS & BORROWING
Debts & Default
Guaranties & Collateral
Loans
Promissory Notes
DEBTS & DEFAULT
Agreement to Compromise Debt
Agreement to Extend Debt Payment Terms
Assignment of Money Due
Denial of Request for Extension of Time
Notice and Tender by Debtor
Notice of Debt Acknowledgment
Notice of Default in Payment
Notice of Intention to Foreclose
Notice to Account Debtor of Assignment
Quitclaim Deed
Receipt
GUARANTIES & COLLATERAL
Demand by Secured Party for Possession of Collateral
Demand on Guarantor
General Continuing Guaranty
Guarantee of Account
Guaranty
Notice of Private Sale of Collateral
Notice of Public Sale of Collateral
Payment Guaranty
Pledge of Personal Property
Pledge of Shares of Stock
Prior Secured Party Notice
Revocation of Guaranty
Subordination Agreement to Secured Debt
Unlimited Guaranty
LOANS
Bank Loan Request for a SMB
Collateral Decision_Request for Loan Documents
Consumer Loan Agreement
Loan Application _Review form
Loan Calculator with Extra Payments
Loan Calculator
Offer to Loan Customers to Move December Payment
PROMISSORY NOTES
Balloon Note
Checklist_Items to Consider for Drafting a Promissory Note
Demand for Payment on Installment Promissory Note
Demand Note
Installment Note_Bank Deposit as Collateral
Letter of Default on Promissory Note
Promissory Note
Promissory Note_Line of Credit
Promissory Note_Payable on a Designated Date
Promissory Note_Payable on Demand
Promissory Note_With Acceleration Clause
Promissory Note_With Acknowledgment
Renewed Note
Request for Extension of Time on Promissory Note
Secured Installment Note
Time Note
RAISING CAPITAL
Bank Loan Application Form and Checklist
Checklist_Alternate Term Sheet Provisions
Checklist_Due Diligence
Investment Analysis Summary Used by VCs
Statement of Investment Representation
Term Sheet for Series A Round of Financing
Term Sheet
Term Sheet_Important Things to Know
Term Sheet_Short-Form
Venture Capital Term Sheet_Long-Form