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The business startup checklist assists you with a practical tick box style guide to ensure that you have covered all the bases when starting up your business from scratch!

A sound business plan is the cornerstone of any startup. Use the business plan template to guide your setup through the important aspects of starting a business, and ensure your structure is solid.

Vitally important is the agreement between you and your partners. The shareholders agreement template is custom made for private companies, with consideration to the factors that play a vital role in your business relationships.

The share certificate template is a ready-to-go editable document that can be used over and over again to record the formal issue of shares in the company, an important requirement that is sometimes overlooked when making changes to shareholding in your company

The Roles and Responsibilities template assists you with a sample structure for allocating the various tasks to individuals in your company to ensure that all required duties are considered and clarity provided with respect to the execution thereof.

Submit a professional and well though through financing proposal to the bank to ensure your request for finance is approved. A well motivated financing proposal will set you above the rest and show the banks you know what you are doing. It will also help secure you the best possible financing deal.

The company filing structure is a guide to keeping your house in order with consideration to the typical day to day dealings that you can expect to encounter, that mostly get pushed aside to sort out later. The best time to get your filing in order, is right from the start!

The Agenda and Notice of Meeting template lays out the general topics and touch points for discussion at your meetings with your business partners.

This Template is a well structured pre-populated set of minutes with general topics for discussion with respect to general business activities. You can easily insert additional topics and populate actions

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Setting up shop front scratch? The Business Set Up budget guides you with a tick box style template through the various items to budget for when moving into a new office or premises.

The General Journal is a chronological record of financial transactions. Use the General Journal template to record day to day transactions relating to adjustment entries, opening stock etc

The Income Statement (sometimes referred to as the Profit and Loss statement) reports revenues, gains, expenses, losses and net income. This template includes a section to measure budget vs. actual as part of the Income Statement.

The Cashflow Projection is a practical tool that assists you by planning ahead with respect to business inflows and business outflows. The inclusion of a graph assists you to view the annual prediction graphically.

The Balance Sheet is a statement used to report on the company’s assets, liabilities and equity. The template will assist you to draw up a balance sheet that provides a snapshot of what the company owns, the company owes as well as what the shareholders have invested.

The Combined Annual Financial Statements is a sample template for reporting on all the various statements (Income Statement, Cashflow Statement, Balance Sheet) with ‘paints a picture’ of the events for the past financial year.

The Asset Register Template will allow you to keep detailed track of your company assets like plant, equipment, computers, vehicles etc., as well as keep on top of depreciation of these.

All businesses use petty cash from time to time. The Petty Cash Register template will keep record of all petty cash transactions and allow you to easily allocate these costs.

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The Directors Resolution template is a formal written document outlining an action authorized by the board of directors of your company during a board meeting

The Power of Attorney template is a document that authorizes a person / juristic person in specified / legal / financial matters to act on behalf of another person.

At some stage during your venture you will likely enter into a lease agreement, either as the lessee or the lessor. The Lease Agreement template is an easy to use document that contains the relevant clauses to be taken into account.

Placement of the right tenant is critical to your success as investor in dealing with lessees. Follow the right steps and use this professional tenant application form to secure the right tenant.

The Account Overdue Template is a formal letter from your company to a debtor of your company requesting settlement of outstanding monies owed.

The Final Demand of Overdue Account Template is a formal letter from your company to a debtor of your company that follows the Account Overdue Letter,  demanding settlement of outstanding monies owed.

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The Vacancy Position Advert is a template for a professional advertisement for a vacancy in your company outlining the important criteria for placement.

The CV Template is a one pager Curriculum Vitae outlining the important topics to address in writing your professional CV, as well as a standardized format that can be used in your company for staff.

The Letter to Unsuccessful Applicant template is a formal letter notifying the individual applying for a vacancy at your company that he / she has been unsuccessful.

The Contract of Employment template is a ready-to-use professional document outlining the important aspects governing the relationship between you and your employee.

The Fixed Term Contract is similar to the Contract of Employment, the difference being that this document caters for a limited duration contract linking the termination of employment to a specific event such as a date or fulfillment of obligation.

The Job Description template is a ready to use editable document that outlines the various requirements and performance metrics for your employees at the company.

Staff Performance Appraisals are critical to ensure ongoing performance in your organisation. The Performance Appraisal template is a three step document to appraising your staffs’ performance on an ongoing basis.

Managing your employees’ leave is an important aspect sometimes overlooked. The Leave Form template is a simple tool that will allow you to keep record of staff leave days that could end up saving you a lot of money.

The first step in the disciplinary process is the give your employee a verbal warning. Despite being verbal, it is advised to record this event formally as set out in the Verbal Warning template.

After a verbal warning, the next step in the disciplinary process is to provide your employee with a 1st and a 2nd written warning. The Written Warning template accurately outlines the requirements and will enable you to record the event formally

The Final Written Warning is the last step in the disciplinary process prior to terminating an employee relationship due to poor performance / other reasons. Use the Final Written Warning template to accurately record the events leading up to this action.

In most companies, it is inevitable to terminate the relationship between you and an employee at some stage. This Checklist template outlines the various items to action prior to terminating the relationship to ensure you cover all the bases.

Issuing a Notice of Possible Retrenchments and Invitation to Consultation prior to retrenchments is an important part of proceedings sometimes overlooked. Use this template to ensure you inform your staff in the correct manner prior to staff retrenchments.

This template provides you with a guideline for formal written confirmation to your employee of his/her employment being terminated.

Use this template to write a professional letter of retrenchment to the staff concerned, outlining the relevant issues and details leading up to this event.

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The Business Profile Checklist assists you with the compilation of a detailed business profile, touching on all the important business aspects to cover.

The Company Branding Checklist is an easy to use check sheet that covers all the important marketing and branding considerations when setting up your company.

Every company needs a professional letterhead that is well laid out and includes all the necessary company branding and information in a subtle way.

A company business card is often the first introduction of your company to a potential client. Make sure that yours look professional and covers all the important aspects by using our Business Card Template.

Add a default general disclaimer at the bottom of your company emails to renounce possible legal claims that may result from a malicious email sent on behalf of your company

Advertising campaigns are mostly costly affairs. Prior to launching yours, go through our Pre-Advertising Checklist to ensure you have covered all the bases before spending your hard earned cash.

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Use our Purchase Order Template to generate professional purchase orders for your Company’s services.

Use our Sales Order Template to generate professional sales orders for your Company’s services.

The Supplier Agreement template outlines the contractual agreement between you and your service provider to ensure clear terms and conditions in service delivery.

From time to time employees may approach you for a loan from the company. The Employee Loan Agreement is an easy to use loan agreement that will ensure you keep thorough record of loans made to employees.

From time to time employees may use their own funds on company related expenses. The Expense Claim Sheet template is an easy to use document for employees to complete their claims for reimbursement.

Use our Delivery Note Template to generate professional delivery notes for your Company’s services.

Use our Customer Statement template to generate professional statements for your Company’s customers

Use our Pro-Forma Invoice Template to generate professional pro-forma invoices for your Company’s services.

Use our Tax Invoice Template to generate professional tax invoices for your Company’s services

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To keep your business ticking efficiently, over time it will be important to establish principles in the form of governing policies. The Communications Policy provides the ground rules with respect to company communication to third parties.

To keep your business ticking efficiently, over time it will be important to establish principles in the form of governing policies. The Vehicle Usage Policy provides the ground rules with respect to the utilization of company vehicles

To keep your business ticking efficiently, over time it will be important to establish principles in the form of governing policies. The Overtime Policy provides the ground rules with respect to compensation for overtime work to minimize incidents of overtime abuse, loss of productivity and other related matters

To keep your business ticking efficiently, over time it will be important to establish principles in the form of governing policies. The Credit Card policy provides the ground rules with respect to company credit card usage and associated procedures

To keep your business ticking efficiently, over time it will be important to establish principles in the form of governing policies. The Loan policy provides the ground rules with respect to any loans made to company employees.

To keep your business ticking efficiently, over time it will be important to establish principles in the form of governing policies. The Leave policy provides the ground rules with respect to the various types of employee leave available and the administration thereof.

To keep your business ticking efficiently, over time it will be important to establish principles in the form of governing policies. The Gift policy provides direction and guidance to all employees who in the course of their duties will receive gifts / hospitality or be expected to provide gifts to others on behalf of the company

To keep your business ticking efficiently, over time it will be important to establish principles in the form of governing policies. The purpose of the Long Services Awards policy is to set out the arrangements to be followed for the presentation of company staff long service awards.

Please also view our sister site www.propertytemplates.co.za, dedicated to the South African Property sector. Thanks for checking in!