Small Business Toolbox

Knoll 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.

Illustration of a fanned stack of form templates beside a spreadsheet panel

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 Finance12 files

Click listing 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 & Benefits8 files

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Compensable Work Chart

Initial Notification of COBRA Rights

Overtime Guidance

Privacy Policy

Profit-Sharing Plan

Simplified Employee Pensions

Time-Off Policies

Workers’ Comp Policies

Section C: Recruiting & Hiring19 files

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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 & Equipment3 files

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Annual Lease Table

Checklist for Evaluating Used Cars

Equipment Inventory List

Section E: Employee Management14 files

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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: Marketing3 files

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Business Plan Components: Sample Illustrated Plans

Customer Satisfaction Survey Form

Customer Service Action Form

Section G: Worker Safety9 files

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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 Business10 files

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Business Selection Checklist

Cash Flow Sensitivity Analysis

Cost Assessment Checklist

Equipment Lease Checklist

Family Monthly Budget Form

Franchise Agreement Checklist

Projected Staffing Schedule

Real Property Lease Checklist

Start-up Checklist

Strengths/Weaknesses Assessment Checklist

Section I: Firing & Termination3 files

Click listing to view details and download:

Employment Reference Release

General Release for Employment Termination

Termination Checklist and Form


Personalized Support

We listen to your needs and tailor our services to match, ensuring you receive the right coverage for your unique situation.

Competitive Rates

Our pricing structure is designed to be competitive, giving you the best value without compromising on service.

Trustworthy Advisors

Our knowledgeable agents provide insights and advice, helping you navigate your options with confidence.