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Different types of business documents available

The type of business documents that your firm uses will be dependent on the type of sector in which you operate. However, there are some documents that most businesses will be able to use. Here we take a look at some of the many different types of documents that you may need for your business:

Business plans along with business goals

One of the first documents that you will come across when starting any venture is the business plan. This is a document you draw up which outlines your goals and objectives. The business plan will generally include a management plan, along with a budget and possibly marketing strategies. During the first few years, a business plan is essential as it provides a blueprint and has strategic goals for the business to meet.

Documents relating to accounting

Keeping your accounts up to date is essential when it comes to tax time. You may have a department that takes care of accounting, depending on the size of your business. If you are doing the accounting yourself you will need documents so that you can keep track of what is coming in and what is going out. Your company may also need to write financial reports for any investors and/or shareholders.

Customer services documentation

If your company is selling products or services you may have a customer service department. This service will typically also answer any questions that customers may have and/or deal with complaints. Documents that are common and which relate to clients and the customer service department include order forms, complaint forms and brochures or leaflets with the descriptions of the services and products your company offers.

Documents for the operation of your business

There may be many different types of document that you need for the running of your business. These could include meeting minutes for use during meetings and proposals for projects. Other documents may include terms and conditions, contracts, agreements or terms of business. For your firm to operate legally you may also need several types of legal documentation.
Documents you may need for employees

When taking on employees there are certain documents that you would need. Documents such as these may include a contract of employment. If your business requires this you can download a contract of employment template and base your document on this one and tailor it to meet your needs.

Keeping all employees up to date with health and safety is essential and you will want to have a health and safety document in place in case of accidents in the workplace. Accidents can be recorded on an accident sheet or a health and safety form. Again you can download templates, which you can then tailor to meet the needs of your particular business.

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