Operations management
We’ve compiled the most useful collection of free small business plan templates for entrepreneurs, project managers, development teams, investors, and other stakeholders, as well as a list of useful tips for filling out a small business template. ...
Apr 29, 2022 6 min read
Budget & accounting
Download business budget templates in marketing and department formats, a balance sheet, and a cash flow forecast.
Jul 1, 2025 5 min read
Construction management
Download free estimate templates for jobs, projects, and services, including construction, auto repair, roofing, landscaping, hourly, and more.
Sep 22, 2025 9 min read
Download annual business budget templates in Excel, Microsoft Word, Adobe PDF & Google Sheets for startups, small businesses, marketing & more.
Jul 10, 2025 6 min read
Business process management
Download free small business templates in Google Docs & Google Sheets. Includes inventory, timeline, expense tracking, and more.
May 17, 2025 20 min read
Customer due diligence can help ensure that customers of a bank or financial service are not engaged in criminal activity. Learn what it is and how to streamline the process.
Apr 19, 2021 11 min read
Download free small business balance sheet templates in Microsoft Excel and Word, Google Sheets and Docs, and Adobe PDF formats.
Apr 29, 2023 4 min read
This article features a collection of organization chart templates that department heads and HR pros can use for listing organizational structures. You’ll find organization charts that meet the needs of a variety of business scenarios. Included on ...
Apr 29, 2022 4 min read
Download CRM templates in Excel and Google Sheets formats. Includes monthly, status, marketing, and sales pipeline CRM templates.
Jun 30, 2025 6 min read
Project management
Download free task list templates in Excel, Word, PDF, and Google Docs and Sheets formats to organize tasks, track progress, manage priorities.
Apr 21, 2025 1 min read
We’ve compiled the most useful collection of free small business inventory templates for inventory clerks, warehouse managers, inventory-stock personnel, and other professions. Included on this page, you’ll find a small business inventory ...
Sep 11, 2024 1 min read
Track client information with our comprehensive collection of Microsoft Excel customer database templates. Download and customize free templates that are designed for small businesses. On this page you’ll find a customer relationship management ...
Feb 12, 2024 4 min read
Resource management
Download free retail inventory templates in Excel, Word, PowerPoint, PDF & Google formats to track stock, manage orders & more.
May 1, 2025 7 min read
Learn how to track expenses for small businesses, with a downloadable cheat sheet and instructions for tracking expenses in Excel.
Sep 23, 2025 15 min read
