Downloadable Business Forms and Accounting Forms and Financial Planning BizForms

Business Forms for your Accounting & Financial Planning Needs! - Items #7-11 thru #7-20
Alphabetical List & access to ready made & systematically formularized BizForm Downloads continued here on our 2nd of 12 "Downloads" section-pages, presenting a variety of Business Forms & Activity Frameworks accessible on this section-page, including, ASSOCIATE & STAFF LIST PREP FORM for quick reference to associate data & activity, BANKING SLIPS which is a quick write up sheet to record source of credit/deposit;.. plus BANKING/DEPOSIT LOG for view of deposit source of funds over longer periods;.. BILLING STATEMENT which is for sending out monthly stastements to customers of invoice totals & balances outstanding;.. BLANK LOG SHEET for monitoring & record keeping in any deprtment;.. BRANCH/LOCATION SET-UP & DEVELOPMENT SPECIFICATION WORKSHEET which helps to focus on the 7 key areas invloving the deicsion making process and establishing development specs;.. CATEGORICAL CHECKS & BALANCES AND REVOLVING GROWTH PRIORITY WORKSHEET which helps to focus on development requirements and adjustment of growth pursuit areas of concentration;.. CATEGORICAL PROBLEM SOLVING REFERENCE WORKSHEET which helps to establish reference data regarding business problem areas and in connecttion with potentially weak areas;.. CHECK BOOK LOG SHEET for payable/disbursement accouting & record-keeping, plus additional BizForm Frameworks which combined make up the complete "primary" system or "back up" paper system for business (or personal) accounting and preparations for annual tac filings, including CHART OF ACCOUNTS & CODES for income & expense allocations, plus CREDIT/DEPOSIT CODE SHEET for listing credits/deposits by code, plus CREDIT OR DEBIT LISTING FORM, for listing debits or credits by code, DEBIT/DISBURSEMENT CODE SHEET, plus DEBIT & CREDIT TOTALS & RECONCILIATION FORM for code allocation totals and computation reconciliation form, plus all purpose GENERAL LEDGER/LOG FORMS & SPREAD SHEETS; to complete the accounting system;.. plus see the BizForm for CIRCUMSTANTIAL ASSESSMENT AND PRIORITY ADJUSTMENT FRAMEWORK which is an all purpose situational worksheet with priority use in marketing & sales process, but excellent for priority assessments in all other departments;.. and the BizForm framework for CIRCUMSTANTIAL REVIEW & ANALYSIS WORKSHEET which is a management function related form & worksheet to help focus on circumstantial governing elements and direct influences involved;.. All of which are made available & distributed by DPU, as created & formulated by the renowned business architect & development specialist Mr. Lance G. Petri, and published by SIR’L Enterprise!.. Please refer to "Next" or "Back" image/icons for additional section-pages to over 160 more BizForms in different categories...

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BizForm Download Files Section - Items #7-1 thru #7-117
SYSTEMATICALLY FORMULARIZED
AND READY MADE "BIZFORMS"
WITH THREE DIMENSIONAL
FRAMEWORK LOGIC GUIDELINES ATTACHED

CONTINUED IN THIS "DOWNLOAD" SECTION
with BizForm items #7-11 thru 7-20 presented on this section-page
<><><>


"TOOLS & MATERIALS"
BIZFORMS DOWNLOAD FILES SECTION

- 2nd-page of download section/category -




It is definitely important to know and to be aware of the fact that the "BIZ-FORMS" ARE NOT JUST "FORMS", but rather intricately formulated and systematically created functional, procedural, and specific activity "FRAMEWORKS" relative to the BizForm item title and subject matter... ALL "BizForms" & Framework file item numbers come with progressive step-by-step THREE DIMENSIONAL "FRAMEWORK LOGIC ANALYSIS & DIRECTIONAL GUIDELINES" included on a separate page in the file from the actual BizForm, reflecting "KEY SONSULTING FACTORS AND REFERENCE POINTTS in connection with functional requirements relative to BizForm framework subject and related activity, plus including simplified and directo to the point instructions for circumstantial alignment specs by user... Each uniquely formulated and progressively algined BizForm is self contained and ready made for easy insertion into daily operations of any business for productivity enhancements and more efficient handling of subject activity involved... The purpose of the Framework Logic Analysis & Directional Guidelines is not only broaden perspectives of the BizForm user, but also enable more comprehensibve training of any staff member the BizForm related function is assigned to... Conequently, the Framework Logic Analysis & Directional Guidelines are designed to CONVEY FORMULIZATION ASPECTS and KEY FACTOR DIRECTIONAL INPUTS relative to the BizForm framework and subject matter, with reference points from "THREE DIMENSIONAL ANALYSIS LEVELS" encompassing "THREE DIFFERENT KEY PERSPECTIVE & FEASIBILITY REALMS" AT EACH DIMENSIONAL LEVEL in short & concise phrasing conveying only the IMPORTANT POINTS, instead of long & unnecessary dribble, TO ENABLE THE FLOW OF MORE DEPTH OF THOUGHT & CONSIDERATION and also WIDEN THE SCOPE OF PERSPECTIVES OF BOTH THE TRAINER & USER, which in actuality is WHAT MAKES EACH "BIZFORM" and the entire "BizForm Econo-Pack Line" of business activity frameworks SO UNIQUE AND SO USEFUL not only to Business Owner-Operators & Managers and their end-user Staff & Sales Reps, but also to Teachers, Trainers, and to professional Business & Management Consultants... The realistic, honest, and simple yet amazingly insightful "Framework Logic Guidelines" included with each BizForm are designed for better understanding of formulization aspects of the particular BizForm framework and are intended to widen the scope of functional & procedural requirement perspectives regarding the BizForm subject activity... At the first dimensional analysis level, the Framework Logic Guidelines are focused on REFERENCE POINTS & DIRECTIONAL GUIDELINES and instructions relative to the "CONCEPTUAL" and "THEORETICAL" and "OPERATIONAL" ELEMENTS and GOVERNING FACTORS connected with the subject functional & activity requirements... At the second dimensional analysis level, which is an entirely different dimensional point of reference, the framework logic input is focused on the "CATEGORICAL" and "SYSTEMATICAL" and "DEPARTMENTAL" SUITABILITY POINTS OF REFERENCE and suggestive input & instructions relative to the BizForm Framework... At the third dimensional analysis level, it focuses on the KEY FACTORS involving the "PSYCHOLOGICAL" and "FUNCTIONAL" ASPECTS relative to the subject function & activity and DIRECTIONAL INPUT as to the "IN PRACTICE" use of the BizForm Framework!..

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For further descriptive information or for order processing time frames and other details, please see more in-depth synoptic outlines on our 1st BizForms Download Section-Page and the beginning of our Alphabetical List of our BizForm item numbers & Subject/Titles... Order Directly Online from our Alphabetical BizForm List on 12 consecutive BizForm "Download" section-pages - For inquiries or Customer Service please call: 310-720-1426 or toll free 800-200-7475 - fax: 213-383-0354 - Customer Service Email address--> dpuigp@earthlink.net<--



Our "Alphabetical List of BizForms" contain a total of 117 primary BizForms
plus 50 secondary BizForms included under certain primary BizForm items
presented on 12 progressive "Download Section-pages"...
Please use "Next" or "Back" icon/image button after BizForm items below
or at bottom of this section-page for more BizForms:





item # 7-11
"ASSOCIATE/STAFF LIST PREP-FORM"
(for quick reference to associate data and activity updates)
Maintaining an Associate/Staff List for use by different departments has its benefits,
however, depending on company practices, it can also serve to send birthday
and special holiday gtreetings to the parties on the List created! <><><><><><><><><>
PRICE: $6.95 via Email or $4.95 via Fax - - (plus tax if applicable)

Intended for easy & quick access to staff and associates communications & reference data and possibly for initiating a system for automatic birthday & holiday greetings and special occasion acknowledgements. (1 form/framework page plus framework logic page).

SECURE ONLINE ORDERING & PURCHASING
via CREDIT CARD or E-CHECK!

on our PayPal secure server.
Decide on delivery method preferred and fill in blank below,
then click on Download-File via Email or Fax Delivery image/button for Shopping Cart
and then simply follow payment instructions or choose another item and add to Shopping Cart.

Email address you want File sent to:
Fax number you want File sent to:






item # 7-12
"BANKING SLIPS" (credit/deposit source write-up sheet)
This BizForm framework can be cut into 3 slips to record source of credits/deposits made.
It's designed to be able to make instant notation concerning checks or funds being deposited
to record the source of funds and miscellaneous coding information if necessary!

*plus - included for Free ................................... "BANKING/DEPOSIT LOG"
This BizForm framework will help provide quick view of the source of funds deposit over longer periods.
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PRICE: $6.95 via Email or $4.95 via Fax - - plus tax if applicable)

The Banking Slip is designed to enable instant notations concerning checks or funds being deposited as to source of funds and miscellaneous coding information that can later be transferred to check book and debit/credit accounting system. The usual eposit slips obtained from banks are after the tact and are used for a different purpose entirely. Banking slips contain areas for critical information needed in accounting process and helps to identify persons involved in the handling of the funds or check involved. The additional Banking Deposit/Log form deals with similar information as the Banking Slips, except that this log will provide a view concerning deposits over a longer period of time instead of just looking at each banking slip individually. (2 form/framework pages plus respective framework logic pages).

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via CREDIT CARD or E-CHECK!

on our PayPal secure server.
Decide on delivery method preferred and fill in blank below,
then click on Download-File via Email or Fax Delivery image/button for Shopping Cart
and then simply follow payment instructions or choose another item and add to Shopping Cart.

Email address you want File sent to:
Fax number you want File sent to:






item # 7-13
"BILLING STATEMENT"
(statement form for monthly invoice totals & balances outstanding)
This BizForm follows standard billing statement format
for monthly statement to customer of invoice totals & balances outstanding!
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PRICE: $6.95 via Email or $4.95 via Fax - - (plus plus tax if applicable)

Standard Billing Statement format, whether used to bill client for services or used as monthly statement of invoices outstanding. Can be used as a composite of different invoices outstanding when multiple shipments are involved within billing cycle and also as monthly statement of invoices in arrears. (1 form/framework page plus framework logic page).

SECURE ONLINE ORDERING & PURCHASING
via CREDIT CARD or E-CHECK!

on our PayPal secure server.
Decide on delivery method preferred and fill in blank below,
then click on Download-File via Email or Fax Delivery image/button for Shopping Cart
and then simply follow payment instructions or choose another item and add to Shopping Cart.

Email address you want File sent to:
Fax number you want File sent to:

Also look for BizForm
item #7-51 for
"Invoice" to bill customers for merchandise when shipped
or for sevices to be renderd
or for services already provided!
Also look for BizForm item #7-100 for "Sales/Order Form"
used to write up orders when placed by customers!

Also look for BizForm item #7-101 for "Sales Order Tracking Form"
for update status recording of where orders stand
in the sales process at all times!
It is also advisable to look for BizForm item #7-42 for
Gross Sales & Sales Tax Log" which is a financial record keeping
form to record gross sales and sales tax data needed
for sales tax filings monthly or quarterly,
and for hard copy back up reference for income tax preparations,
which will come in handy if ever there's a computer glitch!








item # 7-14
"BLANK LOG SHEET"
(all purpose- fill in to suit activity)
This BizForm framework is usable for monitoring & record keeping in any deprtment!
It's easily adaptable to record primary data for relative to functions or activity totals
or for tracking any process in any area of the business,
spanning six columns with data entry spaces for up to 31 saily entries covering any month of the year!
<><><><><><><><><>
PRICE: $6.95 via Email or $4.95 via Fax - - (plus tax if applicable)

This form is designed in a manner that is adaptable for use in connection with just about any situation or monitoring & record keeping objective covering any particular function or category in business. (1 form/framework page plus framework logic page).

SECURE ONLINE ORDERING & PURCHASING
via CREDIT CARD or E-CHECK!

on our PayPal secure server.
Decide on delivery method preferred and fill in blank below,
then click on Download-File via Email or Fax Delivery image/button for Shopping Cart
and then simply follow payment instructions or choose another item and add to Shopping Cart.

Email address you want File sent to:
Fax number you want File sent to:

It is also advisable to look for BizForm
item #7-38 for
"General Activity Report" which you can simply fill in to suit your activity reporting & tally requirements
in connection with any process or program, or any department activity!








item # 7-15
"BRANCH LOCATION SET-UP & DEVELOPMENT SPECS/WORKSHEET"
(set-up & development specification worksheet)
This unique and sytematiclly aligned BizForm worksheet will help to focus
on the 7 key areas invloving the deicsion making process
and to progressively establish the development specs necessary
for any branch loaction set-up and development prursuit objectives!

This systematically formularized and progressively aligned BizForm worksheet
is also another one of those one of a kind BizForm frameworks
that cannot be found anywhere else other than in the unique BizForm Econo-Pack Line!
<><><><><><><><><>
PRICE: $9.95 via Email or $7.95 via Fax - - (plus tax if applicable)

Formularized Worksheet dealing with 7 key factors involving the decision process that has to be initiated for establishing location set-up guidelines and development specs, as well as budget estimates in connection with any branch loaction development pursuits.(1 form/framework page plus framework logic page).

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via CREDIT CARD or E-CHECK!

on our PayPal secure server.
Decide on delivery method preferred and fill in blank below,
then click on Download-File via Email or Fax Delivery image/button for Shopping Cart
and then simply follow payment instructions or choose another item and add to Shopping Cart.

Email address you want File sent to:
Fax number you want File sent to:






item # 7-16
"CATEGORICAL CHECKS & BALANCES - REVOLVING GROWTH PRIORITY ANALYSIS WORKSHEET"
This unique BizForm analysis-worksheet will help to focus on business development requirements
and adjustment of growth pursuit areas of concentration!
It will enable user to recognize a wider range and inherently connected development requirements
and be able to contemplate growth pursuits more in tune with and on target
in accordance with circumstances involved
and more readily deal with growth pursuits
in a systematically prioritized fashion!

This uniquely formularized formularized and progressively aligned BizForm worksheet
is also another one of those one of a kind BizForm frameworks
that cannot be found anywhere else other than in the unique BizForm Econo-Pack Line!
<><><><><><><><><>
PRICE: $9.95 via Email or $7.95 via Fax - - plus tax if applicable)

Formularized worksheet designed to expand perspectives to be able to recognize a wider range of development requirements in order to adjust growth pursuits to specific areas that need to be dealt with in a prioritized fashion for sake of optimum results. (1 form/framework page plus framework logic page).

SECURE ONLINE ORDERING & PURCHASING
via CREDIT CARD or E-CHECK!

on our PayPal secure server.
Decide on delivery method preferred and fill in blank below,
then click on Download-File via Email or Fax Delivery image/button for Shopping Cart
and then simply follow payment instructions or choose another item and add to Shopping Cart.

Email address you want File sent to:
Fax number you want File sent to:






item # 7-17
"CATEGORICAL PROBLEM SOLVING REFERENCE WORKSHEET"
This uniquely formularized and systematically aligned BizForm worksheet
encompasses the key areas of the business and progressively
establishes reference data regarding business problem areas categorically
in alignment with probable pursuit objectives in potentially weak areas
and related realistic improvement requirements!
It will help user to focus on the periodical, and generally repetative,
as well as occasional problem areas
and circumstantially align probable pursuit objectives
and the realistic improvement requirements
and then simply specify individualized functional aspects
relative to areas of concern!

As a matter of fact, this BizForm worksheet is another one of those
uniquely formularized BizForm frameworks that cannot be found anywhere else
other than in the unique BizForm Econo-Pack Line
and enables the user to focus on the key elemnts
and governing factors pertaining to the subject matter
and proceed in a simplified and systematic manner
in dealing with the necessary process progressively!

<><><><><><><><><>
PRICE: $12.95 via Email or $10.95 via Fax - - plus tax if applicable)

Worksheet for establishing refernce data categorically and helpful directional guidelines in connection with solving problem areas, which can be used not only with respect to departmental or general business problems, but also to establish potentially weak areas and focus on more realistic pursuit requirements. (1 form/framework page plus framework logic page).

SECURE ONLINE ORDERING & PURCHASING
via CREDIT CARD or E-CHECK!

on our PayPal secure server.
Decide on delivery method preferred and fill in blank below,
then click on Download-File via Email or Fax Delivery image/button for Shopping Cart
and then simply follow payment instructions or choose another item and add to Shopping Cart.

Email address you want File sent to:
Fax number you want File sent to:

It is advisable to also look for BizForm
item #7-30
for unique and enlightening worksheets for functional requirements
in connection with daily management areas of responsibility!

It is also advisable to look for BizForm item #7-111 for uniquely formularized
and systematically a;igned worksheets in connection with
overall business growth development and management functions!








item # 7-18
"CHECK BOOK LOG SHEET"
(payable disbursement/accounting & record-keeping)

Plus additional BizForm Frameworks as listed below
which combined make up the complete "primary" system or "back up" paper system
for business (or personal) accounting and preparations for annual income tax filings!

*plus - included for Free ............................................. CHART OF ACCOUNTS & CODES
(income & expense code allocation list)
*plus - included for Free ........................................ CREDIT/DEPOSIT CODE SHEET
(for listing credits/deposits by code)
and also - included for Free ............................. CREDIT OR DEBIT LISTING FORM
(listing of credits or debits by code)
*plus - included for Free ............................. DEBIT/DISBURSEMENT CODE SHEET
(for listing debits/disbursements by code)
and also - included for Free .............................. DEBIT OR CREDIT LISTING FORM
(listing of either credits or debits by code)
*plus - included for Free ...... DEBIT CREDIT TOTALS & RECONCILIATION FORM
(code allocation totals & computation reconciliation form)
and also - included for Free .......................... similar totals & reconciliation form
for combination of 2 checking accounts
*plus - included for Free ....................................... GENERAL LEDGER/LOG FORM
(all purpose - 8 columns)
and also - included for Free ................................ similar General Ledger/Log Form
(similar 8 columns - with wider spacing)
and also - included for Free ........................... GENERAL LEDGER/SPREAD FORM
(all purpose - 11 columns)
and also - included for Free ................. GENERAL ACCOUNTING/SPREAD FORM
(all purpose - 7 columns w/support spacing)|
<><><><><><><><><>
PRICE: $12.95 via Email or $10.95 via Fax - - (plus tax if applicable)

All possible safety measures should be taken in case of any computer glitch or any virus problems that could throw off an entire year's accounting entries. The combined forms in this file offer a completely formularized manual accounting system that can be used as back up for any computerized systems used. The check book log sheet follows standard check book format with ample space for notations and expenditure coding. The Chart of Accounts & Codes provides a simplified & complete coding system for income and expenses, minimizing outside accounting expenditures for such record-keeping. The Credit/Deposit Code Sheet, plus Debit/Disbursement Code Sheet and Credit or Debit Listing Form enable systematic listing of actual monthly Income/Credits and Disbursement/Debits as they occur by code allocations. The Debit/Credit Totals & Reconciliation form can be used for monthly and annual recap of totals categorically by codes allocated, resulting in a clear picture of taxable gross and non-taxable income less deductible and non deductible expenditures. The General Log/Spread Form, General Ledger/Log Form, and General Accounting/Spread From are included to provide an even wider range of record-keeping formats within the accounting system process if desired. (6 form/framework pages plus respective framework logic pages)

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Decide on delivery method preferred and fill in blank below,
then click on Download-File via Email or Fax Delivery image/button for Shopping Cart
and then simply follow payment instructions or choose another item and add to Shopping Cart.

Email address you want File sent to:
Fax number you want File sent to:






item # 7-19
"CIRCUMSTANTIAL ASSESSMENT AND PRIORITY ADJUSTMENT FRAMEWORK"
(all purpose situational worksheet - marketing & sales process priority)
Excellent for circumstantial priority assessments in any department,
however it may be most helpful in in the course of the marketing & sales process
to reinforce priorities to suite circumstances and list step-by-step procedures necessary to achieve objectivess...
If a salesman is running into a snag or a brick wall or having some kind of general hang up with a customer,
it's best to put things on hold and proceed when ready to effectively deal with the matter!
Any effort to proceed at that point may be futile without some kind of assessment and reorganization
before attempting to pick up the pieces to make the deal,
and this BizForm worksheet is designed to help accomplish that goal!
<><><><><><><><><>
PRICE: $6.95 via Email or $4.95 via Fax - - (plus tax if applicable)

This framework is usable in just about any situation including the marketing & sales process to reinforce priorities to suit circumstances and establish step by step procedures necessary to achieve objectives. The end result in the use of this form can not only strengthen pursuit objectives, but also produce better course of action under the circumstances in each instance. (1 form/framework page plus framework logic page).

SECURE ONLINE ORDERING & PURCHASING
via CREDIT CARD or E-CHECK!

on our PayPal secure server.
Decide on delivery method preferred and fill in blank below,
then click on Download-File via Email or Fax Delivery image/button for Shopping Cart
and then simply follow payment instructions or choose another item and add to Shopping Cart.

Email address you want File sent to:
Fax number you want File sent to:

If the circumstantial assessment requirements are more of a daily operations management nature,
then it is also advisable to look for BizForm
item #7-20 for
the "Circumstantial Review & Analysis Worksheet"
which is more suited for circumstantial review aspects involved
in daily management functions!








item # 7-20
"CIRCUMSTANTIAL REVIEW & ANALYSIS WORKSHEET"
(management function related form)
This BizForm worksheet will help to focus on
circumstantial governing elements and direct influences involved
and will simplify the daily circumstantial review & analysis process,
which is second step in the daily management functional requirements
that should be dealt with each and every business day!

In the circumstantial assessment requirements are more individual work-station rather than management oriented,
particularly if it relates to any salesman's marketing & sales status regarding certain deals
or specific hang-ups with a customer,
then it is also advisable to look for BizForm item #7-19 for
the "Circumstantial Assessment & Priority Adjustment Framework"
which is more suited to such matters!
<><><><><><><><><>
PRICE: $6.95 via Email or $4.95 via Fax - - (plus tax if applicable)

This Worksheet helps to focus on key areas necessary for review of circumstanes and governing elements connected therewith, including both direct & outside influences that may be involved under the circumstances. (1 form/framework page plus framework logic page).

SECURE ONLINE ORDERING & PURCHASING
via CREDIT CARD or E-CHECK!

on our PayPal secure server.
Decide on delivery method preferred and fill in blank below,
then click on Download-File via Email or Fax Delivery image/button for Shopping Cart
and then simply follow payment instructions or choose another item and add to Shopping Cart.

Email address you want File sent to:
Fax number you want File sent to:

It is also highly advisable to look for the following BizForm items listed here
for specific frameworks that will help to focus and effectively deal with the progressive
step-by-step functional requirements categorically within each of the nine key management areas
that the above referenced BizForm worksheet encompasses, starting with:
WORKSHEETS FOR FIRST GROUP OF DAILY KEY-MANAGEMENT AREAS OF RESPONSIBILITY:
1) BizForm item
#7-108 for the daily general Status/Update and
Functional Reminder regarding current standing,
2) item #7-20 which is the primary BizForm described above
and is accessible under the above referenced item/file number,
for the Circumstantial Review & Analysis process,
3) item #7-24 for the Conditional/ Operational Assessing & Adjusting process,
WORKSHEETS FOR SECOND GROUP OF DAILY KEY-MANAGEMENT AREAS OF RESPONSIBILITY:
4) item #7-107 for the Situational / Directional Aligning & Prioritizing process,
5) item #7-87 for the Pursuit Objective Planning & Organizing process,
6) item #7-77 for the Productivity Enhancing & Training process,
WORKSHEETS FOR THIRD GROUP OF DAILY KEY-MANAGEMENT AREAS OF RESPONSIBILITY:
7) item #7-82 for the Project / Campaign / Program Coordination & Supervision process,
8) item #7-112 for the Systematic Processing & Administration process,
9) item #7-1 for the Activity Problem Solving & Reorganizing process.
PLUS OVERALL DAILY REMINDER & CATEGORICAL WORKSHEET OF THE BASIC NINE
KEY-MANAGEMENT AREAS OF RESPONSIBILITY:
plus the BizForm item #7-30 for the Daily Management Function Reminder and Categorical Worksheet,
which encompasses and will help user to focus on the continual management flow requirements
and be able to progresively specify matters of concern within the nine specific key areas of management
that should be addressed and dealt with on a daily basis!

It is advisable to also look for BizForm item #7-115 for "Trouble Shooting Frameworks" worksheet
which is not a part of the daily general or sales management areas of responsibility,
but trouble shooting is definitely a periodic management function to be conducted as the need arises!




Back to: PREVIOUS BIZFORMS - #7-01 TO #7-10 Next to: MORE BIZFORMS - #7-21 TO #7-30to BizForms #7-21 thru #7-30




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