{"title":"Small Business Tools","description":null,"products":[{"product_id":"employee-onboarding-checklist-kit-new-hire-forms-task-tracker-and-timesheet-word-pdf-excel-google-sheets","title":"Employee Onboarding Checklist Kit | New Hire Forms, Task Tracker and Timesheet | Word, PDF, Excel + Google Sheets","description":"\u003cp\u003eYour new employee starts Monday. What needs to be ready? Organize paperwork collection, program access, payroll setup, equipment, and first-week training, with clear tasks and owners for the manager and reference pages for the new hire.\u003c\/p\u003e\u003cp\u003eYour digital download includes a 14-page editable Word document, matching 14-page fillable and printable PDFs, a 2-sheet Excel manager tracker for 50 employees and 200 tasks, a weekly employee timesheet in Excel and printable PDF, and Start Here instructions in one ZIP file. Google Sheets versions of both spreadsheets are included through a separate access PDF.\u003c\/p\u003e\u003cp\u003eTwenty starter tasks are included to assign or adapt. Compatible document software, spreadsheet software, and a form-capable PDF reader are needed; software is not included.\u003c\/p\u003e\u003ch3\u003eWHAT YOU RECEIVE\u003c\/h3\u003e\u003cp\u003eOne ZIP plus a separate Google Sheets access PDF. The ZIP contains:\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e14-page editable Word document\u003c\/li\u003e\n\u003cli\u003eMatching 14-page fillable PDF\u003c\/li\u003e\n\u003cli\u003eMatching 14-page printable PDF\u003c\/li\u003e\n\u003cli\u003eExcel manager tracker with Employees and Tasks sheets\u003c\/li\u003e\n\u003cli\u003eWeekly employee timesheet in Excel and printable PDF\u003c\/li\u003e\n\u003cli\u003eStart Here instructions\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWHAT'S INSIDE\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eEmployee contact, role, and emergency contact information\u003c\/li\u003e\n\u003cli\u003eBefore-start checklist and first-day plan\u003c\/li\u003e\n\u003cli\u003eDocument collection checklist for required employer forms and setup steps\u003c\/li\u003e\n\u003cli\u003eProgram and account access list with usernames and secure password-manager or invitation references\u003c\/li\u003e\n\u003cli\u003eEquipment and company card record\u003c\/li\u003e\n\u003cli\u003ePayroll website, account setup, pay stub instructions, and direct deposit setup checklist\u003c\/li\u003e\n\u003cli\u003e401(k), benefits, and retirement plan references\u003c\/li\u003e\n\u003cli\u003eVacation or PTO policy and handbook references\u003c\/li\u003e\n\u003cli\u003eTraining plan and task sign-offs\u003c\/li\u003e\n\u003cli\u003eThirty-day check-in questions and next steps\u003c\/li\u003e\n\u003cli\u003eWelcome and first-week follow-up email templates\u003c\/li\u003e\n\u003cli\u003eOpen-item and onboarding handoff log\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eEXCEL + GOOGLE SHEETS MANAGER TRACKER\u003c\/h3\u003e\u003cp\u003eOrganize up to 50 employees and 200 onboarding tasks. Record owners, due dates, task status, and completion dates. View assigned, closed, open, and overdue task counts plus employee progress. Twenty starter tasks are included for you to assign or adapt.\u003c\/p\u003e\u003ch3\u003eHOW TO USE IT\u003c\/h3\u003e\u003cp\u003eCustomize the Word document with your company's contacts, programs, and policies. Type into the fillable PDF or print the blank pages. Use the Excel or Google Sheets workbook to assign and follow up on onboarding tasks. For Google Sheets, open the separate access PDF, click each file button, sign in to Google, and select Make a copy.\u003c\/p\u003e\u003cp\u003eThe weekly timesheet handles one shift per day, including overnight shifts, and subtracts unpaid breaks entered in whole minutes. Save a separate timesheet for each employee and week. It totals hours only; it does not calculate pay or overtime. Duplicate the forms for each employee and share the employee reference pages they need.\u003c\/p\u003e\u003ch3\u003eSOFTWARE\u003c\/h3\u003e\u003cp\u003eMicrosoft Word or compatible software is needed to edit the DOCX file. Use Microsoft Excel for the .xlsx files or a free Google account for the Google Sheets versions. Adobe Acrobat Reader is recommended for completing and saving the fillable PDF. Software is not included. Forms are US Letter size.\u003c\/p\u003e\u003ch3\u003ePLEASE NOTE\u003c\/h3\u003e\u003cp\u003eThis is a digital download; no physical item will be shipped. Photos show styled mockups.\u003c\/p\u003e\u003cp\u003eThis kit organizes your process. Supply your own approved policies, official forms, benefit plan documents, and applicable requirements. It does not replace an employee handbook, employment agreement, tax form, or identity verification form.\u003c\/p\u003e\u003cp\u003eRecord collection status and secure document locations here. Keep actual banking, tax, identity documents, and passwords in your approved secure systems. Record only the last four digits of a company card.\u003c\/p\u003e\u003cp\u003eFor internal use in your business. You may customize and duplicate the pages for your employees. Do not resell, share, or redistribute the blank templates.\u003c\/p\u003e\u003cp\u003eCreated with AI assistance and refined around practical small-business onboarding needs.\u003c\/p\u003e","brand":"Keys and Keep Property","offers":[{"title":"Default Title","offer_id":46108722856005,"sku":null,"price":12.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0771\/3767\/4309\/files\/e531a899-il_fullxfull.8655606589_6hzx.jpg?v=1792789607"},{"product_id":"small-business-expense-tracker-and-income-log-excel-google-sheets-printable-bookkeeping-pages-invoice-tracker","title":"Small Business Expense Tracker and Income Log | Excel \u0026 Google Sheets + Printable Bookkeeping Pages | Invoice Tracker","description":"\u003cp\u003eKeep your small-business records in one place, whether you prefer Excel, Google Sheets or pen and paper. This digital kit includes all three options, so you can choose the routine that feels comfortable.\u003c\/p\u003e\u003ch3\u003eWHAT YOU RECEIVE\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e1 Excel workbook (.xlsx) with four sheets: Monthly Summary, Transactions, Invoices, and Month End\u003c\/li\u003e\n\u003cli\u003eA Google Sheets access PDF to make your own editable spreadsheet copy\u003c\/li\u003e\n\u003cli\u003e7 printable PDF page designs\u003c\/li\u003e\n\u003cli\u003e3-page quick-start PDF guide\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eSPREADSHEET\u003c\/p\u003e\u003ch3\u003eFEATURES\u003c\/h3\u003e\u003cp\u003e500 transaction rows for income received and expenses paid; categories and receipt references; automatic monthly totals; 100 invoice records with credits, matched payments and outstanding balances; and a reusable month-end checklist. Editable input cells are blush, and calculation cells are sage. Reporting year and invoice review date are editable.\u003c\/p\u003e\u003cp\u003eWRITE-BY-HAND OPTION\nPrint the paper routine guide, income log, expense log, invoice record, monthly totals, receipt follow-up and month-end checklist. US Letter size, with both portrait and landscape pages. Reprint the logs whenever you need more space. These pages are for handwriting, with manual calculations; they are not fillable PDF forms.\u003c\/p\u003e\u003ch3\u003eHOW TO USE\u003c\/h3\u003e\u003cp\u003eChoose Excel, Google Sheets or paper, record money as it is received or paid, keep receipt references, and review invoices and monthly totals. A worked example is included in the guide.\u003c\/p\u003e\u003cp\u003ePLEASE READ\nThis is an instant digital download. No physical binder, stationery or printed pages will be shipped. Use Microsoft Excel for the .xlsx workbook. For Google Sheets, open the separate access PDF and select Make a copy while signed in to your Google account. Software and printing supplies are not included. The workbook is supplied blank for your records.\u003c\/p\u003e\u003cp\u003eAmounts are in USD. Paper, Excel and Google Sheets records do not sync automatically. This is a cash-record organizer, not a complete accounting system or a calculation of taxable profit. Keep transfers, owner contributions, loans, sales taxes and asset purchases separately.\u003c\/p\u003e\u003cp\u003eCreated with AI assistance; workbook calculations and page layouts were reviewed. Cover stationery is illustrative. The other listing images show the included files.\u003c\/p\u003e\u003cp\u003eFor use in your own business; please do not resell or redistribute the templates.\u003c\/p\u003e\u003cp\u003eDesigned by Keys \u0026amp; Keep Property.\u003c\/p\u003e","brand":"Keys and Keep Property","offers":[{"title":"Default Title","offer_id":46108723183685,"sku":null,"price":9.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0771\/3767\/4309\/files\/84457fd1-il_fullxfull.8656634862_kouq.jpg?v=1792789612"},{"product_id":"employee-cost-tracker-excel-google-sheets-rehab-labor-costs-and-job-allocation-spreadsheet","title":"Employee Cost Tracker | Excel \u0026 Google Sheets | Rehab Labor Costs and Job Allocation Spreadsheet","description":"\u003cp\u003eSee what each employee costs for a pay period, then allocate that cost across rental properties, rehab projects and office work.\u003c\/p\u003e\u003cp\u003eTRACK REHAB PROJECT LABOR\nLog each employee’s worked hours under a property address or rehab project name to see allocated labor costs for the pay period. Repeat with a saved copy for each period. Project totals use each employee’s average cost per worked hour, including entered employer taxes, benefits and other costs. Materials and subcontractor invoices are not tracked in this workbook.\u003c\/p\u003e\u003cp\u003eThis editable spreadsheet, available in Excel and Google Sheets, brings wages, employer payroll taxes, benefits and other employee costs together. Enter matching-period costs and worked hours to calculate an average cost per worked hour for each employee.\u003c\/p\u003e\u003ch3\u003eWHAT IS INCLUDED\u003c\/h3\u003e\u003cp\u003eOne Excel workbook (.xlsx), plus a separate Google Sheets access PDF to make your own editable copy. Both versions have four tabs: Overview, Employee Costs, Hours and Start Here. Capacity: 10 employee slots, 200 hour-allocation entries and 20 business\/project summary pairs. Fictional sample entries and instructions for clearing the examples are included.\u003c\/p\u003e\u003ch3\u003eHOW IT WORKS\u003c\/h3\u003e\u003cp\u003e1. Enter gross wages, employer taxes, benefits and other costs for the same pay period.\n2. Enter worked hours by employee, business and property or project. Include office\/admin worked time.\n3. Review employee costs, allocated costs, unallocated costs and flagged entries.\n4. Add your business\/project pairs to the Overview summary.\u003c\/p\u003e\u003cp\u003eGross wages include paid leave. Worked hours exclude paid leave, so leave costs are spread across worked time. One average employee cost rate applies across that employee's projects. This does not calculate employee pay, tax liabilities or customer invoices. Enter employer tax amounts from your payroll records. Employee tax withholding is already included within gross wages.\u003c\/p\u003e\u003cp\u003eAmber cells are editable inputs. Reuse a saved copy for each pay period. Enter optional cost categories only when applicable and prorate monthly expenses to the period being reviewed.\u003c\/p\u003e\u003cp\u003eDIGITAL\u003c\/p\u003e\u003ch3\u003eFILE DETAILS\u003c\/h3\u003e\u003cp\u003eDigital download. No physical item will be shipped. Excel workbook and Google Sheets version with editable inputs and formulas. Use Microsoft Excel for the .xlsx file. For Google Sheets, open the separate access PDF and select Make a copy while signed in to your Google account. Excel and Google Sheets copies do not sync. No macros, tax-rate tables or external data connections are included.\u003c\/p\u003e\u003cp\u003eThe pictured title-card laptop mockups are illustrative. The listing video shows actual workbook screens with fictional data.\u003c\/p\u003e\u003cp\u003eCreated with AI assistance and reviewed by Keys \u0026amp; Keep Property.\u003c\/p\u003e","brand":"Keys and Keep Property","offers":[{"title":"Default Title","offer_id":46108723445829,"sku":null,"price":7.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0771\/3767\/4309\/files\/eb43a654-il_fullxfull.8652057064_2vvo.jpg?v=1792789617"},{"product_id":"purchase-order-delivery-tracker-excel-and-google-sheets-shipment-log-receiving-checklists","title":"Purchase Order \u0026 Delivery Tracker | Excel and Google Sheets Shipment Log + Receiving Checklists","description":"\u003cp\u003eOnly part of the order arrived—what is still missing, and who needs to follow up? Track ordered items, accepted and rejected quantities, partial shipments, replacements, and returns in one manually updated workbook, with Excel and Google Sheets versions included.\u003c\/p\u003e\u003cp\u003eYour digital download includes a 2-sheet workbook for 200 ordered item rows and 500 delivery or return entries, a 3-page printable US Letter PDF, and a Start Here guide, available in a complete ZIP and as separate files. Use Microsoft Excel for the .xlsx file or a free Google account for the included Google Sheets version. Software is not included.\u003c\/p\u003e\u003cp\u003ePDF pages are printable, not fillable. This records deliveries; no supplier integration or payment tracking is included.\u003c\/p\u003e\u003cp\u003eINCLUDED\nTwo-sheet Excel workbook: 200 ordered item rows and 500 delivery or return entries. Three-page printable US Letter PDF: Shipment Receiving Checklist, Item Quantity \u0026amp; Condition Record, and Missing Item \u0026amp; Replacement Follow-Up. Start Here guide and complete ZIP. A separate Google Sheets access PDF includes a link to make your own editable copy in Google Drive.\u003c\/p\u003e\u003cp\u003eOpen the PDF, click its button, sign in to Google and select Make a copy.\u003c\/p\u003e\u003cp\u003eTRACK\nOrder numbers, vendors, item IDs, units, quantities, expected dates, destinations, action owners and follow-up dates. Record accepted and rejected quantities separately, partial shipments, replacement deliveries and returns. Calculates outstanding quantities and item cost after cancellations. Flags overdue deliveries, overdue follow-ups and records needing data review.\u003c\/p\u003e\u003cp\u003eEach ordered item has its own Line ID. Deliveries link to that ID, so several shipments can belong to the same item. Rejected or damaged pieces do not count as accepted. Received is a quantity status; unresolved issues remain separate follow-ups.\u003c\/p\u003e\u003cp\u003eCream input cells and sage calculations, table filters and frozen headings. Fixed capacity; use another working copy for additional records. This is a manually updated order tracker, not inventory valuation, payment tracking or a supplier integration. Item cost excludes tax, shipping and refunds.\u003c\/p\u003e\u003cp\u003eDigital download only. No physical product. Excel and Google Sheets versions included. Desktop Excel testing was unavailable; representative partial-delivery and return calculations were checked in Google Sheets. PDF pages are printable, not fillable. Sample preview entries demonstrate the workflow; customer workbook is blank. Cover illustration is styled marketing imagery; additional photos show actual workbook and PDF pages.\u003c\/p\u003e\u003cp\u003eFor internal use within the purchasing business. Do not resell or redistribute the blank templates. Created with AI assistance and reviewed by Keys \u0026amp; Keep Property.\u003c\/p\u003e","brand":"Keys and Keep Property","offers":[{"title":"Default Title","offer_id":46108723707973,"sku":null,"price":9.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0771\/3767\/4309\/files\/efe8d8c7-il_fullxfull.8610253580_a3r1.jpg?v=1792789615"},{"product_id":"contractor-job-costing-spreadsheet-excel-google-sheets-job-profit-labor-materials-and-payment-tracker-printable-forms","title":"Contractor Job Costing Spreadsheet | Excel + Google Sheets Job Profit, Labor, Materials and Payment Tracker + Printable Forms","description":"\u003cp\u003eWhat have you billed, what has actually been paid, and what did the job cost? Keep job details, materials, labor, invoices, and payments together, with separate views of billed profit and cash surplus. Billed profit subtracts recorded incurred costs from net billed; cash surplus subtracts net costs paid from net received.\u003c\/p\u003e\u003cp\u003eYour digital download includes a 3-tab workbook for Excel or Google Sheets for 50 jobs, 500 income entries, and 500 cost entries, plus 3 printable US Letter record pages and a Start Here guide. Files are available together in a ZIP and separately. Choose Excel or Google Sheets; software and Google accounts are not included. The PDF pages are printable, not fillable.\u003c\/p\u003e\u003ch3\u003eWHAT YOU RECEIVE\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eExcel workbook (.xlsx): Jobs, Income and Costs tabs\u003c\/li\u003e\n\u003cli\u003eSeparate Google Sheets access PDF with a Make a copy link to the same three-tab tracker\u003c\/li\u003e\n\u003cli\u003eSpace for 50 jobs, 500 income entries and 500 cost entries\u003c\/li\u003e\n\u003cli\u003eThree printable US Letter pages: Job Profit Record, Income Entry Record and Cost \u0026amp; Labor Record\u003c\/li\u003e\n\u003cli\u003eStart Here text guide\u003c\/li\u003e\n\u003cli\u003eZIP containing the workbook, PDF and guide, plus those three files separately\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eTRACK EACH JOB\nJob\/customer details, stage, dates, agreed pretax value and optional cost budget. Record invoices, invoice credits, receipts and refunds separately. Log materials, labor hours and your actual cost rate, subcontractors, equipment rental, permits, travel and other costs. Cost and supplier credit rows distinguish incurred costs from cumulative payments or refunds.\u003c\/p\u003e\u003cp\u003eAUTOMATIC CALCULATIONS\nNet billed and net received, customer balance or credit, incurred costs, net costs paid, unpaid costs or unapplied credits, billed profit, billed margin, cash surplus and budget remaining. Billed profit is net billed less recorded incurred costs. Cash surplus is net received less costs paid. These figures answer different questions.\u003c\/p\u003e\u003cp\u003eTWO VIEWS OF EACH JOB\nBilled profit: net billed minus recorded incurred costs, including costs still unpaid. Cash surplus: net received minus net costs paid. The included printable Job Profit Record brings both views together with balances, budget remaining, notes and a next action. Preview this page in the listing photos. Print a fresh copy for each job and review period; calculations on paper are completed by hand.\u003c\/p\u003e\u003cp\u003eUnique job IDs connect the logs. Record checks flag missing details, duplicate IDs and invalid entries. Incomplete linked entries display review messages in affected totals. Review all warnings, including entries with unknown job IDs. Cream input cells, sage formula cells, dropdowns, table filters and frozen headings help keep records organized.\u003c\/p\u003e\u003ch3\u003eHOW TO USE\u003c\/h3\u003e\u003cp\u003eSave a working copy, choose one currency, enter jobs, then record income and costs. Income amounts must exclude sales tax, including the pretax portion of receipts and refunds. Update cumulative payments on each cost row; do not repeat a full cost for each partial payment. See the guide for credits, refunds and labor cost rates.\u003c\/p\u003e\u003cp\u003eExcel workbook and Google Sheets version included. For Google Sheets, open the separate access PDF, sign into a Google account and choose Make a copy to save your editable workbook. The shared master is view-only; Excel and Google Sheets copies do not synchronize. Representative billed-profit, unpaid-cost and cash-surplus calculations and incomplete-entry warnings were checked in Google Sheets.\u003c\/p\u003e\u003cp\u003eNative desktop Excel was not available for an application-level test. Stay within the stated row capacities and use a new copy when full. The PDF is printable, not fillable.\u003c\/p\u003e\u003cp\u003eThis complements our separate Contractor Estimate \u0026amp; Invoice Kit. It does not create estimates or invoices or link automatically to that kit. The guide explains how to avoid counting successive cumulative invoices more than once. That kit is not included.\u003c\/p\u003e\u003ch3\u003eIMPORTANT\u003c\/h3\u003e\u003cp\u003eDigital download only. No physical item will be shipped. Cover styling is illustrative; additional images show the actual workbook and printable pages. This is an organizational job-cost record, not company net profit, taxable profit, formal financial statements or automatic accounting\/revenue recognition. Complete records and appropriate overhead allocations affect results.\u003c\/p\u003e\u003cp\u003eNo bank, payroll or invoice integrations are included.\u003c\/p\u003e\u003cp\u003eCreated with AI assistance. For personal\/internal business use; do not resell or redistribute the template.\u003c\/p\u003e","brand":"Keys and Keep Property","offers":[{"title":"Default Title","offer_id":46108723740741,"sku":null,"price":12.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0771\/3767\/4309\/files\/1a866c0f-il_fullxfull.8609690700_rr1z.jpg?v=1792789615"},{"product_id":"business-license-renewal-tracker-excel-google-sheets-permit-organizer-printable-forms","title":"Business License \u0026 Renewal Tracker | Excel + Google Sheets Permit Organizer + Printable Forms","description":"\u003cp\u003eWhich business renewals are coming up, and what still needs to be submitted or confirmed? Organize license, permit, certification, and registration records with the dates, documents, responsible people, and follow-ups you enter. Your digital download includes a 2-tab workbook for Excel or Google Sheets for 100 renewal cycles and 200 action entries, 3 printable US Letter PDF pages, and a Start Here guide.\u003c\/p\u003e\u003cp\u003eChoose Excel or Google Sheets; software and Google accounts are not included. The PDF pages are printable, not fillable. Timing flags appear inside the workbook; no email, calendar, or push reminders are sent.\u003c\/p\u003e\u003ch3\u003eWHAT YOU RECEIVE\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eExcel workbook with two tabs: Renewal Register and Actions\u003c\/li\u003e\n\u003cli\u003eSeparate Google Sheets access PDF with a Make a copy link to the same two-tab tracker\u003c\/li\u003e\n\u003cli\u003eThree printable US Letter PDF pages: Renewal Record, Submission \u0026amp; Confirmation, and Renewal Action Log\u003c\/li\u003e\n\u003cli\u003eStart Here text guide\u003c\/li\u003e\n\u003cli\u003eZIP bundle for convenient downloading WORKBOOK\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eFEATURES\u003c\/h3\u003e\u003cp\u003eRecord up to 100 renewal cycles and 200 action entries. Capture issuing organizations, reference details, contacts, expiration and renewal due dates, expected and actual fees, responsible owners, submission and confirmation dates, new expiration dates, and document references. Built-in formulas show timing flags, renewal record checks, and action status.\u003c\/p\u003e\u003cp\u003eUse the editable review date and reminder window to review upcoming records. Cream entry cells and sage formula cells, filters, dropdowns and frozen headings help keep the sheet easy to use. Keep each renewal cycle under a unique ID so you can retain prior records. Confirmed renewals require the submission, confirmation, new expiration and document details described in the guide.\u003c\/p\u003e\u003cp\u003eAction entries link to their renewal ID and help organize next steps, outcomes and supporting documents. HOW TO DOWNLOAD \u0026amp; START 1. Download your files using the links provided after checkout and by email. 2. Unzip the bundle and read the Start Here guide. 3. Open the Excel workbook, or use the separate Google Sheets access PDF: sign into a Google account and choose Make a copy to save your editable workbook.\u003c\/p\u003e\u003cp\u003eThe shared master is view-only. You can also print the three PDF pages and write by hand. 4. Start with one renewal record and its next action. The printed pages can be used without a computer.\u003c\/p\u003e\u003ch3\u003ePLEASE NOTE\u003c\/h3\u003e\u003cp\u003eThis is a digital download; no physical item will be shipped. The PDF pages are printable, not fillable. Excel and Google Sheets versions are included and do not synchronize. Representative expired and due-today timing flags were checked in Google Sheets. Formula calculations were checked during development; native desktop Excel testing was unavailable.\u003c\/p\u003e\u003cp\u003eRow capacity is fixed; use another copy when needed. Timing flags appear inside the workbook only. No email, calendar or push reminders are sent. You supply and verify the requirements and dates with the issuing organization. This organizational tool does not identify required licenses, determine compliance, establish legal deadlines or submit applications.\u003c\/p\u003e\u003cp\u003eFees are record fields, not forecasts or cost totals. Cover image is a styled mockup; other images show actual template previews. Created with AI assistance and reviewed for layout and calculations. For your own personal or internal business use. Please do not resell, redistribute or share the files. KEYS \u0026amp; KEEP — practical tools for a more organized day.\u003c\/p\u003e","brand":"Keys and Keep Property","offers":[{"title":"Default Title","offer_id":46108723871813,"sku":null,"price":9.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0771\/3767\/4309\/files\/71d38653-il_fullxfull.8657668678_hlfr.jpg?v=1792789615"},{"product_id":"employee-offboarding-checklist-kit-equipment-return-access-and-work-handoff-editable-word-fillable-pdf","title":"Employee Offboarding Checklist Kit | Equipment Return, Access and Work Handoff | Editable Word + Fillable PDF","description":"\u003cp\u003eAn employee is leaving—what needs returning, verifying, and handing over? Organize company equipment returns, approved access changes, unfinished work, and follow-up tasks with clear responsibilities and records of completion.\u003c\/p\u003e\u003cp\u003eYour digital download includes a 10-page editable Word document, a 10-page fillable PDF, a 10-page printable PDF, and a Start Here guide, delivered in one ZIP file. Customize the wording in Word, type into PDF fields, or print for handwriting. Compatible document software and a form-capable PDF viewer are required; software is not included.\u003c\/p\u003e\u003ch3\u003eWHAT YOU RECEIVE\u003c\/h3\u003e\u003cp\u003eOne ZIP download containing:\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e10-page editable Word document (.docx)\u003c\/li\u003e\n\u003cli\u003e10-page fillable PDF with text fields and checkboxes\u003c\/li\u003e\n\u003cli\u003e10-page printable PDF for handwriting\u003c\/li\u003e\n\u003cli\u003eStart Here guide\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003ePAGES INCLUDED\n1. Setup and use guide\n2. Departure details and return plan\n3. Manager exit task checklist\n4. Equipment return log\n5. Keys, cards, and physical access\n6. System access removal and verification\n7. Open work and business record handoff\n8. Payroll, benefits, and document follow-up\n9. Return and handoff message templates\n10.\u003c\/p\u003e\u003cp\u003eFinal review and open items\u003c\/p\u003e\u003ch3\u003eHOW IT WORKS\u003c\/h3\u003e\u003cp\u003eConfirm the dates and return arrangements, assign owners and actual due dates, and record completed returns separately from planned returns. Have authorized system owners verify approved access changes. Transfer unfinished work to receiving owners and keep unresolved items assigned until they are addressed. Adapt the included messages to your company’s approved process.\u003c\/p\u003e\u003cp\u003eDuplicate log pages when you need more rows.\u003c\/p\u003e\u003ch3\u003eFILE DETAILS\u003c\/h3\u003e\u003cp\u003eUS Letter, 8.5 x 11 inches. Customize the Word file in a compatible editor; editing can change page breaks. Download the fillable PDF and use a PDF app that supports forms. Save a working copy and reopen it to confirm entries. Keep entries brief and check that all text is visible before printing; use Word for longer notes. ZIP extraction is required.\u003c\/p\u003e\u003cp\u003eDigital download only. No physical item will be shipped. Styling props shown in photos are not included. No Excel workbook or Canva template is included.\u003c\/p\u003e\u003cp\u003eThis is an organizational kit for your company’s approved procedures. Add requirements and deadlines from authorized HR, payroll, IT, and benefits contacts. It does not provide termination notices, employment agreements, releases, payroll calculations, or jurisdiction-specific rules. Record secure reference locations rather than passwords, banking details, or confidential records.\u003c\/p\u003e\u003cp\u003eFor use within the purchasing business. Blank templates may not be resold or redistributed as a standalone product.\u003c\/p\u003e\u003cp\u003eCreated by Keys \u0026amp; Keep.\u003c\/p\u003e","brand":"Keys and Keep Property","offers":[{"title":"Default Title","offer_id":46108723904581,"sku":null,"price":9.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0771\/3767\/4309\/files\/c3ea03e9-il_fullxfull.8656200621_1761.jpg?v=1792789620"},{"product_id":"office-handoff-procedures-kit-small-business-sop-templates-editable-word-and-fillable-pdf","title":"Office Handoff \u0026 Procedures Kit | Small Business SOP Templates, Editable Word and Fillable PDF","description":"\u003cp\u003eYou are away from the office—does the person covering know what needs doing? Put responsibilities, recurring deadlines, unfinished work, contacts, and step-by-step procedures in one organized handoff packet.\u003c\/p\u003e\u003cp\u003eYour digital download includes a 12-page editable Word document, a 12-page fillable PDF, a 12-page printable PDF, and a Start Here guide, delivered in one ZIP file. Customize longer procedures in Word, type brief entries into PDF fields, or print for handwriting. Compatible document software and a form-capable PDF viewer are required; software is not included.\u003c\/p\u003e\u003ch3\u003eWHAT YOU RECEIVE\u003c\/h3\u003e\u003cp\u003eOne ZIP download containing:\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e12-page editable Word document (.docx)\u003c\/li\u003e\n\u003cli\u003e12-page fillable PDF with text fields and checkboxes\u003c\/li\u003e\n\u003cli\u003e12-page printable PDF for handwriting\u003c\/li\u003e\n\u003cli\u003eStart Here guide\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003ePAGES INCLUDED\n1. Setup and use guide\n2. Quick office handoff\n3. Coverage responsibilities\n4. Recurring tasks and deadlines\n5. Open work and follow-up\n6. Contacts and escalation\n7. Systems and reference locations\n8. Reusable procedure template\n9. Fictional service-request procedure example to customize\n10. Messages and follow-up\n11.\u003c\/p\u003e\u003cp\u003eOffice opening and closing checks\n12. Return review and procedure updates\u003c\/p\u003e\u003ch3\u003eHOW TO USE\u003c\/h3\u003e\u003cp\u003eCustomize the Word file with your company duties and approved procedures. Duplicate the procedure page for each recurring task. Use the fillable PDF for brief entries, or print blank pages for handwriting. Agree on coverage and approval limits before the absence, then review pending work when the regular owner returns.\u003c\/p\u003e\u003ch3\u003eFILE DETAILS\u003c\/h3\u003e\u003cp\u003eUS Letter size: 8.5 x 11 inches. A compatible Word editor is needed for the .docx file; editing may change page breaks. Download the fillable PDF and open it in a PDF app that supports forms. Save a copy, reopen it to confirm entries, and check that all text is visible before printing. Keep entries brief; use Word for longer procedures.\u003c\/p\u003e\u003cp\u003eZIP extraction is required to access the bundle.\u003c\/p\u003e\u003cp\u003eDigital download only. No physical item will be shipped. No Excel workbook or Canva template is included. Photos may show styling props; these are not part of the download.\u003c\/p\u003e\u003cp\u003eDesigned for your own business instructions and temporary coverage. Adapt the example and checklists to your workplace. Keep passwords in your approved password manager and confidential records in their approved systems.\u003c\/p\u003e\u003cp\u003eFor use within the purchasing business. Blank templates may not be resold, redistributed, or shared as a standalone product.\u003c\/p\u003e\u003cp\u003eCreated by Keys \u0026amp; Keep.\u003c\/p\u003e","brand":"Keys and Keep Property","offers":[{"title":"Default Title","offer_id":46108723970117,"sku":null,"price":12.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0771\/3767\/4309\/files\/73f10de9-il_fullxfull.8656061785_63vy.jpg?v=1792789619"},{"product_id":"quarterly-performance-and-bonus-tracker-excel-google-sheets-company-goals-and-payment-tracking","title":"Quarterly Performance and Bonus Tracker | Excel \u0026 Google Sheets | Company Goals and Payment Tracking","description":"\u003cp\u003eWhich goals were met this quarter—and which bonuses are approved or still unpaid? Track targets and results across Q1–Q4, calculate flat bonuses using your own thresholds, and keep approval and payment records together. Start with referrals, move-ins, houses bought, and houses sold, or customize up to eight goal areas.\u003c\/p\u003e\u003cp\u003eYour digital download includes a two-sheet Excel workbook (Quarterly Review and Goals and Rules) and a START HERE text guide, delivered in one ZIP file, plus a separate Google Sheets access PDF. Use Microsoft Excel for the .xlsx workbook or make your own Google Sheets copy with a Google account. Software is not included. Use the workbook for one person or one company bonus pool; it does not split bonuses among employees or calculate payroll deductions.\u003c\/p\u003e\u003ch3\u003eWHAT'S INCLUDED\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eOne Excel workbook (.xlsx) with two sheets: Quarterly Review and Goals and Rules\u003c\/li\u003e\n\u003cli\u003eA separate Google Sheets access PDF to make your own editable copy\u003c\/li\u003e\n\u003cli\u003eA START HERE text guide\u003c\/li\u003e\n\u003cli\u003eExcel workbook and guide delivered in one ZIP, with the Google Sheets access PDF supplied separately\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eTRACK AND REVIEW\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eEditable company name and year\u003c\/li\u003e\n\u003cli\u003eQ1–Q4 targets and actual results\u003c\/li\u003e\n\u003cli\u003eFour starter metrics plus four blank custom slots\u003c\/li\u003e\n\u003cli\u003eSelected-quarter review with progress, differences, and goal status\u003c\/li\u003e\n\u003cli\u003eSeparate performance targets and bonus thresholds\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eBONUS AND PAYMENT TRACKING\nEnter a flat gross bonus for each goal and quarter. Meeting or exceeding its threshold earns that amount; qualifying bonuses are added together. A zero bonus amount disables that goal's bonus. Missing required rules or results leave the calculated quarter total blank.\u003c\/p\u003e\u003cp\u003eRecord quarter stage, approved gross bonus, paid gross bonus, payment date, and notes. The tracker calculates the remaining approved balance and shows payment status. Approval and payment entries are manual; in-progress results are provisional.\u003c\/p\u003e\u003cp\u003eUse one consistent basis for the workbook: one person or one company bonus pool. It does not split a pool between employees or calculate payroll deductions, taxes, tiered bonuses, or weighted scores. Metrics use a higher-is-better approach.\u003c\/p\u003e\u003ch3\u003eHOW TO USE\u003c\/h3\u003e\u003cp\u003eDownload and unzip the files, open the workbook in Microsoft Excel or use the separate access PDF to make a Google Sheets copy, read START HERE, and enter your own goals, bonus rules, and results in the highlighted input cells. Leave formula cells unchanged. Excel and Google Sheets copies do not sync with each other. Software is not included.\u003c\/p\u003e\u003cp\u003eDigital product only. No physical item will be shipped. Styled cover images are illustrations; additional images show the actual workbook. This template is for your own internal business use and may not be resold or redistributed.\u003c\/p\u003e\u003cp\u003eCreated with AI assistance and reviewed for layout and calculation behavior.\u003c\/p\u003e\u003cp\u003eKeys \u0026amp; Keep — practical tools for an organized business.\u003c\/p\u003e","brand":"Keys and Keep Property","offers":[{"title":"Default Title","offer_id":46108724002885,"sku":null,"price":12.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0771\/3767\/4309\/files\/23d2e944-il_fullxfull.8608024252_gg6v.jpg?v=1792789619"},{"product_id":"contractor-estimate-template-and-invoice-kit-excel-google-sheets-editable-word-forms-and-printable-pdf","title":"Contractor Estimate Template and Invoice Kit | Excel + Google Sheets, Editable Word Forms and Printable PDF","description":"\u003cp\u003eQuote the job. Track approved changes. See what’s still owed.\u003c\/p\u003e\n\u003cp\u003eKeep estimates, invoices, change orders and payment receipts together in one reusable kit for small contractors, handymen and home improvement businesses.\u003c\/p\u003e\n\u003cp\u003eUse Excel or Google Sheets for automatic workbook totals, edit the Word forms, or print the PDF forms and complete them by hand.\u003c\/p\u003e\n\u003ch3\u003eWHAT’S INCLUDED\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eA 6-tab Excel workbook: Job Setup, Estimate, Change Orders, Invoice, Payments and Receipt.\u003c\/li\u003e\n\u003cli\u003eGoogle Sheets access PDF with a link to make your own editable copy.\u003c\/li\u003e\n\u003cli\u003e4 editable Word forms: Project Estimate, Project Invoice, Change Order Record and Payment Receipt.\u003c\/li\u003e\n\u003cli\u003eA matching 4-page printable PDF.\u003c\/li\u003e\n\u003cli\u003eA 1-page PDF quick-start guide.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eDelivered as one ZIP file plus a separate Google Sheets access PDF. Digital download only; no physical item or software is included.\u003c\/p\u003e\n\u003cp\u003eSTART IN 3 STEPS 1. Choose Excel, Google Sheets, Word or printable PDF. For Google Sheets, open the access PDF and make your own copy with a free Google account. 2. Enter your company, customer and job details. In the workbook, start on Job Setup and itemize the estimate. 3. Record approved changes and payments received. The workbook calculates the revised job total and remaining balance.\u003c\/p\u003e\n\u003cp\u003eA SIMPLE JOB EXAMPLE $1,000 estimate + $200 approved change − $400 payment received = $800 remaining. Fictional example using a 0% tax rate. Payments reduce the workbook balance when you log them as received.\u003c\/p\u003e\n\u003cp\u003eWORKBOOK DETAILS Itemize up to 12 estimate lines for labor, materials or other charges. Record up to 10 changes; only Approved changes enter the invoice. Log up to 15 received payments and select a payment to generate its receipt.\u003c\/p\u003e\n\u003cp\u003eThe invoice shows the revised total less payments received. Request the full remaining balance or enter a smaller progress-payment request. Save a separate workbook for each job and dated PDFs of documents you send. Successive invoices are cumulative job statements, not separate amounts to add together.\u003c\/p\u003e\n\u003cp\u003eCHOOSE YOUR FORMAT\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eExcel: automatic workbook totals; Microsoft Excel required.\u003c\/li\u003e\n\u003cli\u003eGoogle Sheets: automatic workbook totals; free Google account required to make your copy.\u003c\/li\u003e\n\u003cli\u003eWord: editable text and forms; Microsoft Word required. Enter totals manually.\u003c\/li\u003e\n\u003cli\u003ePDF: print and fill out by hand; not fillable. Calculate totals manually. No Excel or Word is needed for the printable option. No macros or Canva link. Muted stone, olive and charcoal layout.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eTAX \u0026amp; SCOPE Uses one buyer-entered tax rate per job and the taxable portions you identify. Enter 0% when appropriate. Review tax treatment, scope, approval records and amounts before sending. This kit provides paperwork and organization, not construction contracts, legal advice or automatic tax rules. Add your own applicable terms.\u003c\/p\u003e\n\u003ch3\u003eDIGITAL DOWNLOAD\u003c\/h3\u003e\u003cp\u003eONLY No physical item will be shipped. After payment is confirmed, use the download links provided after checkout and by email, then unzip (extract) the ZIP folder. Open the included quick-start guide before using the templates. Reuse for your own business and customer jobs. Do not resell, redistribute or share the template files.\u003c\/p\u003e","brand":"Keys and Keep Property","offers":[{"title":"Default Title","offer_id":46108724068421,"sku":null,"price":14.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0771\/3767\/4309\/files\/il_fullxfull.8805137565_f0uk.jpg?v=1793201425"},{"product_id":"small-business-mindset-journal-4-week-daily-reflection-workbook-fillable-printable-pdf","title":"Small Business Mindset Journal | 4-Week Daily Reflection Workbook | Fillable Printable PDF","description":"\u003cp\u003eA gentle five-minute check-in for small business owners navigating real-life workdays. The Small Business Mindset Journal offers four undated weeks of short daily prompts and weekly resets, so you can notice what feels heavy, choose one useful next step, and see the progress you have made.\u003c\/p\u003e\u003cp\u003eYour digital download is one 41-page US Letter PDF with fillable text areas and print-friendly interior pages. Type in a PDF reader that supports fillable forms, or print and write by hand. The four-week cycle is undated, so you can pause and resume. No physical journal is shipped; PDF software and printing are not included.\u003c\/p\u003e\u003ch3\u003eWHAT'S INSIDE\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e28 daily check-in pages with four prompts: what feels heavy, what matters today, the smallest next step, and what got done or learned\u003c\/li\u003e\n\u003cli\u003eFour weekly focus pages with room for up to three small actions and one boundary or support\u003c\/li\u003e\n\u003cli\u003eFour weekly reset pages to reflect on wins, evidence, and adjustments\u003c\/li\u003e\n\u003cli\u003eOpening reflection, progress log, and next-step page\u003c\/li\u003e\n\u003cli\u003eWeekly themes: beginning where you are, comparison, perfectionism, and keeping going gently\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWHAT YOU RECEIVE\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eOne 41-page US Letter PDF (8.5 x 11 inches)\u003c\/li\u003e\n\u003cli\u003eFillable text areas for typing on screen\u003c\/li\u003e\n\u003cli\u003ePrint-friendly interior pages and a full-color cover\u003c\/li\u003e\n\u003cli\u003eUndated four-week cycle you can pause and resume\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eThis is an instant digital download. No physical journal is shipped. Print at home or arrange printing independently. For typing, use a PDF reader that supports fillable forms; viewer behavior can vary on mobile devices.\u003c\/p\u003e\u003cp\u003eThis is a reflection and organization tool, not mental-health treatment or a guarantee of business results. Personal use only; do not resell, share, or redistribute the file.\u003c\/p\u003e","brand":"Keys and Keep Property","offers":[{"title":"Default Title","offer_id":46108724330565,"sku":null,"price":7.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0771\/3767\/4309\/files\/f0bae473-il_fullxfull.8645896014_eocb.jpg?v=1792789619"},{"product_id":"small-business-reset-workbook-90-day-business-planner-fillable-printable-pdf","title":"Small Business Reset Workbook | 90-Day Business Planner | Fillable Printable PDF","description":"\u003cp\u003eFor the weeks that don’t go to plan—a calmer way to review what happened and choose the next smallest step. The Small Business Reset is a 25-page self-coaching workbook for owners who are already running a business. Work through your offers, customers, time, and money; name a bottleneck; choose one focus; and build a realistic 90-day plan.\u003c\/p\u003e\u003cp\u003eYour digital download is one undated, 25-page US Letter PDF with fillable text areas and printer-friendly interior pages. Type in a PDF reader that supports fillable forms, or print and write by hand. No physical workbook is shipped; PDF software and printing are not included.\u003c\/p\u003e\u003cp\u003eWHAT IS INSIDE\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eA guided business check-in covering offers, customers, capacity, and money\u003c\/li\u003e\n\u003cli\u003ePages to notice wins, identify bottlenecks, and choose one priority\u003c\/li\u003e\n\u003cli\u003eA measurable 90-day goal and three-month roadmap\u003c\/li\u003e\n\u003cli\u003eWeekly action pages, a reusable weekly check-in, and a final review\u003c\/li\u003e\n\u003cli\u003eA “When a week goes sideways” page to name what got in the way, revisit what still matters, and choose one realistic action\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eTWO PAGES TO RETURN TO\nWeekly check-in: record actions completed, results, lessons and next week’s top three actions. When a week goes sideways: adjust the plan to fit your capacity and choose the next smallest step. Preview both pages in the listing photos. Print extra copies of the weekly check-in as needed.\u003c\/p\u003e\u003ch3\u003eWHAT YOU RECEIVE\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eOne 25-page US Letter PDF (8.5 x 11 inches)\u003c\/li\u003e\n\u003cli\u003eFillable text areas for typing on screen\u003c\/li\u003e\n\u003cli\u003ePrinter-friendly interior pages with a full-color cover\u003c\/li\u003e\n\u003cli\u003eUndated pages you can use on your own schedule\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eThis is an instant digital download. No physical workbook is shipped. You can print the PDF at home or arrange printing with a service of your choice. For digital entry, use a PDF reader that supports fillable forms; viewer behavior can vary, especially on mobile devices.\u003c\/p\u003e\u003cp\u003eThis workbook is an organizational and reflection tool, not individualized financial, legal, or mental-health advice. Personal use only; do not resell, share, or redistribute the file.\u003c\/p\u003e","brand":"Keys and Keep Property","offers":[{"title":"Default Title","offer_id":46108724428869,"sku":null,"price":12.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0771\/3767\/4309\/files\/ed9c48b7-il_fullxfull.8657722206_2j94.jpg?v=1792789619"}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0771\/3767\/4309\/collections\/Elegant_Small_Business_Planning_Tools.png?v=1793215435","url":"https:\/\/keysandkeepproperty.com\/collections\/small-business-tools.oembed","provider":"Keys and Keep Property","version":"1.0","type":"link"}