Here you can find different forms and resources that you might need to run your business. Feel free to use these templates as a guide and note any blue areas that need adjusting to match your business.

Fonts Used:

Note that fonts may be different if you do not have them installed. Feel free to change the fonts. Here are the ones used in the documents:

Headings: Bollivia Rosilla Script
Body: Open Sans

Legal Stuff:

*These templates are only a guide, please read thoroughly and adjust specific wording as necessary. I’ve provided different versions for use on a Mac or PC. The PDF versions are for presentation only (so you can see the finished product) but you need to change the template to suite your business first, then convert that to a PDF for presenting to your clients.

Full Client Packet

PDF (For presentation purposes) | Word (Windows instant download) | Pages (Mac instant download) | Google Docs

*All versions are provided in the case that the formatting does not download correctly for you. The Google Docs version is a bare bones version with no formatting, but it will give you the wording, which is the most important part. To edit, make a copy and save to your personal drive.

Official Government Forms

Form W-9 (2018)

Form 1099 (2019)

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