Business in a Box™ | Business Management Platform

Financial Statement Templates

These Financial Statement templates help standardize how your business operates.

Request Delay to Present Financial Statement

Income Statement

Investment Policy Statement

Profit & Loss Statement

Financial Report

Financial Management Policy

Statement and Policy Prohibiting Illegal Discrimination

Expense Statement

Mission Statement

Statement Of Work

Vision Statement

Financial Projections_12 Months

With Business in a Box, You Will:

Standardize how your business operates

Reduce ambiguity in legal & operational documents

Run your company with repeatable systems

Build a long-term business foundation

Run Your Business on a System — Not Scattered Documents

Every agreement, policy, and plan is part of a structured Business Operating System.

Create Legal Agreements & Protect Your Rights

These documents are core components of how a business operates — not standalone files.

Hire & Manage Your Team With Our HR Toolkit.

These documents are core components of how a business operates — not standalone files.

Build a Better Business Plan. Convince People to Invest.

These documents are core components of how a business operates — not standalone files.

Trusted Globally for Two Decades.

Businesses use Business in a Box to define how their company operates — from day one.

Fantastic value! I'm not sure how I'd do without it. It’s worth its weight in gold and paid back for itself many times.

Robert Whalley

Managing Director, Mall Farm Proprietary Limited

I have been using Business in a Box for years. It has been the most useful source of templates I have encountered. I recommend it to anyone.

Dr Michael John Freestone

Business Owner

It has been a life saver so many times I have lost count. Business in a Box has saved me so much time and as you know, time is money.

David G. Moore Jr.

Owner, Upstate Web

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Standard Business Documents — Part of Your Business Operating System

Ready-to-use documents to structure how your business works from agreements to policies, plans, and more.

Financial Statement Templates

These Financial Statement templates help standardize how your business operates.

With Business in a Box, You Will:

Standardize how your business operates

Reduce ambiguity in legal & operational documents

Run your company with repeatable systems

Build a long-term business foundation

Run Your Business on a System — Not Scattered Documents

Every agreement, policy, and plan is part of a structured Business Operating System.

Create Legal Agreements & Protect Your Rights

These documents are core components of how a business operates — not standalone files.

Hire & Manage Your Team With Our HR Toolkit.

These documents are core components of how a business operates — not standalone files.

Build a Better Business Plan. Convince People to Invest.

These documents are core components of how a business operates — not standalone files.

Trusted Globally for Two Decades.

Join the 250,000 businesses who trust Business in a Box.

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Business in a Box is the Business Operating System for small and medium-sized businesses.