---

Tools and Templates

A variety of tools and templates to assist you.

General Tools

• Internal Control Checklist
• Retention/Record Keeping Tips and Guidelines for Individuals
• Retention/Record Keeping Tips and Guidelines for Businesses
• Grimbleby Coleman Internal Retention Policies

1099 resources

• 1099 Worksheet
• 1099 General Information
• Using QuickBooks

 Employee Benefit Plan Audit Tools

• Fiduciary Compliance Checklist 
• Employee Benefit Plan Audit Preparation Checklist
• Fiduciary Fundamentals: Basics and Best Practices