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After thousands of employees, success stories which includes repeatedly doubling sales, restaurant turn-arounds, quintupling sales as a restaurant owner, I pass on to you tools and restaurant marketing ideas which have helped many in the restaurant business enjoy success.

The forms are but a small piece of the puzzle and I offer them free of charge to help you get over the obstacles.

Questions?  Contact me.

   --- Michael Hartzell

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Free Restaurant Forms, Spreadsheets & Templates

Download free restaurant forms & spreadsheets. 

Before you decide to introduce yourself via the form, 
watch this video where I give you a hands-on overview of the breakeven spreadsheet. 

Please introduce yourself by completing the form on the right. 
You will get 100% Free Access to the forms and spreadsheets listed below. 
(updated 8/10/2015) 

Free Planning, Budgeting, Forecasting Tools

  • Business Plan for a Startup Business
  • Business Plan for an Established Business
  • Start-up-Cost-Worksheet
  • New Manager Change Checklist
  • New Restaurant Opening Checklist
  • Break-Even Analysis Spreadsheet Template for 12 Periods
  • Break-Even Analysis Spreadsheet for 13 Periods
  • Hourly Restaurant Tracking Form for Food, Beer & Wine Sales   

Free Evaluations, Checklists, Inspections, Audits

  • Weekly Snapshot - Pizza Restaurant
  • SOS Compliance Audit Report Form
  • Food Cost Audit Checklist Form Spreadsheet

Free Marketing Planning Spreadsheets

  • Marketing Plan Spreadsheet blank template
  • Marketing Calendar Spreadsheet for 2015 - NEW!
  • Door Hanging Analysis Spreadsheet Template
  • Direct Mail Analysis Spreadsheet Template
  • Weekly-Marketing-Assignments-Schedule
  • Doorhanging-Flier-Budget-Planning
  • Restaurant Marketing M.A.D. Log
  • 21 Point Website Critique

Free Business Schedules, Action Plans

  • Labor Productivity Budget Grid Spreadsheet
  • Weekly-Schedule + Projections Form
  • Weekly Schedule Form - Staff & Management
  • How To Calculate Employee Turnover Rate
  • Schedule - Budgeting Spreadsheet Template

Free Human Resources, Forms & Spreadsheets

  • Time-Management-Tool-7-Habits-Style
  • Free Human Resources forms & templates
  • Free employee handbook template **
  • Free employee handbook receipt **

Free Restaurant Lease Forms

Caution:  Be sure to consult an attorney who is knowledgeable about your business and the laws for your state / locale.  These links are for reference to get you started.  They are not a replacement for an professional.

IRS Restaurant and Bars Forms and Publications

Forms (IRS)

Publications (IRS)

Refer to the Small Business Forms and Publications section for a comprehensive list of all forms and publications related to small business.

Business Success depends on:  "Measure Twice, Cut Once"

** found on by FormNett®. Prior to using these forms, please consult with an attorney or other expert knowledgeable in the laws of the applicable jurisdiction and the specific intended use of those forms.

Interpretation of these restaurant reports, tools and templates is yours to make.  Using the tools and spreadsheets from this website does not imply guaranteed success.  While every attempt has been made to ensure the tools have no flaws, as everything in life, there may be a few.  While these have been used in operations and helped others, please feel free to change them as needed to fit your own operation.  For accounting and tax advice, be sure to talk to a professional accountant.


You will get 100% Free Access to the forms and spreadsheets listed below. (updated 8/10/2015)
Please introduce yourself by completing the form on the right.