Caregiving Business Templates

caregiving business for seniorsOperate a successful caregiving business for seniors.

Here you can find professional tailored caregiving forms and document templates are user friendly. Customize templates to your business, clients, location, and tax calculations.  


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Demonstrate to your clients, family members, curators, or trustees that you are a business owner that initiates and is responsible for the logistics of your caregiving services.

  • SENIOR CARE INFORMATION FORM

  • SENIOR CARE QUOTE TEMPLATE

  • JOB DESCRIPTION TEMPLATE

  • TERMS OF CAREGIVING SERVICE AGREEMENT

  • CAREGIVING INVOICE TEMPLATE

  • CAREGIVING YEARLY TAX RECEIPT TEMPLATE

  • DAILY CARE JOURNAL

  • HOUSEKEEPING CHECKLIST

  • PERSONAL HYGIENE CHART

  • CAREGIVER EMPLOYMENT AGREEMENT

  • CAREGIVER APPLICATION FORM

Senior Care Information Form:
Caregiving template containing a 10 page document. Information you need in order to care for your senior client. Print this document or fill out digitally and save it which gives you access to this information from your phone, tablet or computer.

Senior Care Quote Template:
After you meet with a potential employer this is the perfect and professional way to follow up. 

Caregiver Job Description Form:
You’ve obtained the job and can now safely ask for the information you need in order to make your first few visits seamless. The senior will be so content to not have to tell you every few minutes what to do. 

Terms of Caregiving Service Agreement:
Protect yourself the same way care agencies do. Clarify expectations in regards to the caregiving services that you provide. All fees, expenses, reimbursements for outings, transporting senior, cancellation policy, payment terms, and grounds to terminate services.

Caregiving Invoice Template:
This is by far the most important document while operating your caregiving business. This invoice is tailored specifically for private caregivers. Detailed caregiving tailored fields with calculations that can be easily edited/changed.

All fields in the invoice template can be added, edited, or removed. This template is broken down into sections detailing your visit, hours worked and all expenses paid up front.

This invoice is what clients, family members, and trustees expect to receive when they pay for premium private caregiving services.

In order for seniors to obtain gov’t tax credits or refunds for your services a detailed invoice is required in the event that an audit should ever take place either on your end or your clients. 

  caregiving invoice

Caregiving Yearly Service Tax Receipt Template:
Provides a simple and organized way for your employer and accountant to see the caregiving service expenses incurred throughout the year month by month.

caregiving business templates                           


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