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Business Operations: Forms and Contracts

It can be an exciting prospect to start your own business, but it also means that all aspects of the business fall on your shoulders. As a business owner, you will encounter a wide variety of issues while operating your business on a daily basis. This article provides sample documents that you can use as a guide to assist you in your day-to-day business operations. 


Effective finance management and accounting is one of the keys to a successful business. For this reason, it's important to keep close track of the income and liabilities of your business. The samples below can help you create your own tools to track your business finances.


Every business will deal with contracts, whether they are oral or written; and since they are legally binding agreements, it's a good idea for all business owners have a basic understanding of contract law. Below you can find a sample of a sales contract, a checklist for common terms of a contract, and a sample letter in the event of a billing dispute.

  • Sample Basic Sales Contract: Sample sales contract to help you draft or enter into a sales contract of your own.
  • Contract Terms Checklist: Basic provisions that may be important to include or consider in a business contract.
  • Sample Billing Dispute Letter: If you notice a billing error, it's important to provide the creditor with written notice of the error, and this section provides a sample billing dispute letter.

Equipment and Services

In starting your business and making various decisions, it can be helpful to see examples of how others have made similar decisions. Below you can find examples of real service agreements and equipment leases to guide you in entering into your own agreements.

Sales and Marketing

In order for your business to adequately reach prospective customers, it's important to engage in effective marketing and advertising. As a new and busy business owner, it can be difficult to figure out the best place to start for effective sales and marketing. Below you can find sample sales and marketing agreements, as well as a marketing strategy questionnaire to get you started in developing your marketing plan.

E-Commerce Checklists

In this day and age, Internet and e-commerce play a large role in the way that people learn about and engage with businesses. For this reason, it's important for your business to have a strong Internet presence. The checklists below provide helpful information about how to have the best Internet exposure for your business.

Day-to-Day Business Operations Checklists

Once you have everything set up for your business, it'll be time to run the day-to-day business operations. The documents below provide some helpful guidance in aspects that will affect your daily business operations.

Questions About Business Operations Forms and Contracts? Ask an Attorney

After reading this article, you'll likely have questions or concerns about some of the forms and contracts on this list, or other questions about your business operations. It's best to contact an experienced contracts attorney in your area to get those inquiries answered.

You Don’t Have To Solve This on Your Own – Get a Lawyer’s Help

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Next Steps: Talk to a Business Lawyer

Contact a qualified business attorney to help you negotiate and craft airtight contracts.

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