Free Business Forms

Welcome to The Frugal Entrepreneur’s collection of free business forms, letters, and templates for small and home-based businesses. While there are currently numerous sites online offering “thousands” of printable business documents and templates that are free to download, I have found that most of these offerings are poor in quality or are unsuitable to the needs of either small and home-based companies or the self-employed.

I therefore decided to put together this collection of essential business documents. I hand picked and adapted all of these forms, templates, and sample business letters to specifically suit the needs of small and home businesses. Most of these documents are from my growing personal collection of files that I have used over the years for my own business transactions. (Where any document is from an outside source, the source and link are provided.)

If you need ready-made letter templates, that are not listed here in our free business forms library, check out these letters.

If you are looking for an email marketing tool, the guys at did a thorough review of what is available in the market now: it will help you choose between the likes of MailChimp, Klaviyo, Constant Contact, AWeber etc…

And a final note… You may notice that I have conspicuously left out most legal-type business documentation. When it comes to these kinds of forms, which as mentioned above, are freely available on several websites, my advice is: do yourself a favor and hire a qualified attorney or CPA to make sure you don’t make a regrettable mistake down the road.
You can preview the documents by hovering over them.


Small Business Startup Documents

If you are starting a new business or are in the early growth stage, then check out The Frugal Entrepreneur’s Free Small Business Start-up Guide and Start-up Checklist

Use this startup cost budget worksheet to estimate the amount of money needed to start a new business and run it for the first 3 months to a year.

See more Small Business Start-up Forms and Templates here.


Accounting & Financial Reporting Templates

Easy-to-use income statement template broken down by quarters.

See more small Accounting & Financial Reporting Templates here.


Human Resources: Employment Letters, Templates, and Forms

Use this form when employees recommend someone for a position in the company.

See more Human Resources Employment Letters, and Forms here.


Business Operations Documents and Templates

A simple spreadsheet to record items in inventory

See more Business Operations Documents and Templates here.


Order forms, Invoices, Receipts for Small and Home Businesses

Show the cost breakdown to customers for a completed job with this service invoice form

See more Order forms, Invoices, Receipts for Small Businesses here.


Business Letter Examples and Templates

This formal business letter template is a standard form that can be used for your written business communications. There is also a place to add a your company's logo

See more Business Letter Examples and Templates here.


Office Management Documents and Templates

A simple form to use when sending a fax

See more Office Management Documents and Templates here.


Miscellaneous Documents and Templates for Small and Home Businesses

This free partnership agreement is an example for reference only. Please make an effort to consult with a qualified professional if you need this form for your business

See more Documents and Templates for Small and Home Businesses.


If you have any questions or comments regarding this collection of free business forms, documents, and templates for entrepreneurs, and small and home-based business owners, please let me know.

Disclaimer: I’m not a certified legal or financial professional. “Frugality” does not mean you skimp in those areas where a qualified professional, such as an attorney or CPA should be consulted. The small business tips, small business resources, and other information on this site including this collection of free business documents, templates, and forms are for educational purposes; they are meant to get you started in the right direction; but it’s up to you to do the appropriate research.



  1. Grace says

    Thanks so much for this list! I haven’t started reviewing the list but from what I assume they are all useful. Thanks for the effort! More power!

  2. Devyani Srinivasan says

    I want to store all the information I have about a client in one Word document. This information may come from calls, their website etc. Do you know of a good template for this? If not, do you at least know what it is called to make it easier for me to search for it?


  3. says

    Hi Adam,

    Thank you so much for the list of Business documents and templates! They’re so helpful for every business owner. I really appreciate your effort in collecting these and providing these to the audience!

    Thanks much!

  4. Adam Gottlieb says

    The template you’re looking for would be called either a “customer profile template” or a “customer information template.” I have put an example of one up on this page. But you are not likely to find something that will fit your specific needs. It’s best to either use my template as a guide and then make any necessary tweaks or create your own from scratch. You may also want to consider using a Customer Relationship Management (CRM) program. Some free options include:


  5. Entrepreneur says

    Wow! This is really helpful info and the business forms here also. Thank you for your effort!

  6. Debbi says

    Thank you for your wonderful templates. I started a small business 2 years ago and realized I was mixing my supplies and inventory together. I now have a form to count and record my physical inventory. Thanks. Keep them coming. I have bookmarked this site.

  7. says

    Wow these are just what I’ve been looking for! These templates and forms would really help me in getting my own business started. Your efforts are really much appreciated sir. New entrepreneurs like me would really benefit from your posts. Hope to see more of these on my next visit in this website. More power!

  8. Zawadi says

    Just want to send you a big thank you for taking the time out to offer all these templates. Many will come in real useful in the future for my developing social enterprise. Thanks again!

  9. Ben says

    WHERE WOULD I BE WITH OUT THIS HELP?!!!!!!!!!!!!!!!!


  10. Amad Khan says

    Thanks alot for sharing such a nice and informational helps me alot……….good work……………keep it up!!!

  11. says

    I cannot tell you how thankful I am to find this site! You have some very helpful downloads, and it is much appreciated that they are free!

  12. says

    Thank you sooooo much for all this information! This is absolutely a great help for me to start my business and the best part is that this is all for FREE. You get nothing for free in life anymore….

    May God Bless you in your business.

  13. Jo says

    Delighted to have found you and your fully accessible forms – very helpful.
    I’m also looking for a channel incentive template for a handful ( at the moment) resellers. My customers will not appreciate a fully loaded doc, something short and to the point.
    I’d be really grateful for your input

  14. terri compson says

    thanks so much for the fabulous aray of documents which are so useful. i wonder if you could point me in the right direction for a ‘customer account’ form template too? There’s always one eh?

  15. Adam Gottlieb says

    Sure, but for what industry and what kinds of information would you include in this form? I have a customer information template above that may already have some of the fields you need, but if you are looking for something more specific then let me know and I’ll see if I can find something like it in my “collections” :)

  16. bzribee says


    I downloaded and saved “Twelve Month Cash Flow Statement” but am unable to enter or edit or change anything. What am I doing wrong? I have a Mac…could that be the problem?

    Thank you for these forms, they are WONDERFUL , and needed. ALl in one place is great.


  17. Adam Gottlieb says

    I don’t know… Maybe try first opening your spreadsheet program and then opening the file. If you still have problems, let me know

  18. Devine Shirt Company says

    Id love to see a simple ‘old school’ ledger, with incoming money, and out going money! No frills!

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