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    Free Business Templates

    16 professionally built spreadsheets, forms, and checklists you can download and use today. Every template is editable and free, no signup required.

    Invoicing

    Invoice Template
    Professional invoice with auto-calculated totals, tax, and payment terms.
    6 KB

    Expenses

    XLSX
    Expense Report Template
    Multi-line expense report for reimbursement or monthly expense tracking.
    6 KB
    XLSX
    Employee Expense Form
    Single-event expense form with categories, approval, and reimbursement.
    6 KB
    XLSX
    Business Mileage Log
    IRS-compliant mileage log with auto-calculated deduction at $0.70/mile.
    7 KB
    XLSX
    Receipt Log Template
    Simple receipt tracker with category, tax, and audit-ready totals.
    6 KB

    Planning

    XLSX
    Small Business Budget Template
    12-month operating budget with revenue, COGS, expenses, and net income.
    8 KB
    XLSX
    13-Week Cash Flow Forecast
    Rolling 13-week cash forecast with inflows, outflows, and ending balance.
    7 KB
    DOCX
    Business Plan Template
    9-section business plan structured for lenders, investors, or internal use.
    38 KB

    Bookkeeping

    XLSX
    Chart of Accounts Template
    Standard small business chart of accounts with 45+ pre-built accounts.
    7 KB

    Checklists

    PDF
    Payroll Processing Checklist
    Every step of a compliant payroll run, from timesheets to tax deposits.
    3 KB
    PDF
    Month-End Close Checklist
    Reconcile, accrue, review, and lock your books every month.
    4 KB
    PDF
    Year-End Accounting Checklist
    Close, tax-prep, compliance, and strategic-review tasks for year-end.
    4 KB
    PDF
    General Accounting Checklist
    Daily, weekly, monthly, quarterly, and annual accounting tasks.
    3 KB
    PDF
    Bookkeeping Checklist
    Setup, ongoing tasks, and monthly reports every bookkeeper should run.
    3 KB
    PDF
    Small Business Tax Prep Checklist
    Everything your tax preparer needs to file your business return.
    4 KB

    Reporting

    XLSX
    Financial KPI Dashboard
    18 key financial KPIs with formulas, targets, and variance tracking.
    7 KB

    Need help setting these up in your business?

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    Related resources: Calculators, Deduction library, Financial reporting, Business formation.

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