Small business bookkeeping templates

This Free general ledger is a crucial component of your business because it assists in keeping your business running smoothly and making sure that all financial accounting details are correct. This simple cashbook template enables you t record all the receipts and payments from direct bank deposits or cash payments. At the end of month, the accounts clerk will post all these transactions to the general ledger. The balance sheet excel template lets you determine the financial position of your business in terms of assets and liabilities.

This simple expense report template lets you document the expense date, type of expense and the total amount for each expense. The business mileage tracking sheet is used by employees wherever they use their personal vehicles while on business trips. Therefore, accountants can keep track of the mileage expense for every work journey. This bank reconciliation statement will help you identify the difference between checking account and the bank book. Statement of cash flows summarizes the amount of cash entering and leaving a company, illustrating the company performance over a certain period.

Use this accounts payable template to track the amounts due to your vendors or suppliers for materials received and have not been paid for. The total outstanding amounts owed to vendors appears as the accounts payable on the balance sheet. This profit and loss statement template lets you create the monthly or annual income statement by simply entering your financial information. The simple to use chart of accounts template enables you to keep business records in one sheet.

The petty cash log template simplifies the burden of recording sundry expenses, and ensuring you can account for the petty cash balance to the last coin. Use this farm bookkeeping template to keep track of every income and expenditure related to your farm. The bookkeeping template is designed to enter cash payments and bank deposits, and you can modify it to your farms unique operations. This restaurant bookkeeping template will help you monitor cash flows, business growth and profitability.

You can customize the template to suit your unique requirements. This non profit financial statements template consist of automated reports you need to ensure proper reporting of your financial position. Join our newsletter and receive our handcrafted recap with the best insights shared by founders in Starter Story each week.

Email, SMS, and more — Klaviyo brings your marketing all together, fueling growth without burning through time and resources. Go to Excel Cash Book This template is very similar to the cash book above, however it has a Balance Sheet Report so you can track your assets and liabilities and see the financial position of your business.

This excel bookkeeping template is a cash book specifically for tracking income and expenses off a credit card. Go to Expense Form Template This template is similar to the cash book but it includes sales tax features and the tracking of two bank accounts and one credit card.

Go to Accounting Excel Template Need to give your customers a sales invoice? Excel already has a great variety of Invoice templates included in their system.

The same goes with just about any other template that you might need. You probably don't need to search the web or use my templates to find one - just look inside Excel! I have done a sample invoice anyway and you can click on the link to go look at it and use it to get an idea of what information you need to include on your self-designed template.

Go to sales invoice This is what you need to send to your customers at the end of the month. Use it to list all the invoices you have sent them and include a total.

This tells your customers how much they owe you, and if for some reason they are missing an invoice, they can contact you for a copy. Go to Statement Use this spreadsheet to record all the invoices a business issues to a customer who have an account with the business.

You can track customer payments, and keep notes on what a customer says if the business has to call them about overdue payments. Go to Accounts Receivable Ledger.

If you buy or make stock items and sell them, you can use this Excel inventory template to keep a track of all items purchased made and sold, having a record of the costs and prices, the quantities, the values and so one for each one.

There is an overall Inventory Report which updates automatically so you get to see the totals in one list and immediately see the quantities left in stock, and the overall value of stock on hand. Go to Excel Inventory Template. Although this particular excel receipt is geared towards rent, you can easily customize it to exclude anything to do with rent if you require a receipt for other purposes.

This template has two versions, one has a shaded background which just makes it look pretty, the other one has no shading so saves the ink usage on your printer. Go to Receipts This spreadsheet is a fantastic tool for keeping a record of your purchase invoices due for payment. You would not use this spreadsheet if you paid for your goods at the time of purchase - eg. It is ideal for showing to employees and business partners.

The sheet compares future goals with current spending habits, creating a map for future growth. It allows owners to view their debts and create strategies for paying off each one in given time intervals.

It tallies the expenses against the potential benefits of creating the site. No site should be created without a budget template to keep track. Getting an SEO campaign right requires a lot of focus and automation with the use of useful Excel templates. Without some kind of assistance, it is easily to focus on all the wrong things. The data is pulled from multiple sources and is then compiled into aesthetically pleasing charts and graphs. It will make it easy to observe whether you have too many bulk links from low authority sites.

Healthy sites should have a nice bell curve with a good mix of sites. Google will distrust sites with only high DA and only low DA links, as it will look unnatural. This is an incredibly useful sheet for webmasters. It is perfect for small businesses who are launching internet campaigns. It collects a huge variety of metrics and places all of them into awesome charts and graphs.

Business owners need to regularly conduct these audits, at a minimum of once every 1 — 3 months. A social media strategy that is not regularly audited will not succeed over the long-term. The sheet can be used to track progress on nearly any conceivable metric and the data is presented in graph form. The template makes it easy to determine the profitability of manufacturing and marketing a new item.

A business will not grow if costs get out of hand. This template consolidates a number of key metrics and is a comprehensive tool, without the need for any additional sheets.

KPIs can be viewed in both table and graph forms. An overview of revenue, revenue breakdown, and time to market are shown. This template is ideal for showing to stakeholders and to see which products have been the most profitable in the given time period.

It provides KPIs for a number of tasks including the resources allocated along with the total days per project and current financials. This is very useful for business owners who are simultaneously working on a number of projects and need the information displayed in an easy to read manner. This is a highly detailed sheet that can help you to really pin down business goals over the next 12 months.

It outlines a wide variety of key metrics across each month and further breaks down each month into weekly sections. The template identifies the business goals, target audience, tactics, budget, and marketing strategies.

Failing to create a meaningful social media strategy with tracking and monitoring is why most businesses do not benefit from social media platforms. SWOT is a primary technique used by business owners and a common project management strategy, as it allows to objectively look at a business project in its entirety. This template allows the investigation of both internal and external factors.

The template is useful because it tracks the employee across key metrics without being overly detailed. It also has a space for commenting on whether the employee reached certain goals or not. All of the information is neatly compiled to provide owners with a snapshot of where everything stands at the present time.

It shows task status, budget, pending items, assignment, and timeline of various projects. A Gantt chart is one of the easiest ways to track the progress of a particular task in percentages. Multiple tasks can be inserted and the projects are color coded depending on their risk level and progress. It is one of the best ways to get an overview of multiple deliverables. All small business owners and project managers need a good system to keep track of customer and merchant issues to improve efficiency and satisfaction levels.

It is color coded to easily observe who is responsible for certain roles and responsibilities. The Kaban Board is an excellent tool in terms of functionality and visual design. It allows the tracking of revenue across individual products, region, and customer types. This is vital information in terms of deciding which products are doing well in relation to specific customer and regions. It will allow business owners to make better sales decisions. Even if it is only a projection, it is definitely useful to have.