All templates
Spreadsheet templates for small business finance
For Microsoft Excel & Google Sheets. Each page shows the actual tabs, what is included and what was tested.
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Contractor pack · 2 workbooks
Contractor Job Costing & WIP + 13-Week Cash Flow
See which jobs make money, which are over- or under-billed, and the week your bank balance gets tight. Two workbooks.
$39Details · Buy on Etsy -
For the self-employed · 1 workbook
Schedule C Expense Tracker
Income, expenses, mileage and quarterly estimates in one file, totalled by Schedule C line for year end.
$24Details · Buy on Etsy -
For remodelers & contractors · 1 workbook
Schedule of Values & Draw Request
Schedule of values, one-page draw request, change order log and retainage, all tied together for each billing period.
$34Details · Buy on Etsy -
For anyone who pays contractors · 1 workbook
1099 & W-9 Tracker
Every payee and payment in one file: who needs a 1099-NEC or 1099-MISC for 2026, and whose W-9 is still missing.
$19Details · Buy on Etsy -
For small business owners · 1 workbook
13-Week Cash Flow Forecast
Your closing cash for each of the next 13 weeks, with a WATCH alert for the first week below your buffer.
$19Details · Buy on Etsy
It calculates from the figures you enter and does not know your full tax position or legal obligations. It is not IRS-reviewed and does not file anything. Check your inputs and talk to a qualified accountant or tax professional before making tax, financing or legal decisions.