Free templates
Free Excel templates for small business
Overview
11 working spreadsheets with formulas built in. Download one, delete the example rows and start. They open in Excel and in Google Sheets.
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Invoice template
One clean page you can print or save as a PDF. Type your lines, and the due date, subtotal, tax and balance work themselves out.
Mileage log template
Log each business trip as it happens. Miles add up by month and by year, and the deduction is estimated at the IRS standard rate.
1099 contractor tracker template
Keep every contractor, every payment and every W-9 in one place, so January is a check, not a hunt.
Monthly close checklist
Twenty-six steps in a sensible order, with a progress bar. Use it every month, and your books stay current instead of piling up.
Income and expense tracker
One list of what came in and what went out. Pick the type and category, and the monthly and category totals fill in.
SaaS MRR and deferred revenue schedule
List your contracts once. The schedule shows what you earn each month, what you bill, and how much sits in deferred revenue.
Vendor statement reconciliation template
Put the vendor's statement next to your own records, and the sheet tells you which lines match, which differ and which are missing on either side.
Estimate template
Give the customer a price before you start. Type the lines, and the total, the valid-until date and the deposit work themselves out.
Receipt template
Give the customer proof of payment and keep a copy for your books. The total and the balance due work themselves out.
Profit and loss template
Twelve months side by side. Type income and expenses, and gross profit, net profit and margin work themselves out for each month and the year.
Small business budget template
Set a monthly budget for each category, type what actually happened, and see each month and the year against the plan.
Want more than a template?
The templates above are free to keep. These paid workbooks go further, with checks that flag what is wrong, a filled example and a blank copy.
Month-End Close Workbook
A real month-end close in one Excel file. It tells you when a rec does not tie, which variances still need an answer, and when the period is ready to lock.
See what's inside ($19)14-day full refund
Bookkeeping Toolkit Bundle
All three MCC Solutions Excel toolkits: month-end close, sales-channel profit tracker and QuickBooks cleanup kit. Example and blank copies of each.
See what's inside ($59)14-day full refund
How to use any of them
- Download and open. Excel, or Google Sheets by uploading the file.
- Read the yellow cells. Blue text on a pale yellow cell is for you to type. Grey cells calculate on their own.
- Delete the example rows. They show the format and the formulas working.
- Keep a master copy. Save the original, and work in a copy for each month or year.
Questions
Are these templates really free?
Yes. Each one downloads straight away with no sign-up. Use them for your own business.
Do they work in Google Sheets?
Yes. Upload the file to Google Sheets, then check the formulas and dropdown lists after the import.
Are the numbers checked?
Each workbook was recalculated and tested against figures worked out by hand. The example rows show the format. Replace them with your own.
Is this tax advice?
These templates track your own numbers. They are not tax, legal or accounting advice, and MCC Solutions is not a CPA firm. Ask your CPA how rules apply to you.
Want something checked or set up for your business? Take the free health check, or see our bookkeeping. These templates track your own numbers. They are not tax, legal or accounting advice, and MCC Solutions is not a CPA firm. Ask your CPA how rules apply to you.
Tallyfinch
Books you keep on your own computer
Tallyfinch does invoices, bills, bank import, reconciliation and the main reports, in a file you own. $99 once, then $5 a month for updates; the app keeps working if you stop the plan. It does not do payroll or sales tax filing. The free download records up to 60 entries.
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