Templates for Small Business Owners

Income, expenses, monthly P&L, category dashboards.

Single-tab tracker. Categorize and auto-total.

Date, odometer, miles, purpose. Auto-tally with IRS rate.

Monthly and YTD P&L in banker-friendly layout.

Assets, liabilities, equity. Auto-balances and validates.

Standard COA for small business. Numbered, categorized.

Outstanding invoices grouped by 30/60/90+ days.

Monthly variance report. Plan vs reality, by category.

Per-line expense report with receipts column and approval.

13-week rolling forecast. See trouble before it hits.

SKU, on-hand, reorder point, last-purchased cost.

CRM-lite for freelancers. Status, LTV, next follow-up.

Track 1099 income, write-offs, quarterly estimates.

Year-end checklist of documents for your CPA.

Service revenue, tips, product COGS, chair rent.

Marketplace sales, fees, shipping, COGS, net per order.

Inbound shipments, FBA fees, refunds, ad spend, COGS.

Order revenue, payment fees, shipping cost, returns.

Rent, mortgage, repairs. Schedule E ready.

Commissions, splits, marketing spend, mileage.

Per-load revenue, fuel, repairs, IFTA.

Per-child fees, meals, supplies, food program reimbursement.

Sessions, packages, gym rent, equipment.

Daily sales, food cost %, labor %, tip pool.

Per-event revenue, fuel, ingredients, permit costs.

Per-property route, materials, equipment depreciation.

Session fees, deliverables, gear, travel.

Per-article, per-client revenue. Net words / hourly equivalent.

Hours per client, packages, monthly recurring.

Restricted vs unrestricted funds, grants, donations.

Tithes, designated giving, missions, building fund.

Assessments, reserves, vendor pay, annual budget.

Bills you owe, grouped by 30/60/90+ days.

Double-entry ledger with debits, credits, running balance.

Match your books to the bank statement each month.

Every invoice: sent, due, paid, overdue.

Taxable sales and tax collected by period.

Per-employee gross, taxes, deductions, net pay.

Assets, cost, useful life, straight-line depreciation.

Track small cash in and out with a running balance.

Per-job materials, labor, and profit margin.

All recurring software and subscriptions in one place.

Track money you take out and put in.

Split income into profit, owner pay, tax, opex.

Step-by-step month-end close routine.

Job costs, change orders, retainage, equipment.

Recurring client revenue, supplies, mileage.

Cost + margin → hourly or project rate.

Fixed costs, variable costs, price → break-even units.

Per-product margin, target price, markup.

Investment vs return, payback period.

Customer acquisition cost vs lifetime value by channel.

MRR, churn, ARPU, net retention. Monthly.

One-page business plan. Problem, solution, customers, model.

Full 25-page plan. Bank- and SBA-ready.

Audience, channels, budget, monthly themes.

Stages, conversion %, drop-off points.

Leads with source, status, next action, value.

Deal stages, weighted forecast, close dates.

Reps, deals, commission %, payouts.

Welcome, contracts, intake, kickoff.

Scope, milestones, fees, acceptance criteria.

Wins, in-progress, KPIs, next month.

Customer problem → solution → result. Sales asset.

Polite ask + prompts so the customer can answer fast.

Audience, voice, pillars, KPIs, monthly themes.

Pre-meeting agenda and post-meeting minutes in one doc.

Manager/report agenda. Wins, blockers, growth.

Quarterly or annual review. Goals, achievements, growth.

Title, mission, responsibilities, requirements.

Policy outline for small businesses. Customize and adopt.

Reasons for leaving, suggestions, asset return.

Quarterly objectives and key results.

Strengths, weaknesses, opportunities, threats.

Up to 5 competitors across 10 dimensions.

Short survey for SaaS, retail, or services.

NPS survey form plus monthly tracking spreadsheet.

Side-by-side vendor evaluation with weighted scoring.

Vendor RFP with scope, evaluation, timeline.

Refund eligibility, timeframe, process.

Generic ToS for a website or SaaS.

Generic privacy policy for websites.

Your whole business on one page, 9 blocks.

Match customer jobs, pains, and gains to your offer.

A one-page profile of your ideal customer.

Track your top metrics against targets.

QBR deck outline: results, learnings, plan.

Document a repeatable process step by step.

Score risks by likelihood and impact.

Launch plan: audience, message, channels, metrics.

The 10 slides investors expect.

First-day to first-90-days checklist.

Plan and track spend across channels.

Pillars, audience, cadence, and KPIs.