Templates

• Expense Report Template
  A clean employee expense report that maps to standard tax categories. Includes mileage, per diem, and receipt attachment guidance.
• Monthly Bookkeeping Checklist
  The ten-minute monthly close routine for solo operators and small teams: statements, categorization, reconciliation, reporting.
• Tax Preparation Checklist
  Year-round tax prep checklist for US freelancers and small businesses, with the exact records to keep and quarterly estimate math.
• Bank Reconciliation Guide
  The complete bank reconciliation workflow with a worked example, exception patterns, and the sign-off sheet auditors expect.
• Financial Statement Examples
  Filled-in profit and loss, balance sheet, and cash-flow statements for a service business and a product business, side by side.

Every template is written to be usable on day one. Paste into a spreadsheet, print it, or copy it into your own system. If you spot an error or want a template we do not yet publish, tell us.