Free Bookkeeping Templates for Small Business
Free bookkeeping templates and calculators for small business: invoices, P&L, balance sheet, cash flow, aging, budgets and more. Runs in your browser.
Free bookkeeping templates are easy to find, but many don't match how a small business actually runs. This page collects the free bookkeeping templates and calculators from LiveFixPro Bookkeeping in one place, with a short note on what each one is for so you can pick the right one quickly.
Every template runs in your browser. Nothing you enter is uploaded, sent or stored, and each one works offline once the page is open. Every template in the Statements and Billing sections below has a Print button (pick the PDF option in your browser's print window to get a PDF) and a CSV download that opens in Excel or Google Sheets. The invoice template exports its line items only. None of them connect to QuickBooks®, so you copy numbers over from your reports yourself. That keeps your books where they are and lets you try a layout first.
How to choose a bookkeeping template
Need a report? Start with the profit and loss, balance sheet or cash flow statement templates below.
Books don't balance? Use the trial balance template to find out which side is off and where to look.
Chasing money? Use the accounts receivable aging planner.
Not sure where your books stand? Take the free Books Health Score, or browse the free QuickBooks tools.
Statements and core reports
These are the reports most owners use to see how the business is doing. Each one is a template you fill in with your own numbers, so you can see how the pieces fit before you rebuild them in your accounting software. See how the three statements connect in our financial statements guide.
Profit and Loss Template for Small Business
Enter revenue, cost of goods sold and expenses to see gross profit, operating profit, net profit and margins. Add a prior period if you want a side-by-side look.
Balance Sheet Template for Small Business
List what the business owns, what it owes and the owner's equity as of one date. It totals each section and checks that the balance sheet balances.
Cash Flow Statement Template
Start from net profit, enter the changes in your accounts, and it builds operating, investing and financing cash flow plus ending cash. It uses the indirect method.
Trial Balance Template
Put each account balance in a debit or credit column. It adds both sides and gives hints on where to look if they don't match.
Small Business Budget Template (Budget vs Actual)
Enter a monthly budget and your actuals to see the difference on every line, the net result and which lines ran over.
Billing and tracking cash
Day-to-day paperwork and cash tracking. Use these to keep invoices and cash in an order you can explain.
Invoice Template for Contractors
Fill in your details, line items and terms, then print the invoice or turn it into a PDF.
Petty Cash Log Template
Record each payment and refill with receipt numbers, watch the running balance and compare it with a physical cash count.
Accounts Receivable Aging & Follow-Up Planner
Enter open invoices and due dates to get an aging summary and an oldest-first list of who to follow up with.
More free QuickBooks tools
Need a hand with your own books?
Templates help you see how things fit. They don't fix the books underneath. If the templates keep turning up the same problems, such as deposits that won't match, balances that don't tie to the bank, or reports you don't trust, that is the kind of work LiveFixPro Bookkeeping does for small businesses across the U.S., entirely remotely. Published prices are $1,999 fixed one-time for Cleanup for QuickBooks Users and $499/mo for monthly bookkeeping. What each includes is confirmed on the free consult. See our bookkeeping services and plans, or book a free consult and we'll talk through where your books stand.
What these templates are not
They're calculators and layouts that work only from the numbers you enter. They don't read your accounting file, give accounting or legal advice, or replace a bookkeeper's review.
FAQ
What are bookkeeping templates?
Bookkeeping templates are ready-made layouts for recording and checking your business's money: invoices, petty cash, profit and loss, balance sheet and so on. Ours are filled in right in your browser and can be printed or downloaded.
Do the templates work with QuickBooks?
They don't connect to QuickBooks or any other software. You type or paste numbers from your reports, and the template totals and checks them. Several, like the trial balance and balance sheet templates, are laid out to match the reports you'd run in QuickBooks.
Is my information stored anywhere?
No. Each template runs in your browser, and nothing you enter is uploaded, sent or stored. If you close the page, your entries are gone, so print or download what you need first.
Which bookkeeping template should I start with?
Start with the one that matches the question in front of you. For a report, use the profit and loss template. To check that your books balance, use the trial balance template. To see who owes you, use the accounts receivable aging planner. If you're not sure, the free Books Health Score is a good first step.
See what's next in your books
Pick a template above, and book a free consult if you'd like a hand getting your books in shape.
QuickBooks® is a registered trademark of Intuit Inc. LiveFixPro is independent and not endorsed by Intuit.
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Bookkeeping Services FAQs
What are bookkeeping services for small businesses?
Bookkeeping services keep your day-to-day financial records accurate—categorizing transactions, reconciling accounts, and preparing clean books so you can see cash flow and make decisions with confidence.
Who is this for?
U.S. small businesses that want reliable monthly bookkeeping and clear books without hiring a full-time in-house bookkeeper. Deep QuickBooks cleanup is available separately when your books need a catch-up.
What’s included in monthly bookkeeping?
Transaction categorization, bank and credit-card reconciliation, and organized books ready for review.
How is pricing structured?
Monthly Bookkeeping is $499/mo, Support for QuickBooks Users is $149.99/mo, Cleanup for QuickBooks Users is $1,999 fixed one-time, and Catch-up Bookkeeping starts from $799.99 one-time. Final scope is confirmed on a free consultation.
Do you use QuickBooks?
Yes—work is for QuickBooks® users. Cleanup and ongoing bookkeeping can connect to your QuickBooks Online file when that is the right fit. LiveFixPro is independent and not endorsed by Intuit Inc.
How do we get started?
Book a free consultation on our calendar. We’ll confirm scope, access needs, and the right package before work begins: Book a free consultation
Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. used with permission under the QuickBooks ProAdvisor Agreement.