Excel templates
- Monthly Bookkeeping Checklist (Excel) →
Nine steps to close a month, plus entry sheets for cash jobs, app payments, bank deposits, expenses by category, and helpers paid. Read the guide. - Year-End Bookkeeping Checklist (Excel) →
What to gather before you hand your year to a tax preparer: income by source, expenses by Schedule C line, contractor payments, and open items. Read the guide.
Guides
- How to Organize Business Expenses (complete guide)
- Business Expense Categories, explained
- Schedule C, line by line
- Quarterly Estimated Taxes for the Self-Employed
- Bookkeeping When Most of Your Work Is Cash
Using these on your own site
You're welcome to link to this page from a class, a trade association page, a library resource list, or a post of your own. Please link rather than re-host the files, so people always get the current version.
If you'd rather not keep a spreadsheet
The LedgerFast Year Book is the same routine as software: one simple sheet per month for cash jobs, app payments, bank deposits, expenses by category, and helpers paid, with a year-end PDF or Excel packet. $99 per tax year, 14 days free. If it doesn't make your life easier, we'll refund your money.
These templates are general record-keeping tools, not tax advice. LedgerFast is not a CPA firm and does not prepare or file tax returns. For your own situation, talk to a licensed tax professional.