Free Financial Templates
Download professional templates for cash flow, invoicing, expenses, and more. Available in Excel, Google Sheets, and PDF.
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Cash Flow Template
Free 13-week cash flow forecast template for small businesses. Track income, expenses, and predict cash crunches before they happen.
Cash Flow Forecast Template
90-day cash flow projection template. Predict future cash position and avoid cash crunches.
Daily Cash Flow Template
Track daily cash inflows and outflows. Perfect for businesses with high transaction volume.
Weekly Cash Flow Template
Weekly cash flow tracking template with running balance and variance analysis.
Monthly Cash Flow Template
Monthly cash flow statement template with YTD comparisons and trending.
Startup Cash Flow Template
Cash flow template designed for startups. Track burn rate, runway, and investor milestones.
Restaurant Cash Flow Template
Cash flow template for restaurants with food cost, labor, and seasonal adjustments.
Retail Cash Flow Template
Cash flow template for retail businesses with inventory and seasonal planning.
Construction Cash Flow Template
Project-based cash flow template for contractors with milestone billing.
Real Estate Cash Flow Template
Property cash flow analysis template for landlords and real estate investors.
Invoice Template
Professional invoice template for freelancers and small businesses. Includes all essential elements and payment terms.
Freelance Invoice Template
Invoice template specifically designed for freelancers. Includes hourly rates, project billing, and payment terms.
Hourly Invoice Template
Invoice template for billing by the hour. Includes time tracking and rate calculations.
Consulting Invoice Template
Professional invoice template for consultants with project phases and retainer options.
Contractor Invoice Template
Invoice template for contractors with line items for labor, materials, and equipment.
Photography Invoice Template
Invoice template for photographers with session types, prints, and licensing fees.
Graphic Design Invoice Template
Invoice template for graphic designers with revision rounds and deliverables.
Web Design Invoice Template
Invoice template for web designers with project milestones and hosting fees.
Writing Invoice Template
Invoice template for writers with word count, articles, and content types.
Legal Invoice Template
Invoice template for lawyers with billable hours, case expenses, and trust account.
Medical Invoice Template
Invoice template for healthcare providers with CPT codes and insurance billing.
Catering Invoice Template
Invoice template for caterers with menu items, service fees, and gratuity.
Cleaning Service Invoice Template
Invoice template for cleaning services with service types and recurring billing.
Landscaping Invoice Template
Invoice template for landscapers with job types, materials, and seasonal services.
Plumbing Invoice Template
Invoice template for plumbers with labor, parts, and emergency service rates.
Electrical Invoice Template
Invoice template for electricians with service calls, materials, and permits.
HVAC Invoice Template
Invoice template for HVAC contractors with service types and equipment.
Roofing Invoice Template
Invoice template for roofers with job phases, materials, and warranty.
Painting Invoice Template
Invoice template for painters with room-by-room pricing and materials.
Tutoring Invoice Template
Invoice template for tutors with session tracking and subject areas.
Expense Report Template
Track business expenses with this comprehensive expense report template. Perfect for reimbursements and tax deductions.
Freelance Expense Tracker
Track all your freelance business expenses by category. Perfect for tax time and maximizing deductions.
Business Expense Template
Comprehensive business expense tracking template with categories and tax deductions.
Travel Expense Template
Track business travel expenses including flights, hotels, meals, and mileage.
Mileage Log Template
IRS-compliant mileage log template for tracking business vehicle use.
Home Office Expense Template
Calculate home office deduction with this expense tracking template.
Vehicle Expense Template
Track vehicle expenses for business use including gas, maintenance, and insurance.
Receipt Tracker Template
Organize receipts and expenses with this categorized tracking template.
Petty Cash Template
Track petty cash fund with this simple log and reconciliation template.
Reimbursement Form Template
Employee expense reimbursement form with approval workflow.
Profit and Loss Template
Simple P&L statement template for small businesses. Track revenue, expenses, and net profit monthly or quarterly.
Balance Sheet Template
Standard balance sheet template showing assets, liabilities, and equity.
Income Statement Template
Detailed income statement template with revenue breakdown and expense categories.
Monthly Financial Report Template
Comprehensive monthly financial report with key metrics and charts.
Quarterly Financial Report Template
Quarterly financial summary for board meetings and investor updates.
Annual Financial Report Template
Year-end financial report with YoY comparisons and key metrics.
Accounts Receivable Aging Template
Track outstanding invoices by age (30, 60, 90+ days) with this AR aging report.
Accounts Payable Aging Template
Manage bills and vendor payments with this AP aging report template.
Small Business Budget Template
Annual budget template with monthly breakdowns. Plan expenses, forecast revenue, and track actuals vs. budget.
Monthly Budget Template
Simple monthly budget template for small business expense planning.
Annual Budget Template
Comprehensive annual budget with quarterly rollups and variance analysis.
Marketing Budget Template
Marketing budget template with channel allocation and ROI tracking.
Project Budget Template
Project-based budget template with phases, labor, and materials.
Startup Budget Template
Startup budget template with pre-launch costs and runway planning.
Event Budget Template
Event planning budget with vendor costs, timeline, and contingency.
Department Budget Template
Department budget template with line items and approval workflow.
Quarterly Tax Calculator
Calculate estimated quarterly taxes for self-employed individuals. Includes federal and self-employment tax.
Tax Deduction Tracker
Track all potential tax deductions throughout the year by category.
Self-Employment Tax Calculator
Calculate self-employment taxes including Social Security and Medicare.
Sales Tax Tracker
Track sales tax collected and owed by jurisdiction.
Tax Payment Tracker
Track all tax payments made throughout the year with receipts.
Schedule C Prep Template
Organize income and expenses for Schedule C filing.
1099 Tracking Template
Track contractor payments for 1099 filing requirements.
Depreciation Schedule Template
Calculate and track asset depreciation for tax purposes.
Break-Even Analysis Template
Calculate your break-even point and understand how many sales you need to cover costs.
ROI Calculator Template
Calculate return on investment for projects and marketing campaigns.
Financial Ratio Template
Calculate key financial ratios including liquidity, profitability, and efficiency.
Pricing Calculator Template
Calculate optimal pricing based on costs, margins, and competition.
Profit Margin Calculator
Calculate gross, operating, and net profit margins.
Cost-Benefit Analysis Template
Evaluate business decisions with this cost-benefit analysis framework.
Business Plan Financial Template
Financial projections template for business plans with 3-year forecast.
Startup Financial Model
Complete financial model for startups with revenue projections and unit economics.
Revenue Projection Template
Project revenue growth with multiple scenarios and assumptions.
Financial Forecast Template
12-month financial forecast with P&L, balance sheet, and cash flow.
Funding Requirements Template
Calculate startup funding needs with use of funds breakdown.
Cap Table Template
Track equity ownership, dilution, and funding rounds.
Sales Forecast Template
Forecast sales by product, channel, and region with trend analysis.
Marketing Budget Template
Plan and track marketing spend across channels and campaigns.
Inventory Tracking Template
Track stock levels, reorder points, and inventory valuation.
Employee Timesheet Template
Track employee hours, overtime, and PTO in one spreadsheet.
Commission Tracker Template
Calculate and track sales commissions by rep and deal.
Business Valuation Template
Estimate business value using multiple valuation methods.
Pricing Calculator Template
Calculate optimal pricing based on costs, margins, and competition.
Customer Lifetime Value Template
Calculate CLV and acquisition costs for better growth decisions.
Project Proposal Template
Create professional project proposals with scope and pricing.
Service Agreement Template
Client service agreement with terms, scope, and payment schedule.
Retainer Agreement Template
Monthly retainer contract for ongoing client relationships.
NDA Template
Non-disclosure agreement template for protecting confidential information.
Contractor Agreement Template
Independent contractor agreement with work scope and payment terms.
Credit Memo Template
Issue credit notes for returns, adjustments, or billing errors.
Payment Receipt Template
Professional payment receipts for client transactions.
Statement of Account Template
Client account statement showing all invoices and payments.
Quote Template
Professional quote/estimate template for client proposals.
Profit and Loss Template
Monthly P&L statement template with category breakdowns.
Balance Sheet Template
Balance sheet template with assets, liabilities, and equity.
Income Statement Template
Detailed income statement with revenue and expense categories.
Bank Reconciliation Template
Reconcile bank statements with your books each month.
Chart of Accounts Template
Standard chart of accounts for small businesses.
General Ledger Template
Track all transactions in a general ledger format.
AR Aging Template
Track accounts receivable aging by customer and due date.
AP Aging Template
Track accounts payable aging by vendor and due date.
Depreciation Schedule Template
Calculate depreciation for fixed assets using multiple methods.
Loan Amortization Template
Calculate loan payments with principal and interest breakdown.
Vehicle Mileage Log Template
IRS-compliant mileage log for tax deductions.
Home Office Deduction Template
Calculate home office tax deduction using IRS methods.
W-9 Request Template
Request W-9 forms from vendors for 1099 compliance.
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