Free templates

Bookkeeping templates

Working documents you can use today: as CSV, so they open in Excel, Numbers or Google Sheets. No form, no email, no account.

  • Chart of accounts

    Imports into Comma

    A starting chart for a Canadian small company: banded by account type, with gaps left for insertion, and the sales-tax and payroll liability accounts already separated.

  • The close as a dependency chain rather than a to-do list: fifteen steps in the order that avoids doing the reconciliations twice.

  • Statement balance to ledger balance with every difference named, plus an aged section for the reconciling items that have stopped being timing differences.

  • Tie the tax collected and input tax credits in your ledger to what you are about to file, with the checks that catch the usual errors first.

  • Each payroll liability account, its movement, and what its balance should be: the fastest place to find a missed remittance or a misposted pay run.

  • Everything a successor needs on day one: access, registrations, filing frequencies, judgements and contacts. The document that almost never gets written.