Resources & Tools
Download templates, calculators, and guides to streamline your bookkeeping. Plus key financial ratios to monitor your business health.
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Checklists & Guides
Printable Word documents — open in Microsoft Word or Google Docs to print or edit
Step-by-step monthly tasks to keep your books current — formatted as a printable Word document
Complete guide for filing business receipts — formatted as a printable Word document
Everything you need for tax season — formatted as a printable Word document
Professional, client-ready invoice — opens in Word with styled layout, line items table, and payment terms
Complete step-by-step checklist for launching your small business — formatted as a printable Word document
Spreadsheets & Templates
Open in Excel or Google Sheets — each includes instructions and example rows
Pre-built account structure for small businesses — includes plain-English explanations for each account
Simple spreadsheet to track business expenses — includes example rows and tips
Forecast your business cash needs for 13 weeks — includes step-by-step instructions
IRS-compliant mileage tracking with auto-calculation of your tax deduction
Key Financial Ratios
Good Range
1.5 - 3.0
What It Means
Measures ability to pay short-term debts. Higher is generally better.
Example
$30,000 assets ÷ $20,000 liabilities = 1.5
Good Range
1.0 - 1.5
What It Means
Tests liquidity without relying on inventory sales.
Example
($30,000 - $5,000) ÷ $20,000 = 1.25
Good Range
< 2.0
What It Means
Shows how much debt you have relative to equity. Lower is better.
Example
$50,000 debt ÷ $100,000 equity = 0.5
Good Range
Varies by industry
What It Means
Percentage of revenue left after direct costs.
Example
($100,000 - $60,000) ÷ $100,000 = 40%
