DIY Tools for Bookkeepers & Small Business
Ready-to-use Excel and Google Sheets templates built by a senior bookkeeper. Canadian HST/GST per province included. Delivered by email within 24 hours of purchase.
Small Business Expense Tracker
A simple, one-page expense tracker to get you started. Track dates, vendors, categories, and amounts. The paid toolkit adds HST/GST per province, mileage log, receipt tracker & monthly dashboard.
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Go Fig Cash Book & Year-End Kit
Complete DIY bookkeeping system with visual dashboard, income & expense trackers, bank account summary, HST/GST quarterly tracker, auto-generated P&L and Balance Sheet, and bank reconciliation worksheet. Ready for your accountant.
Visual Dashboard
KPI cards, charts & graphs
Income & Expense Trackers
Monthly breakdown by category
Bank Account Summary
Track multiple accounts
HST/GST Tracker
Quarterly filing ready
Auto P&L + Balance Sheet
Ready for your accountant
Bank Reconciliation
Match books to statements
All Templates
Small Business Budget Template
$29Fully automated budget planner with 12-month projections, variance tracking vs actuals, and visual dashboards.
Excel + Google Sheets
Expense Tracking Toolkit (CA + US)
$19Categorized expense tracker with HST/GST per province, mileage log, receipt tracker, and monthly spend summary. Canadian & US friendly.
Excel + Google Sheets
Cash Flow Forecast Template
$3913-week rolling cash flow forecast with incoming/outgoing projections, buffer alerts, and minimum balance warnings.
Excel + Google SheetsAirbnb Break-Even & ROI Analyzer
$39Full short-term rental financial model: nightly rate × occupancy by month, all platform fees, cleaning, mortgage, insurance, maintenance. Break-even nights, seasonal profit by month, cash-on-cash ROI. Works worldwide in any currency.
Excel + Google Sheets
Monthly Bookkeeping Checklist
$9Comprehensive month-end and quarterly close checklists for bookkeepers and small business owners using QBO or spreadsheets.
Excel + Google SheetsJob Costing & Project Tracker
$29Track labour, materials, and overhead per project. Auto-calculates profit per job — perfect for contractors and construction businesses.
Excel + Google SheetsT5018 Subcontractor Tracker
$19Track payments to subcontractors all year, then auto-generate the T5018 summary for CRA filing. Construction essentials.
Excel + Google SheetsPayroll Timesheet & Calculator
$24Employee timesheet with regular, overtime, and stat holiday hours. Auto-calculates gross pay, CPP, EI, and income tax deductions.
Excel + Google SheetsAccounts Receivable Aging
$15Track who owes you money, how long invoices have been outstanding, and projected cash from collections.
Excel + Google SheetsMonthly KPI Dashboard
$19Visual dashboard tracking revenue, expenses, profit margin, cash balance, and key ratios month-over-month.
Excel + Google SheetsWant the Complete Library?
Get all 11 paid templates plus the free expense tracker for one low price. Includes the full Cash Book system, job costing, payroll, and more.
How Template Orders Work
Request Your Order
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Pay via QuickBooks
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Receive Your Template
After payment, we email your template files (Excel + Google Sheets) within 24 hours.
All template orders are processed as "Digital Product — To Be Processed" in QuickBooks for easy tracking.
QuickBooks Invoice
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Email Order
Digital Product
Tracked as "To Be Processed" in QBO
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