The short answer: use a template for each piece of paperwork you repeat: an invoice when you bill, an estimate before the job and a receipt after payment.
- Selling: invoice template (PDF, Word and Google Docs), estimate template and purchase order template.
- Reporting: profit and loss statement, cash flow statement example and the business budget template.
- Starting and staffing: business plan template, job description template and a sign in sheet.
Our picks for business templates
Spreadsheets
Business Income & Expense Tracker
Log sales, expenses and business miles - see your monthly profit, category totals for tax time and how much to set aside.
$7.99Buy
Templates
- Business plan template Start hereA free printable business plan template with a one-page lean plan, a traditional plan worksheet, startup costs and a 12-month fore…
- Business budget templateHow to build a small business budget template: income forecasts, fixed and variable costs, a tax set-aside, a worked example and a…
- Estimate templateA free printable estimate template with 12 line items, discount, tax and deposit lines, customer sign-off and an estimate log, plu…
- Job description templateA free job description template for small businesses, with sections for duties, qualifications, pay range and FLSA status, plus a …
- Purchase order templateA free printable purchase order template with 12 item lines and a PO log, plus how to fill out a PO, a worked example and PO vs. i…
- Receipt templateA free printable receipt template with sales, rent and cash receipts, plus how to fill one out, a worked example and how long to k…
- Rent roll templateWhat a rent roll is, the columns a rent roll template needs, a worked example, how lease-end alerts help small landlords and how i…
Guides
- Expense report template for small businessAn expense report template for small business: copy the layout, see a filled sample, the categories and receipts to attach, and ho…
Ideas and how-tos
- Cash flow statement exampleA cash flow statement example for a small business, quarter by quarter, plus a personal one and a free template for Excel, Google …
- Free invoice templateFree invoice template you can print or edit: a 3-page PDF (invoice, hourly service invoice, invoice log) plus a Word file that ope…
- Profit and loss statement templateFree profit and loss statement template for small businesses and side hustles: revenue, cost of goods, expenses, net profit and a …
- Sign in sheetFree sign in sheet template PDF: a general sign in sheet, visitor log, class attendance sheet and event sign in, with tips on what…
How to use this page
All templates are free printables. For the wider topic (loans, taxes, ideas) go to small business.