I created this resource page for my clients who may need a template or help organizing their activity in a simple spreadsheet that can be filled out and sent to me. Please download from below and upload to my portal when needed.

Income + Expense Tracker

Use this for when you don’t use an accounting software and need to provide me with a summary of all income and expense activity for the year. It includes typical expenses for businesses.

Home Office Deduction

Use this if you use part of your personal home exclusively as an office for your business.

Monthly Inc + Exp Tracker

Same thing as the Income + Expense tracker except broken down by month. This is great if you want that detail, however I only need total annual amounts.

Rental Activity Spreadsheet

Use this if you have property you rent out and includes all typical rental expenses for the year.