Accounting Templates
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The Smart Excel Cleaning Business Pricing Calculator, designed by a CPA, simplifies pricing for cleaning businesses by calculating labor, supplies, tax, and profit margins. It features customizable templates for rates, a dynamic calculator, and client-ready quotes, enhancing efficiency and accuracy in pricing while boosting profitability. Instant download available on Etsy.
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The Accounting Year-End Close Checklist Excel Template aids accountants and finance professionals in efficiently managing their year-end closing process. With features like a step-by-step checklist, status tracking, task assignments, and a customizable interface, it helps streamline activities across accounting areas, ensuring timely completion and audit readiness.
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The Accounts Receivable Tracker available on Etsy is an Excel tool designed for small business owners, bookkeepers, and accountants to manage customer balances, payment terms, and invoices effectively. It features an intuitive dashboard for tracking payments and analyzing trends, helping streamline finances and save time. This is a digital product with instant download.
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The Finance Starter Kit is an all-in-one Excel template designed for small business owners and entrepreneurs, created by a certified CPA. It includes features like an interactive dashboard, auto-calculated profit and loss statements, cash flow tracking, and customizable tax rates, facilitating efficient financial management and informed decision-making.
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Streamline your accounting process with a professional Month-End Close Checklist for bookkeepers and accountants. This interactive Google Sheets tool tracks tasks, monitors team progress, and meets deadlines efficiently. Featuring an at-a-glance dashboard, team tracking, customizable workflows, and professional formatting, it’s ideal for small businesses and corporate finance teams.
Simply PMA 