If you're like me, you tried every financial accounting service available for your freelance business. Unfortunately, everything out there is designed for complex, large-scale businesses. There were no straightforward options for brand new freelancers like me. Instead of throwing up my hands and giving in, I created my own turn-key financial solution!
While I'm a new full-time freelance writer, I managed a six-figure organizational budget for over 15 years. Developing detailed spreadsheets with complex formulas to track and report financial details is right in my wheelhouse. I developed this template for my own business and still use it daily. The clear statements make my CPA very happy.
The Freelance Financial Template is everything a new and growing small business filing taxes as an S-Corp needs.
- Journal Entries: Capture and assign every transaction in one convenient place.
- Profit and Loss Statement: Automatically generate a P&L statement that matches IRS Form 1120S, just by recording transactions in the Journal.
- Balance Sheet: Enter a few basic details to round out information generated from the Profit and Loss Statement and Journal.
The Freelance Financial Template includes multiple formulas and references to take all the guesswork out of your financial tracking. Record information about your business in the Business Information sheet, and the template automatically applies the details throughout the template.
Available for both Microsoft Excel and Apple Numbers, the Freelance Financial Template is ready to use out the gate. Take the stress out of financial tracking and purchase the Freelance Financial Template today!
Note: I am not an accountant, and this template is not considered financial or tax advice. Additionally, this template does not fill out any tax forms on your behalf.
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Note: This template is not considered financial or tax advice. Additionally, this template does not fill out any tax forms on your behalf. For financial advice, please seek a qualified professional.
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