Need tax filing help and guidance? We’ve got you covered. Click here to learn more.

Free Financial Templates for Small Business Owners

Download and customize free templates from TrulySmall and get a head start on organizing your entrepreneur finances.

budget template for small business owners
small business budget template

Benefits of using a free downloadable template

No entrepreneur started their business with a passion to do their accounting. But accounting and bookkeeping are 2 critical aspects of running any size of business! Whether you’re looking to start invoicing clients, track your expenses, learn to budget, or create financial reports—we’ve got you covered with free downloadable templates!

Here are some of the many benefits of downloading and using a free financial template for your truly small business.

Understand your finances

Our free downloadable financial templates provide an organized and easy-to-use format for tracking important financial information, such as income, expenses, and cash flow. By using these templates, small business owners can gain a better understanding of their business’s financial health, identify areas where they can cut costs or improve revenue, and make informed decisions about future investments or growth opportunities.

Easy to use

All of our free downloadable financial templates are designed to be user-friendly and professional. Whether you need to track your income and expenses, create a budget, or analyze your cash flow, our templates can help simplify the process. Plus, they are fully customizable to suit your specific business needs and branding.

Saves you time

Nobody has the time to figure out exactly what to record and track while also creating the systems they need to do it. Downloadable financial templates can save you time by making sure you’re recording exactly what matters. Never worry about what’s missing and save time on doing it all on your own.

Send your templates easily

By using one of our financial templates, it’s super easy to send the document to your team, your accountant, or whoever else needs it! Our templates come in excel, Google sheets, or PDF formats so you can choose what’s best for you and your business.

What's an invoice template?

What's a budget template?

What's a receipt template?

What are financial statement templates?

What's an Invoice template?

An invoice is what you send a client after you’ve delivered your product, but before you get paid. The invoice tells your client how much they need to pay you, and sets the payment terms they need to follow. Sellers sometimes call it a “sales invoice.”

What’s a budget template?

A budget template is a pre-built spreadsheet or document that helps individuals or businesses plan and track their finances. Our budget templates will provide you with a clear picture of your income and expenses, so you can stay organized and on track to meet your financial goals.

What's a receipt template?

Receipt templates are simple - use them to write up receipts for your clients. They’re a great way to track how much you’re making on each project, and they’ll help both you and your clients when it comes time to report income and expenses at tax time!

What are financial statements?

Financial statement templates are pre-built spreadsheets that provide overviews of a businesses financial performance and position at a given point in time, typically a quarter or year. There are three main types of financial statements: balance sheets, profit and loss statements, and cash flow statements. Using our pre-built templates will save you both time and headaches when it comes to taking your financial record keeping more seriously!


Free Templates

Cost to Create


Time is money! You’re spending time learning excel, creating a document, & researching what you need track


Time ’til use

1- 2 weeks

On average, entrepreneurs take 1-2 weeks to create financial reports and documents that work for their business

Immediately after download

Visual Quality


Professionally Designed

Accountant Approved


Instructions for Use