Free 10-file starter kit
Stop struggling with messy records, missed expenses, and confusing spreadsheets. Get practical financial tools to organize your business, track expenses, manage payroll, and make more informed financial decisions.
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What's inside your free toolkit?
10 practical files to organize your books, payroll, invoices and cash flow — every one included free.
Log every business expense in one place, with categories and payment methods from dropdowns.
See whether each month made money, from revenue down to net profit.
Estimate gross pay, payroll taxes and net pay for each pay period, and keep payroll tasks on track.
Know who owes you what, and which invoices need a follow-up.
A 12-month forecast of the money coming into and going out of your business.
A tick-box checklist to close your books and gather what your tax preparer needs.
What every receipt should show, which receipts to keep, and for how long.
Enter a few numbers each month and see the metrics that matter most.
The sales tax basics for Minnesota businesses, in plain language.
Twelve steps to set up QuickBooks Online the right way.
Why it helps
Keep income, expenses, invoices, and important financial records in one organized system.
Use financial tracking tools to better understand revenue, expenses, and profitability.
Maintain organized records that can make tax preparation more manageable.
Use a payroll calculator and checklist to organize payroll information.
Track money coming into and going out of your business, month by month.
Reduce repetitive manual tracking with reusable templates that calculate for you.
How it works
Complete the short signup form — it takes less than a minute.
Receive an email with your free toolkit download link.
Download the templates and start using them for your business.
SteadyBooks services
Managing business finances takes time. SteadyBooks helps small business owners stay organized and spend more time focusing on their businesses.
Accurate, up-to-date books every month, so you always know where your business stands.
We work alongside your payroll provider to keep payroll organized and recorded correctly.
Practical help with the everyday financial tasks that keep a business running smoothly.
Trust
Support shaped around your business, not a one-size-fits-all package.
The same careful steps every month, so nothing slips through the cracks.
Plain-language answers about your numbers, without the jargon.
Reports you can actually read and use to make decisions.
Work with us by phone and email from anywhere — we're based in Minneapolis, Minnesota.
We treat your financial records as confidential and only ask for what we need.
FAQ
Yes. All 10 files are free. There's no payment, no credit card, and no trial.
6 Excel templates and 4 PDF checklists and guides: Business Expense Tracker, Monthly Profit & Loss Template, Payroll Calculator & Checklist, Invoice & Payment Tracker, Cash Flow Template, Year-End Bookkeeping Checklist, Business Receipt Checklist, Small Business KPI Dashboard, Minnesota Sales Tax Guide, QuickBooks Online Setup Guide.
No. The spreadsheets work in Microsoft Excel and also open in Google Sheets and other spreadsheet apps (a few features may look slightly different). The PDFs open in any PDF reader. The QuickBooks guide is only useful if you use QuickBooks Online.
After you sign up, we email you a link to download the toolkit. If we ask you to confirm your email address first, the toolkit arrives as soon as you click the confirmation link. Your thank-you page also has direct download links.
Absolutely. The templates are designed for small businesses of any size, including startups, freelancers, and independent contractors.
Yes. SteadyBooks offers monthly bookkeeping, as well as clean-up and catch-up for books that have fallen behind.
Yes. SteadyBooks offers payroll coordination — working with your payroll provider to keep payroll records organized and reconciled with your books. Contact us to talk through what your business needs.
Yes. Book a free consultation online or call (612) 293-0129.
Only if you tick the box to receive tips when you sign up. Either way, we'll send the email with your toolkit.
Every marketing email has an unsubscribe link at the bottom. You can also email contact@steadybooks.org and we'll remove you.
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