Financial Record Storage Chart

Entrepreneur.com – Use this checklist to ensure that you’re saving the right financial records for tax purposes and keeping them for an appropriate amount of time. Download – http://www.entrepreneur.com/sbe/checklist/index.html

Petty Cash Journal – Microsoft Word Template

Use this to track your petty cash vouchers using the Petty Cash Journal. Keep it updated to track the petty cash flow and to keep a running balance of petty cash.

Petty Cash Vouchers – Microsoft Word Template

Use this to keep your petty cash in order with this form. Give it to employees to use when requesting and receiving approval of the use of petty cash, and to keep a record of petty cash disbursements.

Homebased Business Startup Checklist

Entrepreneur.com – Use this checklist to make sure that you cover all your steps when starting a homebased business. Download – http://www.entrepreneur.com/sbe/checklist/index.html

Income Statement – 12 Month – Microsoft Excel Template

Use this interactive spreadsheet to accumulate and total income statement items for 12 months to give you an annual report on your business’s income.

General Journal – Microsoft Word Template

Use this form to record monthly transactions for a variety of accounts.