Accounting templates

Browse accounting templates.

Use the examples as inspiration, reuse the prompt patterns, and pick the angle that best matches the work you need to send.

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Small Business Cashbook Ledger

accounting

Small Business Cashbook Ledger

html

A small business cashbook ledger template with inward payments, outward payments, period comparisons, and increase/decrease columns.

Built with saved.mdPrompt included

Use my accounting data to create a polished saved.md HTML financial statement based on this template.

Five-Year Balance Sheet

accounting

Five-Year Balance Sheet

html

A finance-style balance sheet template with assets, liabilities, shareholder equity, five annual columns, and a check row.

Built with saved.mdPrompt included

Use my accounting data to create a polished saved.md HTML financial statement based on this template.

Compact Profit and Loss Statement

accounting

Compact Profit and Loss Statement

html

A concise profit and loss statement template with contact header, date range, revenue, COGS, gross margin, expenses, and net income.

Built with saved.mdPrompt included

Use my accounting data to create a polished saved.md HTML financial statement based on this template.

Multi-Year Income Statement

accounting

Multi-Year Income Statement

html

A spreadsheet-style income statement template with three-year comparison columns, revenue, COGS, operating expenses, and net profit lines.

Built with saved.mdPrompt included

Use my accounting data to create a polished saved.md HTML financial statement based on this template.

Bookkeeping Dashboard Summary

accounting

Bookkeeping Dashboard Summary

html

A visual bookkeeping dashboard template with cash position, receivables, payables, monthly movement, and action notes.

Built with saved.mdPrompt included

Use my source material to create a polished saved.md HTML page based on this template.

Client Tax Prep Organizer

accounting

Client Tax Prep Organizer

html

A client-facing tax preparation organizer with document checklist, missing items, deadlines, and preparer notes.

Built with saved.mdPrompt included

Use my source material to create a polished saved.md HTML page based on this template.

Monthly Close Accounting Report

accounting

Monthly Close Accounting Report

html

A structured month-end close report template with status KPIs, reconciliation table, risk notes, and next-step ownership.

Built with saved.mdPrompt included

Use my source material to create a polished saved.md HTML page based on this template.