GEt organized

Contractor Wise wants to help you keep your small business finances organized with ready-to-use Excel templates.  Access free templates right from your Excel platform in your Microsoft Suite of Office tools to track expenses, budgets, and more.

Professional Invoices made easy!

An invoice template helps to maintain accurate and timely billing. Invoice timing is critical to your business’s cash flow. Having an easy-to-use template helps to streamline billing processes by automating calculations and ensuring a professional appearance. Timely invoicing accelerates and helps track customer payments.

Key Features:

  • Company logo, contact information, and details.

  • Invoice number and date.

  • Item descriptions, quantities, unit prices, and totals.

  • Payment terms and methods.

  • Automatic tax calculations.

  • Grand total calculations.

  • Due date.

Download: Simple Invoice Template

Expense Report Tracker Template

Track and organize expenses for better financial management.

Key Components:

  • Date and description fields.

  • Category classification (e.g., utilities, marketing, salaries).

  • Payment method.

  • Receipt tracking.

  • Tax-deductible flags.

  • Reimbursement status.

  • Summary dashboard for total and categorized expenses.

Download:  Expense Report

Your Budgeting process is not just something you do once per year.  It is about building a tool that you use all year long, on a monthly, weekly even daily basis to make sure your business is solvent.  Building a realistic budget gives you guidelines and goals that drive your revenue and keep expenditures in check.

Download:  Business Budget Template