---
title: "Free Small Business Tools, Checklists & Templates"
description: "Free checklists and spreadsheets for small business owners: year-end close and 1099 tracker, job costing and pricing sheet, automation audit scorecard,..."
url: https://pinstripeservices.com/free-tools
updated: 2026-09-28
publisher: Pinstripe Business Services LLC
---

# Free Tools for Small Business Owners

Practical checklists and spreadsheets for the numbers and back office of a small business, built to run on your own. Every one downloads directly, with no email required. The spreadsheets open in Excel, Google Sheets, or Numbers.

## [Year-End Close & 1099 Kit](https://pinstripeservices.com/year-end-close-checklist)

A November-to-January close timeline, the 1099 rules in plain English, and a vendor tracker that flags who needs a form.

[Download the PDF](https://pinstripeservices.com/downloads/year-end-close-and-1099-checklist.pdf) [Download the spreadsheet (.xlsx)](https://pinstripeservices.com/downloads/1099-vendor-tracker.xlsx)

[What is inside and how to use it](https://pinstripeservices.com/year-end-close-checklist)

## [Job Costing & Pricing Sheet](https://pinstripeservices.com/service-pricing-calculator)

Work out your true cost per billable hour, your break-even rate, and the price that hits your target margin, then quote a job from it.

[Download the spreadsheet (.xlsx)](https://pinstripeservices.com/downloads/job-costing-and-pricing-sheet.xlsx) [Download the PDF](https://pinstripeservices.com/downloads/job-costing-and-pricing-worksheet.pdf)

[What is inside and how to use it](https://pinstripeservices.com/service-pricing-calculator)

## [Automation Audit Scorecard](https://pinstripeservices.com/automation-audit-scorecard)

Score your recurring tasks by cost, readiness, and effort to see what to automate first and what to standardize before automating.

[Download the spreadsheet (.xlsx)](https://pinstripeservices.com/downloads/automation-audit-scorecard.xlsx) [Download the PDF](https://pinstripeservices.com/downloads/automation-audit-scorecard.pdf)

[What is inside and how to use it](https://pinstripeservices.com/automation-audit-scorecard)

## [Monthly Bookkeeping Checklist](https://pinstripeservices.com/monthly-bookkeeping-checklist)

The month-end close in the order we run it in QuickBooks Online, as an interactive checklist and a printable PDF.

[Download the PDF](https://pinstripeservices.com/downloads/monthly-bookkeeping-checklist.pdf)

[What is inside and how to use it](https://pinstripeservices.com/monthly-bookkeeping-checklist)

## Mid-Year Q3 Planning Checklist

A one-page review of cash, pricing, and operations to run before the second half of the year.

[Download the PDF](https://pinstripeservices.com/downloads/mid-year-q3-planning-checklist.pdf)

## Looking for guides instead?

The Learning Center has plain-English guides on bookkeeping, operations, automation, and websites, plus our latest articles.

[Browse the Learning Center](https://pinstripeservices.com/learn)

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Source: https://pinstripeservices.com/free-tools. Contact: https://pinstripeservices.com/contact