DIY Bookkeeping

Excel bookkeeping templates for Canadian small business.

Ready-to-use spreadsheets for owners who want to keep their own books day to day, then hand a clean file to their accountant — or to us — at year-end.

What these are

Spreadsheets built for Canadian bookkeeping.

Fluent Books Excel templates are ready-to-use spreadsheets built specifically for Canadian small business bookkeeping — income and expense tracking, GST and PST friendly categories, and formulas that do the math for you. No software to install and no subscription: download from Etsy, open the file, and start tracking the same day.

  • Ready-to-use Excel spreadsheet, no software to install
  • Income and expense categories built for Canadian small business
  • Built-in formulas — totals and summaries calculate automatically
  • One-time purchase, instant digital download on Etsy

Excel Templates

Shop on EtsyBook a Free Call
DIY vs done-for-you

Know when to make the switch.

DIY with templates

  • You enter every transaction yourself, every month
  • Reconciliation, GST, and PST filing are on you
  • Works well while transaction volume stays low
  • No second set of eyes on the numbers

Fluent Books bookkeeping

  • We reconcile and categorise every transaction for you
  • GST and PST filing handled and tracked to deadline
  • Scales with you as transaction volume grows
  • A CPB-designated professional reviews your books

Outgrown the DIY route? When reconciliations start eating your weekends, monthly bookkeeping takes it off your plate for a fixed monthly fee. See pricing or book a free call to talk through what fits your business.

Common questions

Templates FAQ

Each template is a ready to use Excel spreadsheet built for Canadian small business bookkeeping, with income and expense tracking, GST and PST friendly categories, and built in formulas that calculate totals automatically. Templates are sold individually on our Etsy shop, FluentBook, and downloaded instantly after purchase.
The templates are built as Excel spreadsheet files and open directly in Microsoft Excel. Most also open in Google Sheets and other spreadsheet software that supports the xlsx file format, though formulas and formatting display best in Excel.
Yes. Each template is a single one time purchase on Etsy with instant digital download, not a subscription. There is no recurring fee and no software to install, just the spreadsheet file delivered to your Etsy downloads.
Yes. Many owners start with a template to track their own books, then move to Fluent Books monthly bookkeeping once transactions grow or tax season gets complicated. Book a free call any time and we will review what you have and recommend the right next step.

Not ready to DIY it?

Book a free 30-minute call and we will tell you honestly whether a template or full-service bookkeeping fits your business right now.

Book a Free Call Shop on Etsy