QuickBooks chart-of-accounts packs, bookkeeping spreadsheets, and educational books. Compare the purpose, file format, price, and availability before choosing a product.
Most small businesses do their own books at least at the start, and most of them start from a blank QuickBooks file or a spreadsheet they cobbled together. That is where the trouble begins. A generic chart of accounts hides the numbers that matter to your industry, and a homemade tracker forgets the category you needed until April. The result is books that technically balance but do not tell you anything, and a tax preparer who spends billable hours cleaning them up.
These templates are the alternative. They are the same account structures and workbooks we would want a client to bring us — built by a licensed CPA firm around how each industry actually reports, and packaged so you can use them yourself today. A contractor gets job-costing. A restaurant gets prime cost. A landlord gets a structure that maps to Schedule E. A freelancer gets income, expenses, quarterly taxes, and mileage in one place.
Available products are one-time digital purchases through Gumroad. Review each product page for its included files, requirements, and terms. Products marked Available soon are not open for purchase.
Industry-specific account structures supplied as an import CSV with a QuickBooks Online setup guide. Review and adapt the accounts for your business before importing.
For construction & trade contractors
A job-costing account structure, ready to import into QuickBooks Online.
QuickBooks Online import CSV + setup guide (PDF)
$49 · View product →
For owner-operators & small fleets
An owner-operator account structure with IFTA and cost-per-mile in mind.
QuickBooks Online import CSV + setup guide (PDF)
$49 · View product →
For restaurants & food service
Food-cost and prime-cost structure, ready to import into QuickBooks Online.
QuickBooks Online import CSV + setup guide (PDF)
$49 · View product →
For salons, spas & barbershops
Booth-rent and commission structure, ready to import into QuickBooks Online.
QuickBooks Online import CSV + setup guide (PDF)
$49 · View product →
For medical & dental practices
A 120-account practice structure, ready to import into QuickBooks Online.
QuickBooks Online import CSV + setup guide (PDF)
$59 · View product →
For Amazon, Shopify & Etsy sellers
A multi-channel seller structure, ready to import into QuickBooks Online.
QuickBooks Online import CSV + setup guide (PDF)
$49 · View product →
For attorneys & small law firms
An attorney account structure with IOLTA trust accounting, ready to import.
QuickBooks Online import CSV + setup guide (PDF)
$59 · View product →
For nonprofits & small organizations
Fund-accounting structure with donor restrictions and functional expenses.
QuickBooks Online import CSV + setup guide (PDF)
$59 · View product →
For landlords & real estate investors
A landlord account structure built around how Schedule E reports.
QuickBooks Online import CSV + setup guide (PDF)
$49 · View product →
Excel workbooks for the recurring jobs every small business faces — deductions, 1099s, rentals, cash flow, quarterly taxes, and more.
For small businesses that pay contractors
Track contractor payments and W-9s so January takes an afternoon.
Excel workbook (.xlsx) + quick-start guide (PDF)
$39 · View product →
For new LLC owners
Turn the messy first year of an LLC into a clear, step-by-step system.
Excel workbook (.xlsx) + quick-start guide (PDF)
$49 · View product →
For S-corp owner-employees
Organize the documentation behind an S-corp owner salary.
Excel workbook (.xlsx) + Word templates + quick-start guide (PDF)
$59 · View product →
For small businesses & the self-employed
Track expenses by write-off category all year, not in April.
Excel workbook (.xlsx) + quick-start guide (PDF)
$39 · View product →
For nonprofits & churches
Track donations and mail-merge every year-end giving statement in one sitting.
Excel workbook (.xlsx) + Word templates + quick-start guide (PDF)
$39 · View product →
For small business owners
Budget vs. actual plus a 13-week cash-flow forecast in one workbook.
Excel workbook (.xlsx) + quick-start guide (PDF)
$49 · View product →
For businesses behind on their books
A month-by-month order of operations to bring your books current.
Excel workbook (.xlsx) + quick-start guide (PDF)
$49 · View product →
For freelancers & the self-employed
Income, expenses, quarterly taxes, and mileage in one workbook.
Excel workbook (.xlsx) + quick-start guide (PDF)
$39 · View product →
For Etsy & handmade sellers
Fees, COGS, sales tax, and a tax-prep dashboard for Etsy sellers.
Excel workbook (.xlsx) + quick-start guide (PDF)
$39 · View product →
For landlords
A landlord bookkeeping system that hands off cleanly at tax time.
Excel workbook (.xlsx) + quick-start guide (PDF)
$39 · View product →
For short-term rental hosts
An STR bookkeeping system built to hand off cleanly at tax time.
Excel workbook (.xlsx) + quick-start guide (PDF)
$39 · View product →
For small businesses & freelancers
See who owes you, how much, and how overdue — at a glance.
Excel workbook (.xlsx) + quick-start guide (PDF)
Available soon · View details →
CPA-written guides where every figure carries the address it came from and the date it was checked — shipped with a full sources and verification log.
A template sold by a spreadsheet marketer is built to look good in a listing. A template built by a licensed CPA firm is built around the return. That difference is invisible in a screenshot and obvious the first time you reconcile: the accounts are grouped the way your industry reports, the categories match the tax form, and the structure holds up when the numbers get real.
Every product here was designed by the same CPA at a licensed New Jersey CPA firm who does bookkeeping and tax work for a living. We built each one the way we would want a client's records to arrive — clean, in the right shape, and ready to hand off. That is the whole idea.
These are do-it-yourself tools and educational templates. They organize information and give you a professional starting structure. They are not tax, accounting, or legal advice, they are not personalized to your situation, and buying one does not create a CPA-client, engagement, or advisory relationship with ProAxis or any licensee.
A template does not file anything for you, does not guarantee compliance with any IRS or state requirement, and does not decide the edge cases that depend on your specific facts. When a decision turns on your situation — an entity election, a reasonable-compensation figure, a tricky deduction — that is the point to bring in a professional you engage directly. The templates make that conversation shorter and cheaper; they do not replace it.
Educational template — not advice. This is a do-it-yourself template. It is general educational material, not tax, accounting, or legal advice, and is not written tax advice under Treasury Circular 230. Your purchase does not create a CPA-client, engagement, or advisory relationship. Figures reflect the law as of the date shown for the tax year noted and are not updated after purchase — verify at the primary source before acting. Consult a professional you separately engage about your specific situation. Results vary; no specific tax, refund, deduction, or compliance outcome is promised.
Refunds: Digital products are delivered instantly and are non-refundable once downloaded. We will refund or replace any file that is corrupt, materially not as described, or not delivered, within 30 days of purchase.
Purchases are governed by the Digital Product License & Terms of Sale. Sold and fulfilled by Gumroad, Inc. as merchant/seller of record. Content authored by ExpertEngine LLC d/b/a ProAxis Templates — built by the licensed CPA at ProAxis Tax & Accounting Services.
ProAxis Templates offers QuickBooks Online chart-of-accounts import packs, Excel workbooks, and educational books. Product pages list the included files and intended use. Products with an active purchase link are available as digital downloads through Gumroad; products marked Available soon cannot currently be purchased.
Products are sold and fulfilled by Gumroad, Inc. as merchant and seller of record, which also handles sales tax. The content is authored by ExpertEngine LLC d/b/a ProAxis Templates — built by the licensed CPA at ProAxis Tax & Accounting Services. You receive the download immediately after checkout.
No. They are general educational tools, not tax, accounting, or legal advice, and not written tax advice under Treasury Circular 230. Buying a template does not create a CPA-client relationship. Whether a specific treatment applies to you depends on your facts — consult a professional you separately engage. Results vary and no specific outcome is promised.
Digital products are delivered instantly and are non-refundable once downloaded. We will refund or replace any file that is corrupt, materially not as described, or not delivered, within 30 days of purchase.
Each pack includes an import CSV and setup guide for QuickBooks Online. Review the account names and types before importing, then follow the guide for your company file. Setup time depends on the file and any changes your business needs.
Yes. The bookkeeping structure and workbooks are not state-specific — they work for a business anywhere in the US. Where a template references a federal figure, it is cited and dated inside the file. State-specific tax treatment still depends on your own state, which is a question for your CPA.
Every figure is cited to a primary IRS or state source and dated inside the file for the tax year noted. Tax law changes, and files are not updated after purchase, so always confirm current figures at irs.gov before acting. Products that embed tax-year figures carry a visible tax-year note on the product page.
Schedule a free consultation with our Bergen County CPA team. Virtual-first, no pressure — just expert guidance tailored to your situation.
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