Paperwork, pricing and bookkeeping for small service businesses

Short answer: Trade Business Kits are ready-to-edit bundles of contracts, estimates, invoices, checklists and a bookkeeping and pricing spreadsheet for five service trades: house cleaning, junk removal, handyman, lawn care and pressure washing. Each kit is a $19.99 digital download for Word, Google Docs, Excel and Google Sheets. The free guides below walk through the paperwork, pricing and record keeping for each trade.

Updated October 2026

Which trade are you starting?

Pick your trade to read the free guide. Every guide covers the forms and contracts you'll want, how to price a job step by step, how to track money and miles, a startup checklist and common questions.

What's in every kit?

  • 11 or 12 editable documents as Word files (they also open in Google Docs) plus matching printable PDFs: a service agreement, estimate, invoice, client intake form, checklists, a damage or liability waiver, a cancellation and payment policy and a feedback form, all written for that trade.
  • A bookkeeping and pricing workbook (.xlsx) that works in both Excel and Google Sheets with no macros: a pricing calculator, income, expense and mileage logs, a client list and a monthly profit and loss dashboard.
  • Example data in the workbook, clearly labeled, so you can see how it works before you delete it and enter your own.
  • A README with editing instructions.

Who are the kits for?

People starting or tidying up a small, owner-run service business in the US: solo operators and small crews who want a matching, professional set of paperwork and a simple way to see whether they're actually making money.

They're templates, not legal advice. Laws, licensing and permit rules vary by state and city, so have a licensed attorney review the legal documents before you use them with clients.

Who makes these?

Hi, I'm Jim Bader. I'm not a lawyer, an accountant or a business coach. My background is in the furniture and delivery business, and most of what I know about the business side of things I learned through trial and error.

When you're starting out, the paperwork is easy to put off: figuring out what to charge, getting something in writing before the job, keeping receipts and miles in one place. Free templates are scattered all over the internet and rarely match each other. So I put together one organized, matching set per trade, with a spreadsheet that does the pricing and bookkeeping math for you.

These guides are what I'd want someone to hand me on day one. They stick to general information and point you to official sources for the legal and tax questions that depend on where you live.