Review criteria
- +Unbilled work-in-progress per client
- +Hours and rate to billable value
- +Invoiced vs. WIP and realization view
- +Works in Google Sheets and Excel
WIP & Billing Tracker in Accounting Firm
The WIP & Billing Tracker is a copy-ready spreadsheet for accounting firm that tracks clients, hours, rate, unbilled wip, invoiced. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “WIP & Billing Tracker”
Tabs: How to use · Engagements · Firm viewFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 9
Columns (grey = calculated for you)
- Client
- Engagement
- Hours to date
- Standard rate
- Billed to date
- Written off
- WIP at standard
- Unbilled WIP
- Realization
- Open the Engagements tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Pull hours to date from your time system and enter what you've billed and written off per engagement.
- Unbilled WIP goes amber above $2,000 and Realization amber below 85%. Those are the engagements to bill or review first.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
WIP & Billing Tracker
About this template
It is built for people who want results without another subscription: firms tracking unbilled time before invoicing. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing WIP & Billing Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Firms tracking unbilled time before invoicing
- +Anyone watching realization on engagements
Pause before choosing when
- -Automatic timesheet imports
- -Integrated invoicing and payment
About Accounting Firm
Why people consider this option
- +Track client work, deadlines, and billing without paid practice software
- +Never miss a filing deadline across clients
- +See unbilled work in progress at a glance
What to review before acting
- -No document portal or e-signature built in
- -Growing firms eventually need workflow software
Trust FAQ
Questions people ask before copying a template
Does the WIP & Billing Tracker work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the WIP & Billing Tracker really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the WIP & Billing Tracker track?
It tracks clients, hours, rate, unbilled wip, invoiced. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.