Review criteria
- +Client list with plan and monthly fee
- +Close-status pipeline per client
- +Recurring revenue total
- +Works in Google Sheets and Excel
Bookkeeping Client Tracker in Bookkeeping Service
The Bookkeeping Client Tracker is a copy-ready spreadsheet for bookkeeping service that tracks clients, plan, close status, fees, due dates. 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 · 4 tabs · no sign-up
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What’s inside “Bookkeeping Client Tracker”
Tabs: How to use · Clients · Revenue · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 8
Columns (grey = calculated for you)
- Client
- Plan
- Monthly fee
- Close month
- Close status
- Close due
- Sales tax due
- Owner
- Open the Clients tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Each month, reset Close month and Close status; Close due turns red when a close runs late.
- Waiting on docs is the usual delay: chase those clients 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.
Bookkeeping Client Tracker
About this template
It is built for people who want results without another subscription: bookkeepers managing several client accounts. 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 Bookkeeping Client Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Bookkeepers managing several client accounts
- +Anyone tracking monthly close status
Pause before choosing when
- -Ledger and bank-feed automation
- -Client portal access
About Bookkeeping Service
Why people consider this option
- +Track client books and tasks without paid practice software
- +Standardize your monthly close across clients
- +Keep clean records you hand off at tax time
What to review before acting
- -No bank-feed or ledger automation without a tool
- -A growing book of clients needs accounting software
Trust FAQ
Questions people ask before copying a template
Does the Bookkeeping Client 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 Bookkeeping Client 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 Bookkeeping Client Tracker track?
It tracks clients, plan, close status, fees, due dates. 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.