Free Restaurant Bookkeeping Templates
Easily track and share your restaurant’s financial position
- Understand your assets, liabilities, and equity
- Monitor cash, inventory, equipment, debt, and owner’s stake
- Gain insights into your restaurant’s financial stability
Understand your assets, liabilities, and equity
[Template] Restaurant Balance Sheet.xlsx
How to use your free restaurant bookkeeping templates
- Download the file in Excel or make a copy in Google Sheets.
- Enter your data into the categories like cash, inventory, accounts payable, etc.
- The template will automatically calculate your total assets, liabilities, and equity.
- If they are not equal, double-check your data entry.
- Update the template regularly to track changes.
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What’s included in the restaurant bookkeeping template?
The balance sheet includes pre-built sections for current assets, fixed assets, current liabilities, long-term liabilities, and equity. There is also space to add more rows to fit your needs. The sheet will automatically calculate your totals for easy review and sharing.
How often should you update your financial statements?
Update this template monthly and discuss concerns with your management team. Review it annually to flag overall trends.
“It is SO easy to use. It is intimidating at first familiarizing yourself with the platform but after a few minutes it feels so natural using it. I used to do all of my scheduling on an excel spreadsheet. It would take two or three times as long as it takes me now on 7shifts.”
Eddie Cuellar
Restaurant owner, Tower Burger
“I was originally drawn to 7shifts because of their simple and easy interface for scheduling, but when I found out they also did payroll, it was a no-brainer. My employees onboarded via the 7shifts mobile app in 10 minutes and I'm already saving hours of time when it comes to processing payroll. Total game changer.”
Fahad Hanif
Owner/Operator, Halal Guys
“If you're a restaurant professional, this is a mandate. If this is a hobby for you, by all means, use something else. Use Excel, use post-it notes if you write it down. But if you're a professional and this is your career and your actual goal is to earn profit for your business, then there's no viable solution or anything that would make sense other than this. There just isn't.”
Mike Bausch
Owner, Andolini's
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