Hi, I'm Crissi — a certified bookkeeper, S-corp owner, and the person behind Z & D Bookkeeping Inc.
I've spent years cleaning up small-business books, running payroll, and helping clients get ready for tax season. Along the way, I built the same handful of spreadsheets over and over — because the off-the-shelf templates out there were either too generic, too pretty without being functional, or designed by people who'd never actually had to file a 1099-NEC on a deadline.
The templates in this shop are the actual working files I use with my own clients. Cleaned up, color-coded, and packaged so that a small business owner, freelancer, or sole proprietor can open one up and just go — without needing to be a numbers person.
A few things to know about what's in this shop:
→ Every template is built in Excel and works on Windows and Mac.
→ Each one is designed for someone who isn't an accountant — clear instructions, color-coded inputs, automatic calculations.
→ I'm a QBO ProAdvisor and Payroll Pro Certified, so the tax-related templates (1099 tracking, payroll, expense categorization) reflect how this stuff is actually filed — not how a generic template assumes it works.
→ If you have a question about whether a template fits your situation, message me. I'm a real person and I'll tell you honestly — even if the answer is "this isn't the right one for you."
Thanks for being here. Running a small business is hard enough; the books shouldn't be the part that breaks you.
— Crissi
Z & D Bookkeeping Inc
