Keep your current system
Fix the small gaps before replacing a workflow that already works.
FREE CSV STARTER · NO SIGN-UP
Pet Sitter Bookkeeping
Spreadsheet Starter
Start with the columns that separate invoices, payments, fees, refunds, expenses, mileage and unpaid balances—without entering anything on this website.
No email, sign-up, client data or pet data required. Opens in Excel, Google Sheets or Numbers.
14starter columns
0sign-ups
1downloadable CSV
WHAT IS INSIDE
One clean row per transaction.
The starter includes fields for service date, invoice ID, service, invoiced amount, payment date, amount paid, payment fee, refund, expense, business mileage and balance due.
- Blank template—no sample customer or pet information
- CSV format with no macros, scripts or locked cells
- General operations starter, not tax or accounting advice
CSV
pet-sitter-bookkeeping-starter.csv
14 headers · blank rows · ready to import
Get the free starterTHE CHECKLIST
Can your spreadsheet answer these questions?
A “yes” means the information is connected and usable—not just stored somewhere in a tab.
- 01
Who needs attention today?
Upcoming visits, overdue invoices and incomplete records should be visible without searching multiple tabs.
- 02
How much cash was actually collected?
Booked revenue and paid revenue are different. Your tracker should keep both numbers separate.
- 03
Which invoices are still open?
Balance, due date and payment status should update from the same invoice and payment records.
- 04
How full is next week?
See booked service hours against realistic capacity before accepting more work.
- 05
Is each service priced sustainably?
Rates should account for service time, travel, admin work and the margin you need.
- 06
Which services produce the most revenue?
Compare dog walks, drop-ins, overnight care and add-ons using one consistent service list.
- 07
What did the business cost to run?
Track expenses separately from client payments so net cash is not mistaken for gross sales.
- 08
How much business mileage was recorded?
Trips should connect to dates and business purposes without mixing in private travel.
- 09
Can client and pet details stay private?
You should control the file, permissions and backups. Avoid storing lockbox or payment credentials in a general tracker.
- 10
Can one update flow through the system?
A booking should not require retyping the same client, service and price across several disconnected sheets.
YOUR NEXT STEP
Count your “no” answers.
Use a connected spreadsheet
A linked workbook can reduce duplicate entry without adding another subscription.
Rebuild the workflow first
Decide whether a structured spreadsheet or dedicated software fits your booking volume and team size.
MORE FREE BUSINESS TOOLS
Solve the next gap in your workflow.
Use the free capacity, pricing, invoice, bookkeeping and mileage tools from one practical resource library.
WHEN ONE TAB IS NOT ENOUGH
Upgrade to a connected 10-tab pet care system.
Use the free CSV to test the fields first. The paid workbook connects client, service, invoice, payment, expense and dashboard records in one system.