FedhaTrac Resource Hub
Tools that turn business work into clear next steps.
Explore practical templates, checklists and guides built to help you organise records, manage finances and make confident business decisions.
Find the right tool for the work in front of you.
Browse by business need, then open the resource to view its details and available files.
Bookkeeping Templates & Checklists
Free bookkeeping templates and checklists for businesses, including cashbooks, bank and M-Pesa reconciliation tools, expense trackers and practical resources for keeping accurate financial records.
Bookkeeping Templates & Checklists
01
Monthly Bookkeeping Checklist
FedhaTrac supports Kenyan businesses with outsourced bookkeeping, accounting and tax support. Use this checklist internally,...
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Bookkeeping Templates & Checklists
02
Small Business Cashbook Template
A free Excel cashbook template designed to help Kenyan SMEs record money received and paid, categorise transactions and monit...
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Bookkeeping Templates & Checklists
03
Income & Expense Tracker
A simple Excel income and expense tracker for small businesses that need an easy way to organise transactions and understand...
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Bookkeeping Templates & Checklists
04
M-Pesa Bookkeeping Template
A practical Excel M-Pesa transaction book for Kenyan businesses to record mobile-money receipts, payments, charges and transf...
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Bookkeeping Templates & Checklists
05
Bank Reconciliation Template
A practical Excel bank reconciliation template that helps Kenyan businesses compare bank statement balances against their boo...
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Bookkeeping Templates & Checklists
06
General Ledger Template
A free general ledger Excel template for recording and organising debit and credit transactions across business accounts.
Open resourceTax & Compliance Templates & Checklists
Free KRA tax and compliance resources for Kenyan businesses, including eTIMS, VAT, tax filing, tax records and other practical compliance checklists.
Tax & Compliance Templates & Checklists
01
Kenya Tax Compliance Calendar 2026/2027
A practical KRA tax compliance calendar and tracker to help Kenyan businesses organise recurring tax deadlines, filings, paym...
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Tax & Compliance Templates & Checklists
02
Payroll preparation checklist
Prepare payroll inputs, deductions, approvals, payment schedules, and statutory details before processing payroll.
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Tax & Compliance Templates & Checklists
03
VAT Records & Reconciliation Template
A practical Excel VAT workbook for recording sales and purchase VAT and reconciling supporting records before preparing a Ken...
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Tax & Compliance Templates & Checklists
04
Staff payment records template
Keep staff payment records clear with employee details, pay periods, amounts, deductions, and approval notes.
Open resourceFinancial Management Templates & Tools
Free financial management templates for Kenyan SMEs, including cash flow forecasts, budgets, financial reports and tools to help you monitor and manage business finances.
Invoicing & Payment Templates
Free invoice, payment and receivables templates for Kenyan businesses to help you bill customers, track outstanding invoices, manage debtors and monitor payments.
Invoicing & Payment Templates
01
Invoice follow-up checklist
Track issued invoices, payment dates, client follow-ups, and overdue balances without losing visibility.
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Invoicing & Payment Templates
02
Client billing preparation template
Prepare accurate invoice details before billing clients, including scope, tax details, due dates, and supporting documents.
Open resourceBusiness Management Templates & Checklists
Free practical business templates and checklists for Kenyan SMEs covering business records, suppliers, inventory, assets, expenses and day-to-day financial administration.
Business Management Templates & Checklists
01
Inventory count checklist
Use this checklist to prepare stock counts, verify quantities, record variances, and assign follow-up actions.
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Business Management Templates & Checklists
02
Stock movement tracker template
Track stock received, issued, adjusted, and remaining so your inventory records stay dependable.
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