Accountant Templates

Accountant Templates

There is a huge number of templates that someone in the Accountant role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Accountant. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Financial Statement
2. Budget Analysis Report
3. Cash Flow Projection
4. Income Statement
5. Balance Sheet
6. General Ledger
7. Expense Report
8. Accounts Payable Aging Report
9. Accounts Receivable Aging Report
10. Tax Return

Reports

Reports are often prepared by a Accountant to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Profit and Loss Statement
2. Balance Sheet
3. Cash Flow Statement
4. Accounts Receivable Aging Report
5. Accounts Payable Aging Report
6. Budget Variance Report
7. Sales Report
8. Expense Report
9. Tax Report
10. Financial Ratios Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Accountant does and how they do it.

1. Monthly Financial Reporting SOP
2. Accounts Payable SOP
3. Accounts Receivable SOP
4. General Ledger Reconciliation SOP
5. Budgeting and Forecasting SOP
6. Cash Management SOP
7. Tax Compliance SOP
8. Financial Analysis SOP
9. Payroll Processing SOP
10. Audit Preparation SOP

Presentations

Accountant presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Financial Performance Overview
2. Budget Analysis and Forecasting
3. Investment Portfolio Review
4. Tax Planning and Compliance
5. Audit Findings and Recommendations

Legal Docs

There are several key times when a Accountant needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Financial Statement Template
2. Budget Template
3. Tax Return Template
4. Invoice Template
5. Expense Report Template

Health & Safety Templates

Health & Safety templates for a Accountant ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Emergency Evacuation Plan Template
4. Health and Safety Training Record Template
5. Workplace Inspection Checklist Template

Calendars

Setting up Accountant calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Budget Calendar
2. Payroll Calendar
3. Tax Filing Calendar
4. Accounts Receivable/Payable Calendar
5. Financial Reporting Calendar

Invoice Templates

Several types of Accountant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Sales Invoice
2. Purchase Invoice
3. Expense Invoice
4. Payroll Invoice
5. Tax Invoice

Survey Templates

For a Accountant to get insights related to the work they do, they need to send out Accountant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Monthly Financial Performance Survey
2. Client Satisfaction Survey
3. Employee Engagement Survey
4. Budgeting and Forecasting Survey
5. Risk Management Survey

Meeting Agendas

Having premade Accountant meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Financial Review Meeting
2. Budget Planning Meeting
3. Audit Preparation Meeting
4. Tax Strategy Meeting
5. Team Performance Evaluation Meeting

Budget Templates

To manage finances well, a Accountant would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income Statement Budget Template
3. Cash Flow Budget Template
4. Capital Expenditure Budget Template
5. Departmental Budget Template

Dashboards

Dashboards are a useful way for a Accountant to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Financial Performance Dashboard
2. Budget vs Actuals Dashboard
3. Cash Flow Dashboard
4. Key Performance Indicators (KPIs) Dashboard
5. Client Profitability Dashboard

Proposal Templates

For bidding or requesting work, a Accountant needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Financial Analysis Proposal
2. Budget Planning and Forecasting Proposal
3. Tax Planning and Compliance Proposal
4. Audit and Assurance Services Proposal
5. Financial Advisory and Consulting Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Accountant templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.