Looking for Accounting Practice Manager Templates to download? See the main templates that a Accounting Practice Manager would use in their day-to-day work.
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Accounting Practice Manager Templates
Contents
Accounting Practice Manager Templates
There is a huge number of templates that someone in the Accounting Practice Manager 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 Accounting Practice Manager. 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 Report
2. Budget Spreadsheet
3. Profit and Loss Statement
4. Cash Flow Projection
5. Balance Sheet
6. Accounts Payable Aging Report
7. Accounts Receivable Aging Report
8. Payroll Spreadsheet
9. Tax Return Template
10. Client Invoice Template
Reports
Reports are often prepared by a Accounting Practice Manager 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. General Ledger Report
7. Trial Balance Report
8. Budget Variance Report
9. Sales Analysis Report
10. Expense Analysis 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 Accounting Practice Manager does and how they do it.
1. Client Onboarding SOP
2. Accounts Payable SOP
3. Accounts Receivable SOP
4. Financial Reporting SOP
5. Payroll Processing SOP
6. Tax Preparation SOP
7. Budgeting and Forecasting SOP
8. Month-end Closing SOP
9. Internal Controls SOP
10. Audit Preparation SOP
Presentations
Accounting Practice Manager 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 Review
2. Budget Analysis and Forecasting
3. Client Revenue and Expense Analysis
4. Tax Planning and Compliance
5. Audit and Internal Controls Review
Legal Docs
There are several key times when a Accounting Practice Manager 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. Engagement Letter Template
2. Non-Disclosure Agreement Template
3. Employment Agreement Template
4. Client Contract Template
5. Invoice Template
Health & Safety Templates
Health & Safety templates for a Accounting Practice Manager 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 Accounting Practice Manager calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Financial Reporting Calendar
2. Payroll Processing Calendar
3. Tax Filing Calendar
4. Accounts Receivable and Accounts Payable Calendar
5. Budgeting and Forecasting Calendar
Invoice Templates
Several types of Accounting Practice Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Billing Invoice – This invoice is used to bill clients for monthly accounting services provided by the accounting practice. It includes a breakdown of services rendered and the corresponding fees.
2. Accounts Receivable Invoice – This invoice is used to bill clients for outstanding balances on their accounts. It includes a summary of the outstanding balance, payment terms, and any late fees or interest charges.
3. Expense Reimbursement Invoice – This invoice is used to bill clients for expenses incurred on their behalf, such as travel expenses or office supplies. It includes a detailed breakdown of the expenses and any supporting documentation.
4. Consulting Services Invoice – This invoice is used to bill clients for consulting services provided by the accounting practice. It includes a description of the services provided and the corresponding fees.
5. Tax Preparation Invoice – This invoice is used to bill clients for tax preparation services provided by the accounting practice. It includes a breakdown of the services provided and the corresponding fees, as well as any applicable tax filing deadlines
Survey Templates
For a Accounting Practice Manager to get insights related to the work they do, they need to send out Accounting Practice Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Employee Engagement Survey
3. Financial Performance Survey
4. Training Needs Assessment Survey
5. Market Research Survey
Meeting Agendas
Having premade Accounting Practice Manager 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. Staff Performance Evaluation Meeting
3. Budget Planning Meeting
4. Client Relationship Management Meeting
5. Team Training and Development Meeting
Budget Templates
To manage finances well, a Accounting Practice Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Budget Template
2. Income Projection Budget Template
3. Cash Flow Budget Template
4. Departmental Budget Template
5. Annual Budget Template
Dashboards
Dashboards are a useful way for a Accounting Practice Manager 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. Client Revenue Dashboard
5. Expense Analysis Dashboard
Proposal Templates
For bidding or requesting work, a Accounting Practice Manager 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. Business Advisory and Consulting Proposal
Get Your Template Made
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