Accounts Manager Templates

Accounts Manager Templates

There is a huge number of templates that someone in the Accounts 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 Accounts 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. Cash Flow Statement
4. Profit and Loss Statement
5. Balance Sheet
6. Accounts Payable Aging Report
7. Accounts Receivable Aging Report
8. Expense Reimbursement Form
9. Sales Forecast Spreadsheet
10. Financial Analysis Report

Reports

Reports are often prepared by a Accounts 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. Sales Report
7. Expense Report
8. Budget Variance Report
9. Financial Ratios Report
10. Tax Compliance 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 Accounts Manager does and how they do it.

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

Presentations

Accounts 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. Investment Portfolio Review
4. Client Account Management
5. Market Trends and Analysis

Legal Docs

There are several key times when a Accounts 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Loan Agreement Template
4. Purchase Agreement Template
5. Client Service Agreement Template

Health & Safety Templates

Health & Safety templates for a Accounts 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 Attendance Template
5. Workplace Inspection Checklist Template

Calendars

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

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

Invoice Templates

Several types of Accounts Manager 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. Service Invoice
4. Expense Invoice
5. Credit Memo

Survey Templates

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

1. Customer Satisfaction Survey
2. Employee Engagement Survey
3. Market Research Survey
4. Financial Services Usage Survey
5. Risk Assessment Survey

Meeting Agendas

Having premade Accounts 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 Budget Review Meeting
2. Sales Performance Meeting
3. Financial Forecasting Meeting
4. Accounts Receivable Meeting
5. Expense Analysis Meeting

Budget Templates

To manage finances well, a Accounts 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 Accounts 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. Accounts Receivable Dashboard
5. Accounts Payable Dashboard

Proposal Templates

For bidding or requesting work, a Accounts 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 Budget Proposal
2. Investment Strategy Proposal
3. Financial Analysis Proposal
4. Risk Management Proposal
5. Client Portfolio 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 Accounts Manager 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.