Accounts Staff Templates

Accounts Staff Templates

There is a huge number of templates that someone in the Accounts Staff 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 Staff. 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. Income Statement
5. Balance Sheet
6. Accounts Payable Aging Report
7. Accounts Receivable Aging Report
8. Expense Reimbursement Form
9. Purchase Order Template
10. Sales Invoice Template

Reports

Reports are often prepared by a Accounts Staff 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 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 Staff does and how they do it.

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

Presentations

Accounts Staff 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. Client Portfolio Review
4. Investment Opportunities Assessment
5. Risk Management and Compliance Update

Legal Docs

There are several key times when a Accounts Staff 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. Financial Statement Template

Health & Safety Templates

Health & Safety templates for a Accounts Staff 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. Fire Safety Checklist Template
4. First Aid Kit Inspection Template
5. Ergonomics Assessment Template

Calendars

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

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

Invoice Templates

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

1. Sales Invoice: This invoice is used to bill customers for products or services sold by the company.
2. Purchase Invoice: This invoice is used to record purchases made by the company from suppliers or vendors.
3. Credit Note: This invoice is used to issue a credit to a customer for returned goods or services not provided.
4. Debit Note: This invoice is used to charge a customer for additional goods or services provided after the initial invoice was issued.
5. Proforma Invoice: This invoice is used to provide a customer with an estimated cost for goods or services before they are provided

Survey Templates

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

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

Meeting Agendas

Having premade Accounts Staff 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. Financial Performance Analysis Meeting
3. Accounts Receivable Meeting
4. Accounts Payable Meeting
5. Financial Forecasting Meeting

Budget Templates

To manage finances well, a Accounts Staff 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 Staff to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Financial Performance Dashboard
2. Accounts Receivable Dashboard
3. Accounts Payable Dashboard
4. Cash Flow Dashboard
5. Budget vs Actuals Dashboard

Proposal Templates

For bidding or requesting work, a Accounts Staff 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. Expense Reduction Proposal
3. Investment Strategy Proposal
4. Financial Analysis Proposal
5. Risk Management 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 Staff 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.