Freelance Accountant Templates

Looking for Freelance Accountant Templates to download? See the main templates that a Freelance Accountant would use in their day-to-day work.

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Freelance Accountant Templates

There is a huge number of templates that someone in the Freelance 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 Freelance 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. Income Statement
2. Balance Sheet
3. Cash Flow Statement
4. General Ledger
5. Accounts Payable Aging Report
6. Accounts Receivable Aging Report
7. Budget Template
8. Expense Report
9. Tax Return Template
10. Financial Analysis Report

Reports

Reports are often prepared by a Freelance 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 Freelance Accountant does and how they do it.

Presentations

Freelance 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 Analysis
2. Budget Planning and Forecasting
3. Tax Compliance and Reporting
4. Financial Statements and Reporting
5. Cost Analysis and Profitability

Legal Docs

There are several key times when a Freelance 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. Engagement Letter Template
2. Invoice Template
3. Non-Disclosure Agreement Template
4. Independent Contractor Agreement Template
5. Financial Statement Template

Health & Safety Templates

Health & Safety templates for a Freelance 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 Freelance Accountant calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Budget Calendar
2. Tax Filing Calendar
3. Client Invoicing Calendar
4. Expense Tracking Calendar
5. Financial Reporting Calendar

Invoice Templates

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

1. Monthly Financial Statement Invoice
2. Tax Preparation Invoice
3. Bookkeeping Services Invoice
4. Payroll Processing Invoice
5. Budgeting and Forecasting Invoice

Survey Templates

For a Freelance Accountant to get insights related to the work they do, they need to send out Freelance 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. Expense Tracking Survey
4. Tax Compliance Survey
5. Budgeting and Forecasting Survey

Meeting Agendas

Having premade Freelance 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 Template
2. Budget Planning Meeting Template
3. Tax Planning Meeting Template
4. Client Onboarding Meeting Template
5. Quarterly Business Review Meeting Template

Budget Templates

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

1. Income and Expense Tracker
2. Monthly Budget Planner
3. Cash Flow Statement
4. Profit and Loss Statement
5. Balance Sheet

Dashboards

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

1. Financial Performance Dashboard
2. Cash Flow Analysis Dashboard
3. Budget Variance Dashboard
4. Client Profitability Dashboard
5. Tax Compliance Dashboard

Proposal Templates

For bidding or requesting work, a Freelance 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 Statement Analysis Proposal
2. Tax Planning and Preparation Proposal
3. Budgeting and Forecasting Proposal
4. Internal Control Review Proposal
5. Financial Consulting and Advisory 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 Freelance 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.

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