Freelance Accounting Administrator Templates
There is a huge number of templates that someone in the Freelance Accounting Administrator 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 Accounting Administrator. 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. Profit and Loss Statement
3. Balance Sheet
4. Cash Flow Statement
5. Accounts Payable Aging Report
6. Accounts Receivable Aging Report
7. General Ledger
8. Budget vs. Actual Report
9. Expense Report
10. Bank Reconciliation Statement
Reports
Reports are often prepared by a Freelance Accounting Administrator 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. Bank Reconciliation Report
7. Sales Report
8. Expense Report
9. Budget Variance 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 Freelance Accounting Administrator does and how they do it.
…
Presentations
Freelance Accounting Administrator 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. Cash Flow Management
4. Tax Compliance and Reporting
5. Financial Statement Preparation
Legal Docs
There are several key times when a Freelance Accounting Administrator 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. Monthly Financial Statement Template
2. Expense Report Template
3. Invoice Template
4. Budget Template
5. Tax Return Template
Health & Safety Templates
Health & Safety templates for a Freelance Accounting Administrator 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. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Workplace Inspection Checklist Template
Calendars
Setting up Freelance Accounting Administrator 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. Payroll Calendar
5. Tax Filing Calendar
Invoice Templates
Several types of Freelance Accounting Administrator invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Client Invoice
2. Expense Reimbursement Invoice
3. Vendor Invoice
4. Payroll Invoice
5. Tax Preparation Invoice
Survey Templates
For a Freelance Accounting Administrator to get insights related to the work they do, they need to send out Freelance Accounting Administrator 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. Employee Engagement Survey
5. Tax Compliance Survey
Meeting Agendas
Having premade Freelance Accounting Administrator 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. Tax Preparation Meeting
4. Client Billing Meeting
5. Team Collaboration Meeting
Budget Templates
To manage finances well, a Freelance Accounting Administrator would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Budget Forecasting Template
3. Cash Flow Statement Template
4. Profit and Loss Statement Template
5. Balance Sheet Template
Dashboards
Dashboards are a useful way for a Freelance Accounting Administrator 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. Accounts Receivable Dashboard
5. Expense Analysis Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Accounting Administrator 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 Proposal
2. Budget Planning and Analysis Proposal
3. Tax Preparation and Filing Proposal
4. Bookkeeping and Payroll Services 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 Accounting Administrator 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.