Freelance Accounting Advisor Templates

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

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Freelance Accounting Advisor Templates

There is a huge number of templates that someone in the Freelance Accounting Advisor 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 Advisor. 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. Budget Template
6. Expense Report
7. Invoice Template
8. Tax Return Template
9. Financial Analysis Report
10. Client Engagement Letter


Reports are often prepared by a Freelance Accounting Advisor 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. Financial Ratios Analysis Report
8. Sales and Revenue Report
9. Expense Analysis Report
10. Tax Compliance Report


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 Advisor does and how they do it.


Freelance Accounting Advisor 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 Planning and Compliance
4. Financial Statement Preparation
5. Cost Analysis and Profitability

Legal Docs

There are several key times when a Freelance Accounting Advisor 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. Financial Statement Template
2. Budget Template
3. Invoice Template
4. Expense Report Template
5. Tax Return Template

Health & Safety Templates

Health & Safety templates for a Freelance Accounting Advisor 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. Health and Safety Inspection Checklist Template


Setting up Freelance Accounting Advisor 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 Meeting Calendar
4. Invoice Due Dates Calendar
5. Financial Reporting Calendar

Invoice Templates

Several types of Freelance Accounting Advisor 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. Financial Consulting Invoice

Survey Templates

For a Freelance Accounting Advisor to get insights related to the work they do, they need to send out Freelance Accounting Advisor 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. Accounting Software Usage Survey

Meeting Agendas

Having premade Freelance Accounting Advisor 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 Strategy Meeting
4. Client Onboarding Meeting
5. Quarterly Performance Evaluation Meeting

Budget Templates

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

1. Income and Expense Budget Template
2. Cash Flow Budget Template
3. Project Budget Template
4. Departmental Budget Template
5. Annual Budget Template


Dashboards are a useful way for a Freelance Accounting Advisor 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 Management Dashboard
3. Budgeting and Forecasting Dashboard
4. Expense Tracking Dashboard
5. Client Profitability Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Accounting Advisor 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. Tax Planning and Preparation Proposal
3. Budgeting and Forecasting Proposal
4. Bookkeeping and Financial Reporting Proposal
5. Business Advisory and Consulting 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 Advisor 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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