Freelance Accounting Manager Templates

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

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Freelance Accounting Manager Templates

There is a huge number of templates that someone in the Freelance Accounting 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 Freelance Accounting 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 Statement
2. Budget vs. Actual Analysis
3. Cash Flow Projection
4. Accounts Payable Aging Report
5. Accounts Receivable Aging Report
6. General Ledger Reconciliation
7. Payroll Register
8. Expense Report
9. Tax Return Worksheet
10. Client Invoice Template


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


Freelance Accounting 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 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 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. 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 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. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Health and Safety Inspection Checklist Template


Setting up Freelance Accounting 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. Payroll Calendar
5. Financial Reporting Calendar

Invoice Templates

Several types of Freelance Accounting Manager 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. Consulting Services Invoice
5. Late Payment Reminder Invoice

Survey Templates

For a Freelance Accounting Manager to get insights related to the work they do, they need to send out Freelance Accounting Manager 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. Budgeting and Forecasting Survey
5. Tax Compliance Survey

Meeting Agendas

Having premade Freelance Accounting 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 Financial Review Meeting
2. Budget Planning Meeting
3. Tax Preparation Meeting
4. Client Onboarding Meeting
5. Team Collaboration Meeting

Budget Templates

To manage finances well, a Freelance Accounting Manager 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 Manager 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. Accounts Payable Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Accounting 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 Financial Analysis Proposal
2. Budget Planning and Forecasting Proposal
3. Tax Planning and Compliance Proposal
4. Financial Statement Preparation Proposal
5. Cost Reduction and Efficiency Improvement 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 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.

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