Freelance Accounting Tax Consultant Templates

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

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Freelance Accounting Tax Consultant Templates

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


Reports are often prepared by a Freelance Accounting Tax Consultant 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. General Ledger Report
7. Sales Tax Report
8. Payroll Report
9. Budget Variance Report
10. Tax Return 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 Tax Consultant does and how they do it.

1. Client Onboarding SOP
2. Tax Preparation SOP
3. Financial Statement Analysis SOP
4. Bookkeeping SOP
5. Payroll Processing SOP
6. Tax Planning SOP
7. Audit Preparation SOP
8. Budgeting and Forecasting SOP
9. Financial Reporting SOP
10. Compliance and Regulatory SOP


Freelance Accounting Tax Consultant 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. Monthly Financial Performance Report
2. Tax Planning Strategies for Small Businesses
3. Year-End Tax Preparation Checklist
4. Financial Analysis and Forecasting for Investors
5. Tax Deductions and Credits for Individuals and Families

Legal Docs

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

Health & Safety Templates

Health & Safety templates for a Freelance Accounting Tax Consultant 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. Personal Protective Equipment (PPE) Checklist Template


Setting up Freelance Accounting Tax Consultant calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Budget Calendar
2. Tax Filing Deadlines Calendar
3. Client Meeting Schedule Calendar
4. Expense Tracking Calendar
5. Project Milestones Calendar

Invoice Templates

Several types of Freelance Accounting Tax Consultant 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 Tax Consultant to get insights related to the work they do, they need to send out Freelance Accounting Tax Consultant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Client Satisfaction Survey
2. Tax Preparation Feedback Survey
3. Financial Reporting Survey
4. Accounting Software Usage Survey
5. Industry Trends and Insights Survey

Meeting Agendas

Having premade Freelance Accounting Tax Consultant 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. Tax Planning Meeting
3. Client Onboarding Meeting
4. Quarterly Tax Compliance Meeting
5. Year-End Financial Analysis Meeting

Budget Templates

To manage finances well, a Freelance Accounting Tax Consultant 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 Tax Consultant 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. Expense Tracking Dashboard
4. Tax Compliance Dashboard
5. Client Engagement Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Accounting Tax Consultant 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 Tax Planning Proposal
2. Financial Statement Analysis Proposal
3. Tax Return Preparation Proposal
4. Budgeting and Forecasting Proposal
5. Audit and Compliance 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 Tax Consultant 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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