Looking for Freelance Accounting Tutor Templates to download? See the main templates that a Freelance Accounting Tutor would use in their day-to-day work.
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Freelance Accounting Tutor Templates
Contents
Freelance Accounting Tutor Templates
There is a huge number of templates that someone in the Freelance Accounting Tutor 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 Tutor. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Lesson Plan Template
2. Tutoring Schedule Template
3. Student Progress Tracker Template
4. Income Statement Template
5. Balance Sheet Template
6. Cash Flow Statement Template
7. Budget Template
8. Financial Analysis Template
9. Tax Calculation Template
10. Tutoring Invoice Template
Reports
Reports are often prepared by a Freelance Accounting Tutor 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. Trial Balance Report
8. Budget Variance Report
9. Financial Ratios Report
10. Tax Summary 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 Tutor does and how they do it.
1. Introduction to Accounting Principles
2. Financial Statement Analysis
3. Budgeting and Forecasting
4. Cost Accounting Techniques
5. Taxation and Compliance
6. Auditing Procedures
7. Cash Flow Management
8. Financial Ratio Analysis
9. Payroll Processing and Reporting
10. QuickBooks Training and Troubleshooting
Presentations
Freelance Accounting Tutor 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 Statements Analysis
2. Budgeting and Forecasting
3. Tax Planning and Compliance
4. Cost Accounting and Management
5. Auditing and Internal Controls
Legal Docs
There are several key times when a Freelance Accounting Tutor 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. Non-Disclosure Agreement (NDA)
2. Service Agreement
3. Invoice Template
4. Tutoring Contract
5. Liability Waiver
Health & Safety Templates
Health & Safety templates for a Freelance Accounting Tutor ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Monthly Safety Inspection Checklist
2. Emergency Evacuation Plan Template
3. First Aid Incident Report Form
4. Hazard Identification and Risk Assessment Template
5. Health and Safety Training Attendance Record
Calendars
Setting up Freelance Accounting Tutor calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Client Appointment Calendar
3. Task and Deadline Calendar
4. Tax Filing Calendar
5. Study and Professional Development Calendar
Invoice Templates
Several types of Freelance Accounting Tutor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Tutoring Services Invoice
2. Hourly Tutoring Services Invoice
3. Late Payment Reminder Invoice
4. Additional Tutoring Services Invoice
5. Refund Request Invoice
Survey Templates
For a Freelance Accounting Tutor to get insights related to the work they do, they need to send out Freelance Accounting Tutor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Student Satisfaction Survey
2. Course Content Evaluation Survey
3. Tutor Performance Evaluation Survey
4. Learning Outcomes Assessment Survey
5. Course Improvement Suggestions Survey
Meeting Agendas
Having premade Freelance Accounting Tutor 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 Progress Review Meeting
2. Financial Analysis and Reporting Meeting
3. Budget Planning and Forecasting Meeting
4. Taxation and Compliance Meeting
5. Client Consultation and Support Meeting
Budget Templates
To manage finances well, a Freelance Accounting Tutor 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. Savings and Investment Tracker
4. Debt Repayment Plan
5. Tax Preparation Worksheet
Dashboards
Dashboards are a useful way for a Freelance Accounting Tutor 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 Revenue Dashboard
5. Expense Tracking Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Accounting Tutor 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. Budgeting and Forecasting Proposal
3. Tax Planning and Preparation Proposal
4. Bookkeeping and Financial Reporting Proposal
5. Financial Management 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 Tutor 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.
