Freelance Audit Manager Templates

Freelance Audit Manager Templates

There is a huge number of templates that someone in the Freelance Audit 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 Audit 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 Template
2. Audit Planning Template
3. Audit Program Template
4. Risk Assessment Template
5. Internal Control Evaluation Template
6. Audit Findings Template
7. Management Letter Template
8. Audit Report Template
9. Budget Template
10. Time Tracking Spreadsheet

Reports

Reports are often prepared by a Freelance Audit 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. Balance Sheet Report
2. Income Statement Report
3. Cash Flow Statement Report
4. Accounts Receivable Aging Report
5. Accounts Payable Aging Report
6. General Ledger Report
7. Trial Balance Report
8. Budget vs Actual Report
9. Financial Ratios Report
10. Audit Findings 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 Audit Manager does and how they do it.

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Presentations

Freelance Audit 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. Monthly Financial Performance Review
2. Audit Findings and Recommendations
3. Risk Assessment and Mitigation Strategies
4. Compliance and Regulatory Updates
5. Budget Analysis and Forecasting

Legal Docs

There are several key times when a Freelance Audit 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. Engagement Letter Template
2. Audit Report Template
3. Financial Statement Template
4. Internal Control Evaluation Template
5. Audit Planning Memorandum Template

Health & Safety Templates

Health & Safety templates for a Freelance Audit 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 Inspection Checklist Template
4. Emergency Response Plan Template
5. Health and Safety Training Record Template

Calendars

Setting up Freelance Audit Manager calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Audit Schedule
2. Client Meeting Calendar
3. Project Deadline Tracker
4. Travel Itinerary Planner
5. Billing and Invoicing Schedule

Invoice Templates

Several types of Freelance Audit Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Client Audit Invoice
2. Travel Expenses Invoice
3. Consulting Services Invoice
4. Training and Development Invoice
5. Miscellaneous Expenses Invoice

Survey Templates

For a Freelance Audit Manager to get insights related to the work they do, they need to send out Freelance Audit Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Employee Satisfaction Survey
2. Client Feedback Survey
3. Financial Performance Survey
4. Risk Assessment Survey
5. Process Improvement Survey

Meeting Agendas

Having premade Freelance Audit 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 Audit Planning Meeting
2. Weekly Team Progress Meeting
3. Monthly Financial Reporting Meeting
4. Quarterly Audit Review Meeting
5. Annual Audit Strategy Meeting

Budget Templates

To manage finances well, a Freelance Audit Manager 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. Financial Goals Tracker

Dashboards

Dashboards are a useful way for a Freelance Audit Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Financial Performance Dashboard
2. Risk Assessment Dashboard
3. Compliance Monitoring Dashboard
4. Audit Findings Dashboard
5. Client Engagement Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Audit 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 Audit Proposal
2. Internal Control Review Proposal
3. Risk Assessment and Management Proposal
4. Compliance Audit Proposal
5. Fraud Investigation 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 Audit 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.