Freelance Bookkeeper Templates

Freelance Bookkeeper Templates

There is a huge number of templates that someone in the Freelance Bookkeeper 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 Bookkeeper. 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. Bank Reconciliation Template
8. Expense Report Template
9. Payroll Template
10. Budget Template

Reports

Reports are often prepared by a Freelance Bookkeeper 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. Bank Reconciliation Report
7. General Ledger Report
8. Sales Report
9. Expense Report
10. Budget Variance 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 Bookkeeper does and how they do it.

1. Client Onboarding SOP
2. Accounts Payable SOP
3. Accounts Receivable SOP
4. Bank Reconciliation SOP
5. Financial Reporting SOP
6. Payroll Processing SOP
7. Tax Preparation SOP
8. Month-End Closing SOP
9. Budgeting and Forecasting SOP
10. Audit Preparation SOP

Presentations

Freelance Bookkeeper 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 Report
2. Budget Analysis Presentation
3. Cash Flow Projection Template
4. Tax Planning Presentation
5. Financial Statement Review

Legal Docs

There are several key times when a Freelance Bookkeeper 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. Income Statement Template
2. Balance Sheet Template
3. Cash Flow Statement Template
4. General Ledger Template
5. Expense Report Template

Health & Safety Templates

Health & Safety templates for a Freelance Bookkeeper 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. Emergency Evacuation Plan Template
4. Health and Safety Training Record Template
5. Workplace Inspection Checklist Template

Calendars

Setting up Freelance Bookkeeper 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. Tax Filing Calendar

Invoice Templates

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

1. Monthly Bookkeeping Services Invoice
2. Accounts Payable Invoice
3. Accounts Receivable Invoice
4. Payroll Services Invoice
5. Financial Statement Preparation Invoice

Survey Templates

For a Freelance Bookkeeper to get insights related to the work they do, they need to send out Freelance Bookkeeper 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 Preparation Survey
5. Bookkeeping Software Feedback Survey

Meeting Agendas

Having premade Freelance Bookkeeper 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. Year-End Financial Analysis Meeting

Budget Templates

To manage finances well, a Freelance Bookkeeper 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

Dashboards are a useful way for a Freelance Bookkeeper 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. Expense Tracking Dashboard
4. Accounts Receivable Dashboard
5. Budget Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Bookkeeper 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 Statement Proposal
2. Budgeting and Forecasting Proposal
3. Tax Preparation and Filing Proposal
4. Accounts Payable and Receivable Proposal
5. Payroll Processing and Reporting 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 Bookkeeper 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.