Looking for Freelance Cost Accountant Templates to download? See the main templates that a Freelance Cost Accountant would use in their day-to-day work.
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Freelance Cost Accountant Templates
Contents
Freelance Cost Accountant Templates
There is a huge number of templates that someone in the Freelance Cost Accountant 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 Cost Accountant. 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 Variance Analysis
3. Cash Flow Projection
4. Cost Analysis Report
5. Profit and Loss Statement
6. Balance Sheet
7. Accounts Payable Aging Report
8. Accounts Receivable Aging Report
9. Expense Reimbursement Form
10. Timesheet
Reports
Reports are often prepared by a Freelance Cost Accountant 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. Cost of Goods Sold Report
8. Sales Analysis Report
9. General Ledger Report
10. Fixed Asset Register
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 Cost Accountant does and how they do it.
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Presentations
Freelance Cost Accountant 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. Budget Analysis and Forecasting
3. Cost Variance Analysis
4. Profitability Analysis by Product Line
5. Cash Flow Management and Projection
Legal Docs
There are several key times when a Freelance Cost Accountant 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. Budget Template
5. Financial Analysis Template
Health & Safety Templates
Health & Safety templates for a Freelance Cost Accountant 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
Calendars
Setting up Freelance Cost Accountant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Expense Tracking Calendar
3. Invoicing Calendar
4. Tax Filing Calendar
5. Client Payment Calendar
Invoice Templates
Several types of Freelance Cost Accountant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Billing Invoice
2. Expense Reimbursement Invoice
3. Hourly Rate Invoice
4. Project-based Invoice
5. Retainer Invoice
Survey Templates
For a Freelance Cost Accountant to get insights related to the work they do, they need to send out Freelance Cost Accountant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Monthly Financial Performance Survey
2. Budgeting and Forecasting Survey
3. Cost Analysis and Variance Survey
4. Inventory Management Survey
5. Profitability Analysis Survey
Meeting Agendas
Having premade Freelance Cost Accountant 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 Budget Review Meeting
2. Financial Performance Analysis Meeting
3. Cost Reduction Strategies Meeting
4. Client Billing and Invoicing Meeting
5. Tax Planning and Compliance Meeting
Budget Templates
To manage finances well, a Freelance Cost Accountant 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 Cost Accountant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Profit and Loss Dashboard
2. Cash Flow Dashboard
3. Budget vs Actuals Dashboard
4. Accounts Receivable Dashboard
5. Accounts Payable Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Cost Accountant 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 Budget Proposal
2. Cost Reduction Proposal
3. Financial Analysis Proposal
4. Investment Evaluation Proposal
5. Profitability 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 Cost Accountant 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.
