Looking for Freelance Finance And Accounting Coach Templates to download? See the main templates that a Freelance Finance And Accounting Coach would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Freelance Finance And Accounting Coach role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Freelance Finance And Accounting Coach. 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 Budget Template
2. Income Statement Template
3. Balance Sheet Template
4. Cash Flow Statement Template
5. Financial Analysis Template
6. Financial Forecast Template
7. Expense Tracking Template
8. Tax Preparation Template
9. Investment Portfolio Template
10. Client Invoice Template
Reports are often prepared by a Freelance Finance And Accounting Coach 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. Financial Ratios Analysis Report
8. Sales and Revenue Report
9. Expense Analysis Report
10. Tax Compliance 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 Finance And Accounting Coach does and how they do it.
1. Client Onboarding SOP
2. Financial Analysis SOP
3. Budgeting and Forecasting SOP
4. Bookkeeping SOP
5. Tax Preparation SOP
6. Financial Reporting SOP
7. Cash Flow Management SOP
8. Payroll Processing SOP
9. Audit Preparation SOP
10. Financial Coaching SOP
Freelance Finance And Accounting Coach 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 Analysis
2. Budgeting and Forecasting
3. Tax Planning Strategies
4. Financial Statement Interpretation
5. Investment Portfolio Management
There are several key times when a Freelance Finance And Accounting Coach 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. Client Agreement Template
2. Non-Disclosure Agreement Template
3. Invoice Template
4. Financial Statement Template
5. Business Plan Template
Health & Safety templates for a Freelance Finance And Accounting Coach ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Monthly Risk Assessment Template
2. Health and Safety Training Attendance Template
3. Incident Report Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template
Setting up Freelance Finance And Accounting Coach calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Expense Tracker Calendar
3. Income Tracker Calendar
4. Tax Filing Calendar
5. Client Meeting Calendar
Several types of Freelance Finance And Accounting Coach invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Coaching Services Invoice
2. Expense Reimbursement Invoice
3. Training Workshop Invoice
4. Consulting Services Invoice
5. Financial Analysis Report Invoice
For a Freelance Finance And Accounting Coach to get insights related to the work they do, they need to send out Freelance Finance And Accounting Coach surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Monthly Client Satisfaction Survey
2. Financial Planning Needs Assessment Survey
3. Accounting Software Usage Survey
4. Investment Preferences Survey
5. Budgeting and Expense Tracking Survey
Having premade Freelance Finance And Accounting Coach 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. Investment Strategy Meeting
5. Client Onboarding Meeting
To manage finances well, a Freelance Finance And Accounting Coach would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Budget Forecasting Template
3. Savings and Investment Tracker
4. Debt Repayment Plan Template
5. Tax Planning Worksheet
Dashboards are a useful way for a Freelance Finance And Accounting Coach to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Financial Performance Dashboard
2. Budgeting and Forecasting Dashboard
3. Cash Flow Management Dashboard
4. Key Performance Indicators (KPIs) Dashboard
5. Client Profitability Analysis Dashboard
For bidding or requesting work, a Freelance Finance And Accounting Coach 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 Budgeting Proposal
2. Financial Analysis Proposal
3. Tax Planning Proposal
4. Investment Strategy Proposal
5. Bookkeeping and Accounting Proposal
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 Finance And Accounting Coach 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.
