Looking for Freelance Financial Accountant Templates to download? See the main templates that a Freelance Financial Accountant would use in their day-to-day work.
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Freelance Financial Accountant Templates
Contents
Freelance Financial Accountant Templates
There is a huge number of templates that someone in the Freelance Financial 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 Financial 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. Income Statement Template
2. Balance Sheet Template
3. Cash Flow Statement Template
4. Budget Template
5. Expense Report Template
6. Financial Analysis Template
7. Tax Return Template
8. Payroll Template
9. Invoice Template
10. Financial Forecast Template
Reports
Reports are often prepared by a Freelance Financial 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. Financial Ratios Analysis Report
8. General Ledger Report
9. Tax Compliance Report
10. Financial Forecast 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 Financial Accountant does and how they do it.
1. Monthly Financial Statement Preparation
2. Bank Reconciliation
3. Accounts Payable Processing
4. Accounts Receivable Management
5. Payroll Processing
6. Budgeting and Forecasting
7. Tax Preparation and Filing
8. Financial Analysis and Reporting
9. Cash Flow Management
10. Internal Controls and Audit Compliance
Presentations
Freelance Financial 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 Report
2. Budget Analysis and Forecasting Presentation
3. Investment Portfolio Review
4. Tax Planning and Compliance Update
5. Financial Statement Analysis and Recommendations
Legal Docs
There are several key times when a Freelance Financial 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. Engagement Letter Template
2. Invoice Template
3. Non-Disclosure Agreement Template
4. Independent Contractor Agreement Template
5. Financial Statement Template
Health & Safety Templates
Health & Safety templates for a Freelance Financial 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. Emergency Evacuation Plan Template
4. Health and Safety Training Record Template
5. Workplace Inspection Checklist Template
Calendars
Setting up Freelance Financial Accountant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Client Payment Calendar
3. Tax Filing Calendar
4. Invoice Due Date Calendar
5. Project Deadline Calendar
Invoice Templates
Several types of Freelance Financial Accountant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Financial Statement Invoice
2. Tax Preparation Invoice
3. Bookkeeping Services Invoice
4. Payroll Processing Invoice
5. Financial Consulting Invoice
Survey Templates
For a Freelance Financial Accountant to get insights related to the work they do, they need to send out Freelance Financial Accountant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Financial Reporting Survey
3. Budgeting and Forecasting Survey
4. Tax Preparation Survey
5. Audit and Compliance Survey
Meeting Agendas
Having premade Freelance Financial 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 Financial Review Meeting
2. Budget Planning Meeting
3. Tax Compliance Meeting
4. Client Consultation Meeting
5. Team Collaboration Meeting
Budget Templates
To manage finances well, a Freelance Financial 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 Financial Accountant 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 Profitability Dashboard
5. Accounts Receivable Aging Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Financial 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 Financial Statement Analysis Proposal
2. Budgeting and Forecasting Proposal
3. Tax Planning and Compliance Proposal
4. Internal Control Evaluation Proposal
5. Financial Advisory 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 Financial 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.
