Freelance Financial Accounting Instructor Templates
There is a huge number of templates that someone in the Freelance Financial Accounting Instructor 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 Accounting Instructor. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Lesson Plan Template
2. Course Syllabus Template
3. Attendance Sheet Template
4. Grading Rubric Template
5. Financial Statements Template
6. Budgeting Spreadsheet Template
7. Tax Calculation Template
8. Cash Flow Statement Template
9. Balance Sheet Template
10. Income Statement Template
Reports
Reports are often prepared by a Freelance Financial Accounting Instructor 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. Income Statement Report
2. Balance Sheet Report
3. Cash Flow Statement Report
4. Statement of Retained Earnings Report
5. Accounts Receivable Aging Report
6. Accounts Payable Aging Report
7. General Ledger Report
8. Trial Balance Report
9. Financial Ratios 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 Financial Accounting Instructor does and how they do it.
1. Introduction to Financial Accounting
2. Principles of Financial Accounting
3. Financial Statements Analysis
4. Cost Accounting Basics
5. Managerial Accounting Techniques
6. Budgeting and Forecasting
7. Auditing and Internal Controls
8. Taxation and Financial Reporting
9. Advanced Financial Accounting Topics
10. Case Studies in Financial Accounting
Presentations
Freelance Financial Accounting Instructor 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. Introduction to Financial Accounting
2. Principles of Financial Reporting
3. Financial Statement Analysis
4. Cost Accounting and Management Control
5. Advanced Topics in Financial Accounting
Legal Docs
There are several key times when a Freelance Financial Accounting Instructor 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Independent Contractor Agreement Template
4. Copyright Assignment Agreement Template
5. Release of Liability Template
Health & Safety Templates
Health & Safety templates for a Freelance Financial Accounting Instructor ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Monthly Safety Inspection Checklist
2. Emergency Evacuation Plan Template
3. First Aid Kit Inventory Template
4. Hazard Communication Program Template
5. Personal Protective Equipment (PPE) Assessment Template
Calendars
Setting up Freelance Financial Accounting Instructor calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Lesson Plan Calendar
2. Student Attendance Calendar
3. Billing and Payment Calendar
4. Exam and Assessment Calendar
5. Professional Development Calendar
Invoice Templates
Several types of Freelance Financial Accounting Instructor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Course Fee Invoice
2. Consulting Services Invoice
3. Training Materials Invoice
4. Travel Expenses Invoice
5. Miscellaneous Expenses Invoice
Survey Templates
For a Freelance Financial Accounting Instructor to get insights related to the work they do, they need to send out Freelance Financial Accounting Instructor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Student Satisfaction Survey
2. Course Content Evaluation Survey
3. Instructor Effectiveness Survey
4. Learning Outcomes Assessment Survey
5. Overall Program Evaluation Survey
Meeting Agendas
Having premade Freelance Financial Accounting Instructor 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 Accounting Workshop
2. Budgeting and Forecasting Seminar
3. Taxation and Compliance Training
4. Financial Reporting and Analysis Conference
5. Professional Development and Networking Event
Budget Templates
To manage finances well, a Freelance Financial Accounting Instructor 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. Tax Preparation Worksheet
Dashboards
Dashboards are a useful way for a Freelance Financial Accounting Instructor 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. Profitability Analysis Dashboard
5. Financial Ratios Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Financial Accounting Instructor 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 Analysis Proposal
2. Budgeting and Forecasting Training Proposal
3. Tax Planning and Compliance Workshop Proposal
4. Financial Reporting and Analysis Seminar Proposal
5. Cost Management and Control Training 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 Accounting Instructor 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.