Looking for Freelance Financial Consultant Templates to download? See the main templates that a Freelance Financial Consultant would use in their day-to-day work.
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Freelance Financial Consultant Templates
Contents
Freelance Financial Consultant Templates
There is a huge number of templates that someone in the Freelance Financial Consultant 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 Consultant. 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 Report
2. Budget Template
3. Cash Flow Projection
4. Income Statement
5. Balance Sheet
6. Financial Analysis Template
7. Investment Portfolio Tracker
8. Expense Tracker
9. Tax Calculation Worksheet
10. Client Invoice Template
Reports
Reports are often prepared by a Freelance Financial Consultant 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. 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 Consultant does and how they do it.
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Presentations
Freelance Financial Consultant 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 Analysis Report Template
2. Budget Planning Presentation Template
3. Investment Portfolio Review Template
4. Cash Flow Forecasting Template
5. Financial Statement Analysis Template
Legal Docs
There are several key times when a Freelance Financial Consultant 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. Service Agreement Template
4. Independent Contractor Agreement Template
5. Confidentiality Agreement Template
Health & Safety Templates
Health & Safety templates for a Freelance Financial Consultant 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 Financial Consultant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Client Meeting Calendar
3. Invoice Due Dates Calendar
4. Tax Filing Deadlines Calendar
5. Project Milestones Calendar
Invoice Templates
Several types of Freelance Financial Consultant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Financial Analysis Report
2. Budget Planning and Forecasting Invoice
3. Tax Preparation and Filing Invoice
4. Financial Statement Compilation Invoice
5. Investment Portfolio Review Invoice
Survey Templates
For a Freelance Financial Consultant to get insights related to the work they do, they need to send out Freelance Financial Consultant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Market Research Survey
3. Financial Planning Survey
4. Investment Preferences Survey
5. Risk Assessment Survey
Meeting Agendas
Having premade Freelance Financial Consultant 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. Investment Strategy Meeting
4. Client Portfolio Review Meeting
5. Tax Planning Meeting
Budget Templates
To manage finances well, a Freelance Financial Consultant 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. Financial Goal Tracker
Dashboards
Dashboards are a useful way for a Freelance Financial Consultant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Financial Performance Dashboard
2. Budget Analysis Dashboard
3. Cash Flow Management Dashboard
4. Investment Portfolio Dashboard
5. Risk Assessment Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Financial Consultant 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. Budget Planning and Forecasting Proposal
3. Investment Portfolio Management Proposal
4. Risk Assessment and Mitigation Proposal
5. Tax Planning and Compliance 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 Consultant 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.
