Looking for Freelance Financial Content Writer Templates to download? See the main templates that a Freelance Financial Content Writer would use in their day-to-day work.
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Freelance Financial Content Writer Templates
Contents
Freelance Financial Content Writer Templates
There is a huge number of templates that someone in the Freelance Financial Content Writer 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 Content Writer. 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. Investment Portfolio Tracker Template
7. Tax Planning Template
8. Financial Planning Template
9. Expense Report Template
10. Invoice Template
Reports
Reports are often prepared by a Freelance Financial Content Writer 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. Monthly Financial Performance Report
2. Revenue and Expense Analysis Report
3. Cash Flow Statement Report
4. Balance Sheet Report
5. Profit and Loss Statement Report
6. Accounts Receivable Aging Report
7. Accounts Payable Aging Report
8. Financial Ratios Analysis Report
9. Budget Variance Report
10. Investment Portfolio Performance 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 Content Writer does and how they do it.
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Presentations
Freelance Financial Content Writer 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. Investment Portfolio Analysis
3. Market Trends and Analysis
4. Budget Planning and Forecasting
5. Risk Assessment and Mitigation Strategies
Legal Docs
There are several key times when a Freelance Financial Content Writer 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. Non-Disclosure Agreement (NDA)
2. Service Agreement
3. Copyright Assignment Agreement
4. Freelance Writer Agreement
5. Invoice Template
Health & Safety Templates
Health & Safety templates for a Freelance Financial Content Writer 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 Content Writer calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Editorial Calendar: This calendar helps me plan and organize my content writing schedule for the month.
2. Client Calendar: This calendar keeps track of deadlines and important dates for each client I work with.
3. Industry Events Calendar: This calendar helps me stay updated on relevant finance and accounting events and conferences.
4. Social Media Calendar: This calendar helps me schedule and manage my social media posts to promote my content.
5. Personal Calendar: This calendar helps me balance my work and personal life by scheduling personal appointments and activities
Invoice Templates
Several types of Freelance Financial Content Writer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Article Writing Services Invoice
2. Editing and Proofreading Services Invoice
3. Social Media Content Creation Invoice
4. Blog Post Writing Services Invoice
5. Financial Report Writing Invoice
Survey Templates
For a Freelance Financial Content Writer to get insights related to the work they do, they need to send out Freelance Financial Content Writer surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Market Research Survey
3. Financial Knowledge Assessment Survey
4. Investment Preferences Survey
5. Content Feedback Survey
Meeting Agendas
Having premade Freelance Financial Content Writer 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 Content Planning Meeting
2. Client Update Meeting
3. Editorial Review Meeting
4. Marketing Strategy Meeting
5. Financial Performance Review Meeting
Budget Templates
To manage finances well, a Freelance Financial Content Writer would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Invoice Tracker
3. Tax Deduction Tracker
4. Savings Goal Tracker
5. Project Budget Tracker
Dashboards
Dashboards are a useful way for a Freelance Financial Content Writer to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Financial Performance Dashboard
2. Budget and Expense Tracker Dashboard
3. Revenue and Sales Analysis Dashboard
4. Cash Flow Management Dashboard
5. Investment Portfolio Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Financial Content Writer 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 Market Analysis Proposal
2. Investment Strategy Proposal
3. Financial Planning Proposal
4. Tax Planning Proposal
5. Risk Management 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 Content Writer 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.
