Freelance Financial Record Keeper Templates

There is a huge number of templates that someone in the Freelance Financial Record Keeper 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 Record Keeper. 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 Income Statement
2. Balance Sheet
3. Cash Flow Statement
4. Budget Template
5. Expense Report
6. Invoice Template
7. Profit and Loss Statement
8. Tax Deduction Worksheet
9. Financial Analysis Report
10. Client Billing Statement

Reports

Reports are often prepared by a Freelance Financial Record Keeper 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
2. Balance Sheet
3. Cash Flow Statement
4. Accounts Receivable Aging Report
5. Accounts Payable Aging Report
6. Profit and Loss Statement
7. General Ledger Report
8. Bank Reconciliation Report
9. Expense 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 Record Keeper does and how they do it.

1. Monthly Financial Statement Template
2. Budget Planning Template
3. Expense Tracking Template
4. Invoice Template
5. Cash Flow Statement Template
6. Bank Reconciliation Template
7. Payroll Template
8. Tax Preparation Template
9. Financial Analysis Template
10. Year-End Closing Template

Presentations

Freelance Financial Record Keeper 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 Presentation
3. Investment Portfolio Review
4. Cash Flow Projection Presentation
5. Tax Planning and Compliance Update

Legal Docs

There are several key times when a Freelance Financial Record Keeper 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. Income Statement Template
2. Balance Sheet Template
3. Cash Flow Statement Template
4. Budget Template
5. Expense Report Template

Health & Safety Templates

Health & Safety templates for a Freelance Financial Record Keeper 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 Attendance Template
5. Workplace Inspection Checklist Template

Calendars

Setting up Freelance Financial Record Keeper calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Budget Calendar
2. Expense Tracker Calendar
3. Invoice Due Dates Calendar
4. Tax Filing Deadlines Calendar
5. Client Payment Schedule Calendar

Invoice Templates

Several types of Freelance Financial Record Keeper invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Client Invoice
2. Expense Reimbursement Invoice
3. Hourly Billing Invoice
4. Project Completion Invoice
5. Retainer Invoice

Survey Templates

For a Freelance Financial Record Keeper to get insights related to the work they do, they need to send out Freelance Financial Record Keeper surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Client Satisfaction Survey
2. Expense Tracking Survey
3. Budget Planning Survey
4. Tax Preparation Survey
5. Financial Planning Survey

Meeting Agendas

Having premade Freelance Financial Record Keeper 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 Budget Review Meeting
2. Quarterly Financial Analysis Meeting
3. Annual Tax Planning Meeting
4. Biweekly Expense Tracking Meeting
5. Weekly Client Update Meeting

Budget Templates

To manage finances well, a Freelance Financial Record Keeper 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 Record Keeper to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Monthly Income Statement Dashboard
2. Cash Flow Analysis Dashboard
3. Budget Variance Dashboard
4. Accounts Receivable Aging Dashboard
5. Financial Ratios Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Financial Record Keeper 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 Proposal
2. Budget Planning Proposal
3. Tax Preparation Proposal
4. Financial Analysis Proposal
5. Bookkeeping Services 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 Record Keeper 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.

Freelance Financial Record Keeper Templates