Looking for Freelance Financial Strategist Templates to download? See the main templates that a Freelance Financial Strategist would use in their day-to-day work.
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Freelance Financial Strategist Templates
Contents
Freelance Financial Strategist Templates
There is a huge number of templates that someone in the Freelance Financial Strategist 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 Strategist. 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. Financial Statement Template
3. Cash Flow Projection Template
4. Investment Portfolio Template
5. Expense Tracking Template
6. Profit and Loss Statement Template
7. Financial Analysis Template
8. Tax Planning Template
9. Financial Forecast Template
10. Client Proposal Template
Reports
Reports are often prepared by a Freelance Financial Strategist 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. Budget Variance Report
5. Accounts Receivable Aging Report
6. Accounts Payable Aging Report
7. Financial Ratios Analysis Report
8. Sales Performance Report
9. Expense Analysis 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 Strategist does and how they do it.
1. Client Onboarding SOP
2. Financial Analysis SOP
3. Budgeting and Forecasting SOP
4. Investment Strategy SOP
5. Risk Management SOP
6. Tax Planning SOP
7. Financial Reporting SOP
8. Cash Flow Management SOP
9. Financial Modeling SOP
10. Performance Evaluation SOP
Presentations
Freelance Financial Strategist 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 Review
2. Investment Portfolio Analysis
3. Budget Planning and Forecasting
4. Risk Assessment and Mitigation Strategies
5. Financial Goal Setting and Progress Tracking
Legal Docs
There are several key times when a Freelance Financial Strategist 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. Independent Contractor Agreement
4. Invoice Template
5. Statement of Work (SOW)
Health & Safety Templates
Health & Safety templates for a Freelance Financial Strategist 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 Strategist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Investment Tracker Calendar
3. Tax Filing Calendar
4. Client Meeting Calendar
5. Project Deadline Calendar
Invoice Templates
Several types of Freelance Financial Strategist 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 Consultation and Advisory Invoice
5. Bookkeeping and Account Reconciliation Invoice
Survey Templates
For a Freelance Financial Strategist to get insights related to the work they do, they need to send out Freelance Financial Strategist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Monthly Financial Performance Survey
2. Investment Strategy Preference Survey
3. Risk Tolerance Assessment Survey
4. Client Satisfaction Survey
5. Market Trends and Outlook Survey
Meeting Agendas
Having premade Freelance Financial Strategist 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. Investment Portfolio Analysis Meeting
3. Financial Goal Setting Meeting
4. Tax Planning and Compliance Meeting
5. Client Progress Update Meeting
Budget Templates
To manage finances well, a Freelance Financial Strategist 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 Goals Tracker
Dashboards
Dashboards are a useful way for a Freelance Financial Strategist 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. Key Performance Indicators (KPIs) Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Financial Strategist 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 Budget Proposal
2. Investment Strategy Proposal
3. Risk Management Proposal
4. Financial Forecasting Proposal
5. Tax Planning Proposal
Get Your Template Made
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