Looking for Freelance Financial Tax Advisor Templates to download? See the main templates that a Freelance Financial Tax Advisor would use in their day-to-day work.
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Freelance Financial Tax Advisor Templates
Contents
Freelance Financial Tax Advisor Templates
There is a huge number of templates that someone in the Freelance Financial Tax Advisor 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 Tax Advisor. 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. Quarterly Balance Sheet
3. Annual Profit and Loss Statement
4. Tax Deduction Checklist
5. Client Information Form
6. Tax Return Spreadsheet
7. Expense Tracking Template
8. Tax Planning Worksheet
9. Financial Analysis Report
10. Budgeting Template
Reports
Reports are often prepared by a Freelance Financial Tax Advisor 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. Profit and Loss Report
5. Tax Deduction Report
6. Expense Report
7. Tax Liability Report
8. Tax Return Report
9. Financial Statement Analysis Report
10. Tax Planning 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 Tax Advisor does and how they do it.
1. Client Onboarding SOP
2. Tax Preparation SOP
3. Financial Analysis SOP
4. Tax Planning SOP
5. Audit Support SOP
6. Bookkeeping SOP
7. Compliance SOP
8. Financial Reporting SOP
9. Tax Filing SOP
10. Client Communication SOP
Presentations
Freelance Financial Tax Advisor 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. Tax Planning Strategies for Small Businesses
3. Investment Portfolio Analysis and Recommendations
4. Tax Deductions and Credits for Individuals
5. Retirement Planning and Wealth Management
Legal Docs
There are several key times when a Freelance Financial Tax Advisor 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. Tax Return Template
2. Financial Statement Template
3. Expense Report Template
4. Client Engagement Agreement Template
5. Non-Disclosure Agreement Template
Health & Safety Templates
Health & Safety templates for a Freelance Financial Tax Advisor 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. Personal Protective Equipment (PPE) Checklist Template
Calendars
Setting up Freelance Financial Tax Advisor calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Tax Filing Deadlines Calendar
3. Client Meeting Schedule Calendar
4. Expense Tracking Calendar
5. Projected Income Calendar
Invoice Templates
Several types of Freelance Financial Tax Advisor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Tax Advisory Services Invoice
2. Quarterly Financial Analysis Invoice
3. Annual Tax Preparation Invoice
4. Bookkeeping and Accounting Services Invoice
5. Tax Planning and Consultation Invoice
Survey Templates
For a Freelance Financial Tax Advisor to get insights related to the work they do, they need to send out Freelance Financial Tax Advisor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Tax Preparation Feedback Survey
3. Financial Planning Survey
4. Tax Law Knowledge Assessment Survey
5. Customer Referral Survey
Meeting Agendas
Having premade Freelance Financial Tax Advisor 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 Client Review Meeting
2. Tax Planning Meeting
3. Quarterly Financial Statements Meeting
4. Year-End Tax Preparation Meeting
5. Budgeting and Forecasting Meeting
Budget Templates
To manage finances well, a Freelance Financial Tax Advisor 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 Tax Advisor to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Monthly Revenue Dashboard
2. Expense Analysis Dashboard
3. Profit and Loss Dashboard
4. Tax Compliance Dashboard
5. Client Portfolio Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Financial Tax Advisor 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 Tax Planning Proposal
2. Tax Return Preparation Proposal
3. Financial Statement Analysis Proposal
4. Tax Audit Assistance Proposal
5. Business Tax Advisory 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 Tax Advisor 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.
