Looking for Freelance Financial Writer Templates to download? See the main templates that a Freelance Financial Writer would use in their day-to-day work.
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Freelance Financial Writer Templates
Contents
Freelance Financial Writer Templates
There is a huge number of templates that someone in the Freelance Financial 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 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 Financial Report
2. Budget Analysis Spreadsheet
3. Investment Portfolio Tracker
4. Income Statement Template
5. Cash Flow Projection Worksheet
6. Financial Statement Analysis Report
7. Tax Planning Spreadsheet
8. Financial News Article Template
9. Market Research Report
10. Client Invoice Template
Reports
Reports are often prepared by a Freelance Financial 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. Cash Flow Statement
3. Balance Sheet
4. Income Statement
5. Budget Variance Report
6. Accounts Receivable Aging Report
7. Accounts Payable Aging Report
8. Sales and Revenue Analysis Report
9. Expense Analysis Report
10. Financial Ratios 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 Writer does and how they do it.
1. Introduction to Finance & Accounting Writing SOP
2. Research and Analysis SOP
3. Writing Style and Tone SOP
4. Formatting and Structure SOP
5. SEO Optimization SOP
6. Editing and Proofreading SOP
7. Client Communication SOP
8. Meeting Deadlines SOP
9. Compliance and Regulatory SOP
10. Quality Assurance SOP
Presentations
Freelance Financial 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 Review
2. Investment Analysis and Recommendations
3. Market Trends and Outlook
4. Budget Planning and Forecasting
5. Risk Assessment and Mitigation Strategies
Legal Docs
There are several key times when a Freelance Financial 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 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 Writer calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Editorial Calendar:
2. Content Calendar:
3. Project Calendar:
4. Billing Calendar:
5. Deadlines Calendar
Invoice Templates
Several types of Freelance Financial Writer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Article Writing Invoice
2. Editing and Proofreading Invoice
3. Research and Analysis Invoice
4. Content Creation Invoice
5. Consulting and Advisory Services Invoice
Survey Templates
For a Freelance Financial Writer to get insights related to the work they do, they need to send out Freelance Financial 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. Investment Preferences Survey
4. Financial Literacy Survey
5. Risk Assessment Survey
Meeting Agendas
Having premade Freelance Financial 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 Financial Performance Review
2. Investment Strategy Meeting
3. Budget Planning and Forecasting
4. Regulatory Compliance Update
5. Client Portfolio Review
Budget Templates
To manage finances well, a Freelance Financial Writer 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 Goal Tracker
4. Debt Repayment Plan
5. Investment Portfolio Tracker
Dashboards
Dashboards are a useful way for a Freelance Financial 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 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 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. Investment Proposal: This proposal outlines investment opportunities for clients, including potential risks and returns.
2. Financial Analysis Proposal: This proposal provides an in-depth analysis of a company’s financial statements and performance.
3. Budget Proposal: This proposal outlines a budget plan for a company or individual, including income, expenses, and savings goals.
4. Tax Planning Proposal: This proposal provides strategies for minimizing tax liabilities and maximizing tax benefits for clients.
5. Retirement Planning Proposal: This proposal outlines a retirement plan for clients, including savings goals, investment strategies, and potential income sources
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 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.
