Looking for Freelance Forensic Accountant Templates to download? See the main templates that a Freelance Forensic Accountant would use in their day-to-day work.
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Freelance Forensic Accountant Templates
Contents
Freelance Forensic Accountant Templates
There is a huge number of templates that someone in the Freelance Forensic Accountant 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 Forensic Accountant. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Financial Statement Analysis Template
2. Cash Flow Statement Template
3. Income Statement Template
4. Balance Sheet Template
5. Budgeting Template
6. Forensic Audit Report Template
7. Expense Tracking Spreadsheet
8. Tax Return Template
9. Financial Forecasting Template
10. Client Engagement Letter Template
Reports
Reports are often prepared by a Freelance Forensic Accountant 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. Accounts Receivable Aging Report
5. Accounts Payable Aging Report
6. Budget Variance Report
7. Financial Ratios Analysis Report
8. Forensic Audit Report
9. Fraud Investigation Report
10. Tax Compliance 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 Forensic Accountant does and how they do it.
1. Client Onboarding SOP
2. Financial Statement Analysis SOP
3. Fraud Investigation SOP
4. Forensic Data Analysis SOP
5. Asset Tracing SOP
6. Expert Witness Testimony SOP
7. Due Diligence SOP
8. Risk Assessment SOP
9. Internal Controls Review SOP
10. Report Writing SOP
Presentations
Freelance Forensic Accountant 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. Financial Analysis Report Template
2. Fraud Investigation Presentation Template
3. Forensic Accounting Findings Template
4. Risk Assessment and Mitigation Template
5. Expert Witness Testimony Template
Legal Docs
There are several key times when a Freelance Forensic Accountant 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. Engagement Letter Template
2. Forensic Investigation Report Template
3. Expert Witness Report Template
4. Data Request Template
5. Confidentiality Agreement Template
Health & Safety Templates
Health & Safety templates for a Freelance Forensic Accountant 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 Response Plan Template
5. Health and Safety Inspection Checklist Template
Calendars
Setting up Freelance Forensic Accountant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Client Meeting Calendar
3. Billing and Invoicing Calendar
4. Tax Filing Calendar
5. Project Deadline Calendar
Invoice Templates
Several types of Freelance Forensic Accountant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Billing Invoice
2. Hourly Rate Invoice
3. Expense Reimbursement Invoice
4. Retainer Invoice
5. Project Completion Invoice
Survey Templates
For a Freelance Forensic Accountant to get insights related to the work they do, they need to send out Freelance Forensic Accountant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Monthly Financial Performance Survey
2. Fraud Detection and Prevention Survey
3. Risk Assessment and Internal Controls Survey
4. Compliance and Regulatory Survey
5. Forensic Accounting Best Practices Survey
Meeting Agendas
Having premade Freelance Forensic Accountant 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 Review Meeting
2. Budget Planning Meeting
3. Audit Findings Presentation Meeting
4. Fraud Investigation Update Meeting
5. Client Consultation Meeting
Budget Templates
To manage finances well, a Freelance Forensic Accountant 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 Forensic Accountant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Financial Performance Dashboard
2. Cash Flow Analysis Dashboard
3. Fraud Detection Dashboard
4. Budget Variance Dashboard
5. Client Engagement Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Forensic Accountant 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 Analysis Proposal
2. Fraud Investigation Proposal
3. Forensic Audit Proposal
4. Litigation Support Proposal
5. Risk Assessment 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 Forensic Accountant 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.
