Freelance Freelance Accountant Templates

Freelance Freelance Accountant Templates

There is a huge number of templates that someone in the Freelance Freelance 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 Freelance 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. Income Statement
2. Balance Sheet
3. Cash Flow Statement
4. General Ledger
5. Accounts Payable Aging Report
6. Accounts Receivable Aging Report
7. Expense Report
8. Budget Template
9. Tax Return Template
10. Financial Analysis Report

Reports

Reports are often prepared by a Freelance Freelance 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. Sales Report
8. Expense Report
9. Tax 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 Freelance Accountant does and how they do it.

1. Monthly Financial Statement Preparation
2. Accounts Payable Processing
3. Accounts Receivable Management
4. Bank Reconciliation
5. Payroll Processing
6. Tax Preparation and Filing
7. Budgeting and Forecasting
8. Financial Analysis and Reporting
9. Cash Flow Management
10. Internal Controls and Audit Compliance

Presentations

Freelance Freelance 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 Performance Analysis
2. Budget Planning and Forecasting
3. Tax Compliance and Reporting
4. Financial Statements and Reporting
5. Cost Analysis and Profitability

Legal Docs

There are several key times when a Freelance Freelance 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. Income Statement Template
2. Balance Sheet Template
3. Cash Flow Statement Template
4. General Ledger Template
5. Expense Report Template

Health & Safety Templates

Health & Safety templates for a Freelance Freelance 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 Evacuation Plan Template
5. Health and Safety Inspection Checklist Template

Calendars

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

1. Monthly Budget Calendar
2. Accounts Payable Calendar
3. Accounts Receivable Calendar
4. Tax Filing Calendar
5. Payroll Calendar

Invoice Templates

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

1. Monthly Financial Statement Invoice
2. Accounts Payable Invoice
3. Accounts Receivable Invoice
4. Expense Reimbursement Invoice
5. Tax Preparation Invoice

Survey Templates

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

1. Monthly Financial Performance Survey
2. Client Satisfaction Survey
3. Expense Tracking Survey
4. Tax Compliance Survey
5. Budgeting and Forecasting Survey

Meeting Agendas

Having premade Freelance Freelance 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. Tax Preparation Meeting
4. Client Onboarding Meeting
5. Quarterly Business Performance Meeting

Budget Templates

To manage finances well, a Freelance Freelance Accountant would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Income and Expense Budget Template
2. Cash Flow Budget Template
3. Project Budget Template
4. Departmental Budget Template
5. Annual Budget Template

Dashboards

Dashboards are a useful way for a Freelance Freelance 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. Budget Variance Dashboard
4. Client Profitability Dashboard
5. Accounts Receivable Aging Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Freelance 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 Statement Proposal
2. Tax Preparation and Planning Proposal
3. Budgeting and Forecasting Proposal
4. Bookkeeping and Payroll Services Proposal
5. Financial Analysis and Consulting 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 Freelance 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.