Freelance Intuit Quicken Specialist Templates
There is a huge number of templates that someone in the Freelance Intuit Quicken Specialist 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 Intuit Quicken Specialist. 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 Template
3. Income Statement
4. Balance Sheet
5. Cash Flow Statement
6. Expense Tracker
7. Invoice Template
8. Tax Calculation Worksheet
9. Payroll Spreadsheet
10. Client Billing Statement
Reports
Reports are often prepared by a Freelance Intuit Quicken Specialist 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. Accounts Receivable Aging Report
5. Accounts Payable Aging Report
6. Profit and Loss Report
7. Budget vs. Actual Report
8. Sales Report
9. Expense Report
10. Tax Summary 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 Intuit Quicken Specialist does and how they do it.
1. Client Onboarding SOP
2. Data Entry SOP
3. Account Reconciliation SOP
4. Financial Reporting SOP
5. Budgeting and Forecasting SOP
6. Tax Preparation SOP
7. Payroll Processing SOP
8. Vendor Management SOP
9. Audit and Compliance SOP
10. Client Communication SOP
Presentations
Freelance Intuit Quicken Specialist 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 Planning and Compliance
4. Cash Flow Management
5. Investment Portfolio Analysis
Legal Docs
There are several key times when a Freelance Intuit Quicken Specialist 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. Client Engagement Agreement
2. Non-Disclosure Agreement
3. Service Level Agreement
4. Invoice Template
5. Independent Contractor Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Intuit Quicken Specialist 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 Intuit Quicken Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Expense Tracking Calendar
3. Invoice Due Dates Calendar
4. Tax Filing Deadlines Calendar
5. Client Meeting Schedule Calendar
Invoice Templates
Several types of Freelance Intuit Quicken Specialist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Client Invoice
2. Expense Reimbursement Invoice
3. Hourly Billing Invoice
4. Project Completion Invoice
5. Retainer Invoice
Survey Templates
For a Freelance Intuit Quicken Specialist to get insights related to the work they do, they need to send out Freelance Intuit Quicken Specialist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Financial Needs Assessment Survey
3. Budgeting Habits Survey
4. Investment Preferences Survey
5. Quicken Software Feedback Survey
Meeting Agendas
Having premade Freelance Intuit Quicken Specialist 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 Performance Evaluation Meeting
Budget Templates
To manage finances well, a Freelance Intuit Quicken Specialist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Budget Planner
3. Savings Goal Tracker
4. Debt Repayment Plan
5. Financial Summary Report
Dashboards
Dashboards are a useful way for a Freelance Intuit Quicken Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Financial Performance Dashboard
2. Budgeting and Forecasting Dashboard
3. Cash Flow Management Dashboard
4. Expense Tracking Dashboard
5. Tax Planning and Reporting Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Intuit Quicken Specialist 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. Budgeting and Forecasting Proposal
3. Tax Planning and Preparation Proposal
4. Bookkeeping and Payroll Services Proposal
5. QuickBooks Training 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 Intuit Quicken Specialist 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.