Freelance Quickbooks Consultant Templates

Looking for Freelance Quickbooks Consultant Templates to download? See the main templates that a Freelance Quickbooks Consultant would use in their day-to-day work.

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Freelance Quickbooks Consultant Templates

There is a huge number of templates that someone in the Freelance Quickbooks Consultant 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 Quickbooks Consultant. 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 Statement
2. Profit and Loss Statement
3. Balance Sheet
4. Cash Flow Statement
5. Budget Template
6. Invoice Template
7. Expense Report Template
8. Timesheet Template
9. Sales Forecast Template
10. Tax Preparation Template


Reports are often prepared by a Freelance Quickbooks Consultant 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. General Ledger Report
7. Sales by Customer Report
8. Expense by Vendor Report
9. Bank Reconciliation Report
10. Payroll Summary Report


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 Quickbooks Consultant does and how they do it.

1. Client Onboarding SOP
2. Financial Statement Preparation SOP
3. Accounts Payable SOP
4. Accounts Receivable SOP
5. Bank Reconciliation SOP
6. Payroll Processing SOP
7. Sales Tax Reporting SOP
8. Month-End Closing SOP
9. Budgeting and Forecasting SOP
10. Quickbooks Troubleshooting SOP


Freelance Quickbooks Consultant 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. Cash Flow Management
4. Tax Planning and Compliance
5. Quickbooks Training and Implementation

Legal Docs

There are several key times when a Freelance Quickbooks Consultant 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. Independent Contractor Agreement
4. Confidentiality Agreement
5. Statement of Work (SOW)

Health & Safety Templates

Health & Safety templates for a Freelance Quickbooks Consultant 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


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

1. Monthly Task Calendar
2. Client Meeting Calendar
3. Invoice Due Dates Calendar
4. Expense Tracking Calendar
5. Tax Filing Deadlines Calendar

Invoice Templates

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

1. Monthly Consulting Services Invoice
2. Quickbooks Training Invoice
3. Financial Analysis Invoice
4. Bookkeeping Services Invoice
5. Tax Preparation Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Financial Needs Assessment Survey
3. Quickbooks Training Evaluation Survey
4. Accounting Software Preference Survey
5. Financial Reporting Feedback Survey

Meeting Agendas

Having premade Freelance Quickbooks Consultant 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. Quickbooks Training Meeting

Budget Templates

To manage finances well, a Freelance Quickbooks Consultant 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 are a useful way for a Freelance Quickbooks Consultant 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. Profitability Metrics Dashboard
4. Accounts Receivable Dashboard
5. Expense Tracking Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Quickbooks Consultant 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. Quickbooks Training and Implementation Proposal
3. Bookkeeping Services Proposal
4. Tax Preparation and Planning Proposal
5. Quickbooks Troubleshooting and Support 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 Quickbooks Consultant 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.

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