Looking for Freelance Small Business Bookkeeper Templates to download? See the main templates that a Freelance Small Business Bookkeeper would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Freelance Small Business Bookkeeper role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Freelance Small Business Bookkeeper. 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 Template
2. Balance Sheet Template
3. Cash Flow Statement Template
4. General Ledger Template
5. Accounts Payable Template
6. Accounts Receivable Template
7. Expense Report Template
8. Payroll Template
9. Budget Template
10. Financial Analysis Template
Reports are often prepared by a Freelance Small Business Bookkeeper 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. Bank Reconciliation Report
7. Sales Report
8. Expense Report
9. Budget Variance Report
10. Tax 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 Small Business Bookkeeper does and how they do it.
1. Client Onboarding SOP
2. Accounts Payable SOP
3. Accounts Receivable SOP
4. Bank Reconciliation SOP
5. Financial Reporting SOP
6. Payroll Processing SOP
7. Tax Preparation SOP
8. Expense Tracking SOP
9. Month-End Closing SOP
10. Financial Analysis SOP
Freelance Small Business Bookkeeper 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 Report Template
2. Budget Analysis Presentation Template
3. Cash Flow Projection Template
4. Tax Preparation Presentation Template
5. Financial Statement Template
There are several key times when a Freelance Small Business Bookkeeper 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 for a Freelance Small Business Bookkeeper 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. Emergency Evacuation Plan Template
4. Workplace Inspection Checklist Template
5. Health and Safety Training Attendance Record Template
Setting up Freelance Small Business Bookkeeper 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. Payroll Calendar
5. Tax Filing Calendar
Several types of Freelance Small Business Bookkeeper invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Sales Invoice
2. Accounts Receivable Invoice
3. Accounts Payable Invoice
4. Expense Invoice
5. Payroll Invoice
For a Freelance Small Business Bookkeeper to get insights related to the work they do, they need to send out Freelance Small Business Bookkeeper surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Monthly Financial Health Survey
2. Client Satisfaction Survey
3. Expense Tracking Survey
4. Tax Preparation Feedback Survey
5. Bookkeeping Process Improvement Survey
Having premade Freelance Small Business Bookkeeper 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 Invoicing Meeting
5. Business Expense Analysis Meeting
To manage finances well, a Freelance Small Business Bookkeeper 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. Profit and Loss Budget Template
4. Balance Sheet Budget Template
5. Budget Variance Analysis Template
Dashboards are a useful way for a Freelance Small Business Bookkeeper 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 Management Dashboard
3. Expense Tracking Dashboard
4. Profitability Analysis Dashboard
5. Budget Monitoring Dashboard
For bidding or requesting work, a Freelance Small Business Bookkeeper 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. Budgeting and Forecasting Proposal
3. Tax Preparation and Filing Proposal
4. Payroll Processing Proposal
5. Accounts Receivable and Accounts Payable Proposal
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 Small Business Bookkeeper 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.
