Freelance Virtual Bookkeeper Templates

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

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Freelance Virtual Bookkeeper Templates

There is a huge number of templates that someone in the Freelance Virtual Bookkeeper 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 Virtual 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. Monthly Financial Statement
2. Profit and Loss Statement
3. Balance Sheet
4. Cash Flow Statement
5. Accounts Payable Aging Report
6. Accounts Receivable Aging Report
7. Bank Reconciliation Statement
8. General Ledger
9. Expense Report
10. Budget Forecast


Reports are often prepared by a Freelance Virtual 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. Payroll Report
10. Tax 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 Virtual Bookkeeper does and how they do it.

1. Client Onboarding SOP
2. Invoice Creation SOP
3. Expense Tracking SOP
4. Bank Reconciliation SOP
5. Financial Reporting SOP
6. Accounts Payable SOP
7. Accounts Receivable SOP
8. Payroll Processing SOP
9. Tax Preparation SOP
10. Month-End Closing SOP


Freelance Virtual 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 Template
3. Cash Flow Projection Template
4. Expense Tracking Template
5. Profit and Loss Statement Template

Legal Docs

There are several key times when a Freelance Virtual 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. Invoice Template
2. Expense Report Template
3. Payroll Template
4. Financial Statement Template
5. Tax Return Template

Health & Safety Templates

Health & Safety templates for a Freelance Virtual 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. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template


Setting up Freelance Virtual 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

Invoice Templates

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

1. Monthly Bookkeeping Services Invoice
2. Accounts Payable Invoice
3. Accounts Receivable Invoice
4. Payroll Services Invoice
5. Financial Statement Preparation Invoice

Survey Templates

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

1. Monthly Client Satisfaction Survey
2. Monthly Expense Tracking Survey
3. Monthly Invoice Accuracy Survey
4. Monthly Time Management Survey
5. Monthly Communication Effectiveness Survey

Meeting Agendas

Having premade Freelance Virtual 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. Client Onboarding Meeting
4. Accounts Payable Meeting
5. Accounts Receivable Meeting

Budget Templates

To manage finances well, a Freelance Virtual Bookkeeper 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. Cash Flow Statement
4. Profit and Loss Statement
5. Balance Sheet


Dashboards are a useful way for a Freelance Virtual 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. Accounts Receivable Dashboard
5. Accounts Payable Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Virtual 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 Report Proposal
2. Budget Planning Proposal
3. Tax Preparation Proposal
4. Bookkeeping Services Proposal
5. Financial Analysis 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 Virtual 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.

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