Freelance Wave Accounting Specialist Templates
There is a huge number of templates that someone in the Freelance Wave Accounting 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 Wave Accounting 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 Statement
2. Income Statement
3. Balance Sheet
4. Cash Flow Statement
5. Accounts Payable Aging Report
6. Accounts Receivable Aging Report
7. General Ledger
8. Expense Report
9. Budget Template
10. Invoice Template
Reports
Reports are often prepared by a Freelance Wave Accounting 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. 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. Tax Report
10. Financial Analysis 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 Wave Accounting Specialist 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. Payroll Processing SOP
7. Tax Preparation SOP
8. Accounts Receivable SOP
9. Accounts Payable SOP
10. Month-End Closing SOP
Presentations
Freelance Wave Accounting 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. Monthly Financial Report Template
2. Budget Analysis Template
3. Cash Flow Projection Template
4. Expense Tracking Template
5. Tax Preparation Template
Legal Docs
There are several key times when a Freelance Wave Accounting 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. Invoice Template
2. Expense Report Template
3. Purchase Order Template
4. Timesheet Template
5. Contract Template
Health & Safety Templates
Health & Safety templates for a Freelance Wave Accounting Specialist ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Monthly Health and Safety Inspection Checklist
2. Incident Report Form
3. Emergency Evacuation Plan
4. Personal Protective Equipment (PPE) Assessment Form
5. Health and Safety Training Attendance Record
Calendars
Setting up Freelance Wave Accounting Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Task Calendar
2. Client Billing Calendar
3. Expense Tracking Calendar
4. Tax Filing Calendar
5. Project Deadline Calendar
Invoice Templates
Several types of Freelance Wave Accounting 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 Wave Accounting Specialist to get insights related to the work they do, they need to send out Freelance Wave Accounting Specialist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Monthly Client Satisfaction Survey
2. Quarterly Financial Reporting Survey
3. Annual Tax Preparation Survey
4. Bi-Monthly Bookkeeping Efficiency Survey
5. Year-End Financial Analysis Survey
Meeting Agendas
Having premade Freelance Wave Accounting 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. Year-End Financial Analysis Meeting
Budget Templates
To manage finances well, a Freelance Wave Accounting Specialist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Invoicing Template
3. Project Budget Template
4. Tax Preparation Worksheet
5. Annual Financial Summary Template
Dashboards
Dashboards are a useful way for a Freelance Wave Accounting Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Income Statement Dashboard
2. Balance Sheet Dashboard
3. Cash Flow Statement Dashboard
4. Accounts Receivable Dashboard
5. Accounts Payable Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Wave Accounting 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 Bookkeeping Proposal
2. Financial Reporting Proposal
3. Tax Preparation Proposal
4. Payroll Management Proposal
5. Budgeting and Forecasting 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 Wave Accounting 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.