Junior Accountant Templates

Junior Accountant Templates

There is a huge number of templates that someone in the Junior Accountant 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 Junior Accountant. 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. General Ledger
3. Accounts Payable Aging Report
4. Accounts Receivable Aging Report
5. Cash Flow Statement
6. Budget vs. Actual Report
7. Bank Reconciliation
8. Expense Report
9. Payroll Register
10. Tax Return

Reports

Reports are often prepared by a Junior Accountant 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. Trial Balance Report
8. Sales Report
9. Expense Report
10. Budget Variance 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 Junior Accountant does and how they do it.

1. Monthly Financial Statement Preparation
2. Accounts Payable Processing
3. Accounts Receivable Management
4. Bank Reconciliation
5. Payroll Processing
6. Fixed Asset Management
7. Expense Report Processing
8. General Ledger Reconciliation
9. Tax Preparation and Filing
10. Financial Analysis and Reporting

Presentations

Junior Accountant 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 Compliance and Reporting
4. Audit Findings and Recommendations
5. Client Financial Statements

Legal Docs

There are several key times when a Junior Accountant 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

Health & Safety templates for a Junior Accountant 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. Workplace Inspection Checklist Template

Calendars

Setting up Junior Accountant calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Budget Calendar
2. Payroll Calendar
3. Accounts Receivable Calendar
4. Accounts Payable Calendar
5. Financial Reporting Calendar

Invoice Templates

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

1. Sales Invoice
2. Purchase Invoice
3. Expense Invoice
4. Credit Memo Invoice
5. Payment Reminder Invoice

Survey Templates

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

1. Monthly Financial Performance Survey
2. Client Satisfaction Survey
3. Employee Engagement Survey
4. Expense Tracking Survey
5. Audit Compliance Survey

Meeting Agendas

Having premade Junior Accountant 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. Accounts Receivable Meeting
4. Accounts Payable Meeting
5. Tax Compliance Meeting

Budget Templates

To manage finances well, a Junior Accountant would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income Statement Budget Template
3. Cash Flow Budget Template
4. Departmental Budget Template
5. Capital Expenditure Budget Template

Dashboards

Dashboards are a useful way for a Junior Accountant to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Financial Performance Dashboard
2. Accounts Receivable Dashboard
3. Accounts Payable Dashboard
4. Budget vs Actuals Dashboard
5. Cash Flow Dashboard

Proposal Templates

For bidding or requesting work, a Junior Accountant 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. Budget Analysis Proposal
3. Tax Planning Proposal
4. Audit Preparation Proposal
5. Cost Reduction 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 Junior Accountant 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.