Online Templates for Accounting Practice Manager

Accounting Practice Manager Templates

Are you in the Accounting Practice Manager role and looking for Finance template examples to download? Whether you’re looking for Google Docs templates, Word templates, Notion templates, Airtable templates or even spreadsheet templates for Finance, you’re in the right place. We build powerful online templates for Accounting Practice Managers like you so you can save time and money each day. If you’re looking for one of the below templates or would like to discuss having a custom set of sample Finance templates created, get in touch to discuss.

Accounting Practice Manager Template Examples

1. Financial Statement Template: This template is used to prepare monthly financial statements, such as the income statement, balance sheet, and cash flow statement. It includes sections to input revenue, expenses, assets, liabilities, and equity. The layout typically consists of a header with the company name and period covered, followed by separate sections for each financial statement, displaying the relevant figures and calculations.

2. Budget Template: The budget template is essential for planning and tracking the company’s financial goals. It allows the accounting practice manager to input projected revenues and expenses for the month, compare them to actual figures, and analyze any variances. The layout typically includes columns for budgeted amounts, actual amounts, and variances, along with a summary section highlighting key metrics and variances.

3. Accounts Payable Template: This template helps manage the company’s outstanding bills and payments to suppliers and vendors. It includes sections to input invoice details, due dates, payment amounts, and payment status. The layout usually consists of columns for vendor name, invoice number, due date, amount, and a checkbox to mark payments as completed.

4. Accounts Receivable Template: The accounts receivable template is used to track customer invoices and payments. It includes sections to input customer details, invoice dates, due dates, amounts, and payment status. The layout typically includes columns for customer name, invoice number, due date, amount, and a checkbox to mark invoices as paid.

5. Payroll Template: This template is crucial for managing employee salaries, deductions, and tax withholdings. It includes sections to input employee details, hours worked, pay rates, and deductions. The layout usually consists of columns for employee name, hours worked, pay rate, gross pay, deductions, and net pay.

6. Expense Report Template: The expense report template is used to track and reimburse employee expenses incurred during business activities. It includes sections to input expense details, dates, amounts, and supporting documentation. The layout typically includes columns for expense type, date, description, amount, and a section for attaching receipts or invoices.

7. Tax Filing Template: This template is used to prepare and file monthly tax returns, ensuring compliance with tax regulations. It includes sections to input income details, deductions, and tax calculations. The layout usually consists of separate sections for different tax categories, such as income tax, sales tax, or payroll tax, displaying the relevant figures and calculations