Accounting Firm Template

Free workspace template

Use this template to organize your accounting work for clients, all in one place:

Key resources

Staying organized means you’ll always be ready to answer your clients’ questions. Add key resources to a workspace so you have what you need whenever they call: time tracking, services contract, CRM record, and of course, completed deliverables.

Sent by client

Your business and financial guidance is only as strong as the data it’s based on. Workspaces are the perfect place to organize and access that background information. Add income tax statements, past balance sheets, business plans, and other documents shared by your client.

Client projects

At different times of the year, you might be focused on accounting and payroll, budgets, taxes—or all three at the same time. Use a workspace to separate work by client and project, so you’re always up to date.

With this accounting template, you get:

  • A dedicated workspace to organize accounting work for clients.
  • The ability to customize workspaces for each client (and duplicate them, if you prefer).
  • The option to share with clients or team members.

Use with your favorite cloud apps:

Accounting Firm Clients
Key Resources
Client Deliverables
Google Drive Folder
Client Time Tracking
Harvest Project
Services Contract
OneDrive Word Document
Monthly Meeting
Zoom Meeting
Client Details
Salesforce Account
Sent by Client
Income Tax Statements
Dropbox Folder
Past P&L Statements & Balance Sheets
OneDrive Folder
Accounting & Payroll
Monthly Financial Forecast
PowerPoint Presentation
Payroll Login - MyADP
Webpage
Automated Client Invoices | Xero
Webpage
Budget
Annual Budget - QuickBooks
Webpage
Quarterly Spending Plan - QuickBooks
Webpage
Taxes
Financial Statements
Dropbox Folder
Business Expenses - QuickBooks
Webpage
Previous Tax Returns
Google Drive Folder