Templates · free
Free templates for accounting firms
Practical documents you can read here in full and download as editable Word documents and Excel workbooks: the policies, checklists and calculators a modern practice runs on, written by The Firm.
- Free · Word AI policy template for accounting firms A complete, editable AI policy for accounting and bookkeeping firms: approved tools register, client data rules, review, client disclosure, incidents and sign-off. Read it and download →
- Free · Word Client AI data checklist: what can go into an AI tool What client data may go into an AI tool, what must be stripped first and what never goes in, with the Australian, UK and US obligations behind it. Read it and download →
- Free · Word Month-end close checklist for bookkeepers and accounting firms A five-working-day month-end close for client files: cash, receivables, payables, payroll, GST, VAT and sales tax, adjustments, review and lock. Read it and download →
- Free · Word Client onboarding checklist for accounting firms Every step from yes to a settled client: engagement letter, identity and AML checks, prior accountant clearance, tax authority authorities, software access and the first 90 days, labelled by country. Read it and download →
- Free · Word Engagement letter template for accountants A structured engagement letter with placeholders: parties, scope, out of scope, responsibilities, fees, limitation, confidentiality and data, AI use, termination and governing law, with notes on what each professional body expects. Read it and download →
- Free · Word AML risk assessment template for accounting practices A firm-wide money laundering risk assessment, a client risk assessment form, red flags and a policy outline for accounting practices, with notes on the regime in Australia, the UK, New Zealand, Canada, South Africa and the US. Read it and download →
- Free · Word Business plan template for an accounting firm A business plan for starting or resetting an accounting or bookkeeping practice: niche, market, pricing method, capacity and team, tech stack, marketing, financials built from formulas, risks and milestones. Read it and download →
- Free · Word Tax organizer template for US CPA firms For US firms: the organizer you send individual clients before tax season, covering personal details, life changes, income, deductions and credits, estimated payments and a documents checklist. Read it and download →
- Free · Word First hire role scorecard for accounting firms Write your first role around outcomes, not tasks: what the person owns, how you will know it is done well, who reviews it, how you score candidates and the first 90 days. Read it and download →
- Free · Word Website brief template for accounting firms The decisions only the firm can make, on paper before the build starts: who the site is for, what it sells, how you charge, the URLs to keep, the compliance lines and who holds the logins. Read it and download →
- Free · Word AI client data rule sheet: five tiers, four kinds of tool, one page One page a junior can apply in five seconds: your client data in five tiers, your AI tools in four kinds, the map of what may go where, and the rules everyone signs. Read it and download →
- Free · Word AI tax work review checklist and file note The 12 checks a reviewer runs on AI-drafted tax work before it reaches a client, the three tiers of work AI may draft, and the five-field file note that records it. Read it and download →
- Free · Word Client disengagement letter template for accountants How to end a client relationship on paper: three disengagement letters to edit (ending the engagement, unpaid fees, confirming a client is leaving), the decision record, the rules on records and fees, and the authorities to close. Read it and download →
- Free · Word Practice dashboard spec: three numbers and a starter prompt Define WIP, lockup days and jobs overdue before anyone builds a tile, then connect read-only, reconcile against Xero Practice Manager, and refresh on a named day. Read it and download →
- Free · Word AI tool scoping canvas: scope your first internal AI tool One canvas to fill in before anyone builds: the outcome, the data and where it lives, the five DRAFT questions, the smallest version worth building and what it needs before the team uses it. Read it and download →
- Free · Word Claude Cowork rollout checklist for accounting firms Set up Claude Cowork without handing an agent your client files on day one: the plan and data questions, a dedicated folder, connectors in order, five first jobs and an eight-week rollout. Read it and download →
- Free · Excel Accounting firm fee calculator An Excel workbook that works out what an hour of your capacity costs, prices each service from it, and plans a price rise client by client. Read it and download →
- Free · Excel Accounting firm KPI tracker An Excel workbook with the KPI definitions, a 12-month input sheet and the calculated KPIs: revenue per FTE, lockup days, write-off % and utilisation. Read it and download →
- Free · Excel First hire affordability calculator An Excel workbook that adds up the full cost of a first hire, the revenue it unlocks, and the month it pays for itself. Read it and download →
- Free · Excel 30-day AI training plan tracker An Excel tracker for the 30-day AI training plan: each stage with an owner and status, every person week by week, the firm tasks and the week-four review. Read it and download →
- Free · Excel Junior accountant pathway tracker An Excel tracker for the 12-month junior pathway: four rotations, each skill against each month on the sign-off ladder, and the capability measures. Read it and download →
- Free · Excel Content calendar for accounting firms A 13-week Excel content calendar built around the questions clients ask: channel, topic, the question each piece answers, owner and status. Read it and download →
- Free · Excel Capacity planning template for accounting firms An Excel workbook that works out each person’s client hours a month, takes the work you have booked, and shows six months of headroom per person and for the firm. Read it and download →
- Free · Excel Accounting and bookkeeping services price list template An Excel workbook that turns your services into a price list: what each includes and excludes, how it is billed, a floor from your own hours, your price, and a client-ready menu. Read it and download →
- Free · Excel WIP and debtors tracker for accounting firms An Excel workbook that ages unbilled work and unpaid invoices client by client, records the next step for each, and summarises both by age. Read it and download →
- Free · Word Accountant and bookkeeper job description templates Five editable job descriptions for an accounting or bookkeeping firm, each with the purpose of the role, duties, what the person brings and what good looks like at 90 days, plus interview questions. Read it and download →
- Free · Word Fee increase letter template for accountants Three editable fee increase letters for accounting and bookkeeping firms (annual review, change of scope, minimum fee), the checks to make before you send them, and answers to the questions clients ask. Read it and download →
- Free · Word WISP template for tax and accounting firms An editable written information security plan for US tax preparers and accounting firms: Qualified Individual, risk assessment, data inventory, safeguards, vendors, incident response and sign-off. Read it and download →
- Free · Word Professional clearance letter template for accountants The letters for changing accountants: the client’s authority, the new accountant’s clearance request, the previous accountant’s reply (with and without matters to raise) and the handover information list. Read it and download →
- Free · Word Succession plan template for accounting firms An editable succession plan for an accounting or bookkeeping firm owner: the exit options side by side, the firm today, key-person risks, the successor plan, client transition and the plan if you cannot work tomorrow. Read it and download →
- Free · Word BAS preparation checklist for bookkeepers and accountants An editable checklist for preparing a client’s business activity statement in Australia: set-up, reconciliations, GST on sales and purchases, adjustments, PAYG withholding and instalments, review, client approval and lodgment. Read it and download →
- Free · Word AI vendor security questionnaire The questions to send any AI vendor before client data goes near it: where data is stored and processed, training, retention, subprocessors, certifications, connectors, and a record of your decision. Read it and download →
- Free · Word AI incident response plan: the first 72 hours Who does what when client data goes into the wrong AI tool, a connector misbehaves or an AI scam lands: the first hour, the first day, by 72 hours, and an incident log. Read it and download →
Working out where AI fits first? Start with our guide, AI for accountants and bookkeepers: what actually works.