Free Template · Accounting & Finance
Accounting SOP Template Pack
Skeleton SOPs for accounts payable, accounts receivable, month-end close, and expense/reimbursement — assign an owner and cadence to each.
What's inside
- Accounts payable SOP
- Accounts receivable SOP
- Month-end close SOP
- Expense & reimbursement SOP
Format: PDF · 1 page · Free to use and adapt.
Download this template — free
Enter your details and we'll start your download and email you the link.
No spam. We'll occasionally share relevant remote-staffing tips — unsubscribe anytime.
Preview
Inside the template: Accounts Payable SOP
Use these outlines as the skeleton for your written SOPs. Each should name an owner and a cadence.
Accounts Payable SOP
- Receive & verify invoice → match to PO/approval → enter → schedule payment → reconcile
The full PDF continues with: Accounts Receivable SOP · Month-End Close SOP · Expense & Reimbursement SOP.
How to use it
Three steps
- Download the PDF (email-gated, free) and open it alongside the process or agreement you already have.
- Read the sections in order (it opens with "Accounts Payable SOP"); adapt the wording to your systems and jurisdiction, and mark anything your counsel or compliance officer must confirm.
- Share the adapted version with whoever will use it and revisit it after the first month — most teams trim it once the habit sticks.
Need the person, not just the template?
Hire an AP/AR specialist →Dedicated AP and AR specialists who run these SOPs — from $6/hour.
Accounting SOP Template Pack — FAQs
Skeleton SOPs for accounts payable, accounts receivable, month-end close, and expense/reimbursement — assign an owner and cadence to each. It is organised into 4 sections — Accounts Payable SOP; Accounts Receivable SOP; Month-End Close SOP; Expense & Reimbursement SOP — and covers Accounts payable SOP, Accounts receivable SOP, Month-end close SOP, Expense & reimbursement SOP. Format: PDF, one page, free to use and adapt.
Business owners, controllers and bookkeepers running or outsourcing bookkeeping, month-end close and reporting — from solo operators to multi-entity finance teams.
Yes. It is free — we ask for a work email so we can send the download link. It ships as a PDF you can print or copy into your own document; adapt it freely for internal use. It is provided for planning and is not legal, financial, tax or compliance advice.
It is system-agnostic — QuickBooks Online, Xero, NetSuite, Sage or spreadsheets. Zedtreeo's remote bookkeepers and accountants work inside whichever ledger you already run.
Need the People, Not Just the Template?
Zedtreeo places pre-vetted remote staff from $1,056/month with a free 5-day trial — replacement at no cost, no contracts.