PROFESSIONAL ORGANIZER'S BOOKKEEPING TOOLKIT

FORM SAMPLE


FORM SAMPLE

If you want to succeed at running a Professional Organizing company, you need to have the right tools -- and that includes practical financial tools like invoices, quote sheets, pricing plans, budgets, and tracking forms. But you don't have to worry about creating everything from scratch, because I've put together the perfect bookkeeping "jump-start" kit.

This kit includes 33 pages of forms, templates, and sample documents designed specifically for Professional Organizers. Each one is fully customizable -- no password-protected PDFs, no read-only files, no re-creating the wheel. Edit any word or clause to suit your needs and preferences. Change the font or margins, if you like. There is dedicated space on every public document for your logo and company information. And fill-in-the-blank spots let you know where you need to make a business policy decision. You will find yourself using these documents over and over again in the financial side of running your business:

• Invoice Template For Hourly/Daily Jobs
• Quote Form For Per-Project Jobs
• Invoice Template For Per-Project Jobs
• Hourly Tracking For Per-Project Jobs
• Pricing Calculator
• Pricing Chart For Hourly Rates
• Pricing Chart For Shopping Fees
• Pricing Chart For Travel Fees
• Supply Shopping List
• W-9 Form
• Simple Expense Tracking Form
• Simple Income Tracking Form
• Annual P&L Form / Balance Sheet
• Annual Business Budget
• Financial Projection Form