Business Forms - Invoices, Bid Sheets Etc..

Discussion in 'Landscape Lighting' started by trailboss, Jan 1, 2008.

  1. trailboss

    trailboss LawnSite Member
    Posts: 204

    One of my goals for 08' is to be more organized and thorough with my paper work.
    For all of my jobs with any size I type up a proposal or final invoice in the office. But for the smaller service jobs and/or small add ons etc. I hand write some of these (currently on a generic bid sheet and generic invoice).
    I am trying to create a couple of forms that are more detailed and lighting specific that I can carry in the truck for these smaller jobs.
    Anybody created any forms that they currently use for sales invoices or bids that they would care to share? Just looking for ideas not looking to copy.
    As always - any input and/or suggestions would be greatly appreciated.
    Thanks, Steve
     
  2. Chris J

    Chris J LawnSite Silver Member
    Posts: 2,829

    I second his request. My proposals are lame and very outdated. Could you guys share some decent contracts and/or proposals? PM or Email works as well, and I will pay for the advice.
     
  3. NightScenes

    NightScenes LawnSite Silver Member
    Posts: 2,207

    Unique has a great selection of forms for lighting. Go to their site or request a CD from them.
     
  4. INTEGRA Bespoke Lighting

    INTEGRA Bespoke Lighting LawnSite Platinum Member
    Posts: 4,102

    If you dont like what you find at Unique, and you want a custom designed integrated approach to forms, cheques, letterhead, etc, check out NEBS online.

    Here I have built all my own forms simply by using MS Office templates and then customizing them. Seems to work out just fine for my biz.
     
  5. JoeyD

    JoeyD LawnSite Silver Member
    Posts: 2,933

    You can also find some good sample project forms in the back of The Landscape Lgihting resource Manual. I will see if I can get some in PDF to post up for D-Load.
     
  6. Mike M

    Mike M LawnSite Bronze Member
    from usa
    Posts: 1,941

    Chris, or anyone into this topic. I never thought I would pay for an accountant, but boy am I glad I did.

    They have great ideas, not just for "forms", but key info to put in them for tracking purposes. I am going to start requesting my own codes on distributor invoices, where the purchase order goes, such as client name and the zones I will be illuminating at the property for that particular contract.

    He will have access to my checking account and biz credit card online, and I can e-mail him my invoices and the distributor pdf invoices.

    The only thing I have to do is photocopy my check register and drop it off once a month.

    Also, he showed me how to write extra info on the deposit slips, since the banks photocopy them and provide that online, along with your cancelled checks. On those deposit slips, I write my customer name and zone info, like on the invoice P.O., and I include license juristiction.

    This guy has forms for licensed contractors (when using EC's etc.) and will help organize, summarize, and analyze revenue, expense trends, etc.

    I feel like I finally am getting my crap together.

    My strong recommendation if anyone is looking in to getting a CPA, is get one with like 25 years experience, and one that knows how to work with contractors.

    This guy is awesome, he sits in front of three 17" computer screens crunching numbers and managing data. He loves what he does, and he wants to help business not only be organized, but to manage their information for growth.

    Mike
     
  7. Lite4

    Lite4 LawnSite Gold Member
    Posts: 3,109

    Hey Mike, I hear what you are saying about CPAs. I am going to get my poop in a group, and get a good one this year. Should simplify things a lot.
     
  8. Mike M

    Mike M LawnSite Bronze Member
    from usa
    Posts: 1,941

    Go Tim. I'm 43, always did my own investing, taxes, schedule C's, etc. Rationalized to myself it was to save money and I was too smart for a CPA, etc. Now I feel like I have a major weight off my back and someone to offer an objective analysis. His payroll was already paid for. The coolest thing is he is so totally into his stuff, and wants me to succeed as his client, not just pay my taxes on time.

    PM me for more about finding the right person for the job, it really matters.
     
  9. Lite4

    Lite4 LawnSite Gold Member
    Posts: 3,109

    Well I know my strengths, and bookeeping is not one of them. As far as I am concerned these people can be worth their weight in gold.
     
  10. Chris J

    Chris J LawnSite Silver Member
    Posts: 2,829

    Mike, I'm on the opposite end of this spectrum. I've never been real good at forms, taxes, schedule C's, etc., so I've always utilized a CPA. I found out a long time ago that a CPA can save you more money that he/she costs in fees.
    From reading your post, however, my CPA isn't as good as yours! I've never thought to look to her for guidance on these things, and she's never offered. Sounds like I need to ask your CPA for a reference here in Jax? Can you do it for me?
    By the way, when would you like to set up that consultation for your double-wide?
     

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