Letterhead, fax cover sheets, timelogs, contracts, acceptance forms, closing paperwork....there are alot of forms and documents used in operating a business. If you find yourself filling out the same forms over and over, or filling out multiple forms that need alot of the same information, we can simplify this for you.

We can create the forms & documents you need in a format that allows you to either:

• print them out to be filled in by hand,
• fill in the data, then print out the completed form,
• fill in the data once and have it appear on multiple forms and perform calculations on each (see below),
  
• just click on a customer name, click on a form/letter name, & print (again, see below)
  OR,
• post them online or send to others so they can fill them out for you (easiest way possible).

Click, click
We can set up forms or letters to print directly from QuickBooks that will automatically fill in all kinds of customer information (name, address, height, type of car, skin type, favorite color - whatever you deal with in your industry). You'll be able to fill out the form just by choosing the customer name and the template. Not only will it be faster for you, but the chance of typo's is nil! And if needed, there can also be fields available to enter additional data.

Enter once, fill in many:
If you have multiple forms to fill out for each customer, or each project, closing, etc., we can set them all up in one Excel file so you enter each piece of information only once and it calculates and/or fills in on each and every form. For example, if you are doing a closing and there are five different forms that will each need the buyers name, sellers name, description of the vessel - you will need to enter this information only once and it will fill in on all five forms. Also, the calculations for sales tax & commissions based on sales price will calculate & fill in the blanks on every form, from one entry of the sales price!