Our platform has all the tools you need to do your accounting yourself.
Our platform has all the tools you need to do your accounting yourself.
Our platform has all the tools you need to do your accounting yourself.
Our platform has all the tools you need to do your accounting yourself.
Dear Sir/Madam,
I need some advice. As a self-employed person just starting out, I would like to draw up a financial plan with income and expenses. This will enable me to draw up a concrete price quotation that can be signed by the customer (a kind of contract). This will enable me to make a profit.
Kind regards,
Audrey
You can simply draw up your financial plan in Excel (or a free open source version such as OpenOffice Calc or Libre Office Calc). You just need to list all your expected costs and group them according to cost category (including your depreciations for investments). Under income, you then list all the individual services and items you offer, the unit price and the expected amount.
To draw up a concrete price quotation, I do the next:
state the full name and address details (and vAT number if it is a company)
give the quotation a unique serial number per year (according to a fixed pattern)
state the quotation date and until when it is valid</
state your company details (including your vAT number) and, if you are exempted from VAT, the comment "Small business subject to VAT exemption. VAT not applicable")
For each service and/or item you offer in the quotation, list the next:</
the description
the amount
the unit price
the VAT category
any discount
the total excl. VAT if it is going to a company or incl. VAT if it is going to a private person</At the bottom, add up the total for everything (excluding VAT, total VAT and incl. VAT) (this sum must be equal to the vAT under your items table).
Add specifically conditions (only applicable to this quotation) below the prices and vAT tables.
Put your name below that and leave white space to add your signature.
Start a new page with (everything between "" and in italic must be copied, the rest is explanation) (preferably in bold) "For approval" and below that the text:
"The undersigned (full name) ....................................
position (showing that you are authorised) ..................................
agrees to quotation (add quotation number) ..................
From the next items ticked in the column OK in the table below:"
Below this is a table with a list of the various services and items you offer in the quotation, with a tick box in the first column (OK), the description in the second column (Services/item) the description, in the third column the unit price, in the fourth column the amount, and in the fifth column the price excl. VAT (for companies) or price incl. VAT for private persons. You fill in the unit prices yourself. Leave the amount and price (excl. VAT or incl. VAT) columns blank or just put a € symbol in them. Place a total field below (incl. VAT for private individuals, excl. VAT for companies) but leave it blank (or just put a € symbol in it).Below that, enter the text: "Date: ................
Signature:" and next to it "Stamp" (the latter only if your quotation is addressed to a company).
Below that, add two rectangular boxes in which your customer can place his/her signature and stamp.Add your general terms and Conditions (these state, among other things, provisions on price changes, payments and advances, complaints, termination and cancellation, delivery times, liability, jurisdiction clause, reference, insurance, additional work and changes, late payment, default interest, administration costs, cancellation costs).
Print your entire quotation as a pDF document. Edit the pDF by inserting a signature field after the terms and conditions that specifically mention your name so that you can sign the quotation with your eID card (or ItsMe).
Create a second signature field from the rectangular frame on the For approval page so that your customer can also sign the pDF.You then email the quotation to your customer and question them to tick the items they have ordered on the For approval page, fill in the amounts and totals per line, and fill in the total and sign (+ possibly add a stamp). If the customer sends the quotation within the validity period of the quotation, they are contractually bound to accept the delivery of the services or items at the agreed price.
You really should try it out for yourself. Even if you don’t have a company number yet, you can already go ahead.
