Professional Organizer's Bookkeeping Toolkit

The Quickest Way To Get Your Organizing Business Off the Ground!

This kit includes 33 pages of fully-customizable bookkeeping documents designed specifically for Professional Organizers -- practical financial tools like invoices, quote sheets, pricing plans, budgets, and tracking forms.

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.

Everything You Need To Manage Your Money

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 (billing your clients doesn't have to be a hugely involved affair involving quotes and bills and other statements generated by a complicated computerized bookkeeping program -- just keep copies of this simple form in your briefcase and write one out for the client as you finish each session -- this format accommodates any hourly/daily job)

  • Quote Form For Per-Project Jobs (when charging an hourly rate, most organizers don't quote a total price for a job -- but when charging a per-project fee, you need to be able to calculate and estimate both how long it will take and what you will charge for the work, as well as guarantee that both parties agree to the terms of the quote -- this form gives you the tools to do just that, and is a very professional piece to present to a client along with your formal proposal)

  • Invoice Template For Per-Project Jobs (while most organizers bill by the day or hour, sometimes you need to be able to quote and charge for a flat rate per-project job -- this simple invoice allows you to record all of the pertinent details regarding the project, as well as keep track of deposits and timed payments)

  • Hourly Tracking For Per-Project Jobs (just because you've quoted the client a flat price and number of hours for the job doesn't mean that you're always going to hit the mark -- it's important for you to keep track of how long those per-project jobs actually take you, compared to what you quoted and charged -- this form will give you the information you need to provide more accurate quotes in the future, and guarantee that your fees adequately compensate you for your time)

  • Pricing Calculator (you may think that deciding on an hourly rate for your services is a confusing and complex process, but it doesn't have to be -- your base rate has nothing to do with what competitors are charging, your market, specialization, or even level of experience -- first and foremost, you need to know that your fee is in line with the salary you want to earn, the number of hours a year you wish to work, and your monthly expenses for running the business -- once you know where you stand with regards to those issues, you can adjust your fee to be in alignment with the "going rate" and your expertise -- this worksheet will help you do exactly that)

  • Pricing Chart For Hourly Rates (this quick reference chart will show you exactly what hourly rate you need to charge to earn any salary between $15,000 and $300,000 a year, depending on the number of billable hours per week that you want to work)

  • Pricing Chart For Shopping Fees (this quick reference chart will show you exactly how much you will earn in "extra" fees if you charge your client each time you shop for supplies -- this system approaches shopping fees from the perspective that a percentage of the amount spent is a more equitable approach than an hourly rate, easier to calculate and more fair to both the organizer and the client -- and with this chart, you can choose a rate that adequately compensates you for the additional time and effort)

  • Pricing Chart For Travel Fees (this quick reference chart will show you exactly how much you will earn in "extra" fees if you charge your client for travel beyond a certain set distance -- this system approaches travel fees from the perspective that a per-mile rate is a more equitable approach than an hourly rate, easier to calculate and more fair to both the organizer and the client -- and with this chart, you can choose a rate that adequately compensates you for the additional time and effort)

  • Supply Shopping List (part of being a good business person and a good Professional Organizer is having the right tools -- this supply list includes everything that you will need in a solopreneur business, from office equipment and supplies to basic software and technology to outfitting the toolkit that you take on appointments -- great for not only helping you make sure that you haven't forgotten anything, but also for working out a budget so you know what it all will cost you)

  • W-9 Form (if you are paid more than $600 in a year by a client, he/she must provide you with a 1099 at the end of the year -- the same is true if you pay more than $600 to any contractor or vendor you use -- this W-9 form is the official way of providing or gathering important tax ID or social security information for the creation of that 1099 -- you can get a PDF from the IRS website, but I've provided it for you here in jpeg format so it can be edited directly from your computer -- just type in your information, insert your signature as a graphics file, and save on your hard drive -- whenever someone needs your W-9, you can easily email it to them without having to print and mail each time)

  • Simple Expense Tracking Form (you may use a computerized accounting program for tracking your business expenses, but for many small businesses, that's more expense and trouble than it's worth -- this easy-to-use form allows you to track your basic categories of expenses each month and have a year-end snapshot of how much you've spent on each type of item)

  • Simple Income Tracking Form (if you're going to determine whether your business is profitable, you have to know how much money you are bringing in -- but many organizers just deposit their fees in the bank, without taking the time to tally up their monthly income -- this easy-to-use form allows you to track your basic categories of income each month and have a year-end snapshot of how much you've made on each type of service)

  • Annual P&L Form / Balance Sheet (once you have tallied your expenses and income, figuring out where your company stands financially is fairly simple -- this form makes it easy for you to identify your assets and liabilities and to see whether you came out in the black or in the red, giving you the information you need to be able to make the appropriate changes in your financial plan for the next year)

  • Annual Business Budget (some people treat business expenses differently than personal ones, just because they get a tax deduction for some or all of them -- but you need to be just as smart with your company money as with your personal checkbook -- tax deductions are no reason to spend beyond your means and go into debt -- this form offers an easy way to set up a budget for your company and make sure you are running your business finances according to those guidelines)

  • Financial Projection Form (knowing how much you made or spent in a year's time versus how much you wanted to make or spend is important -- but even more important is the ability to look at several years' worth of data and make solid projections about the future -- this form will help you analyze your company's track record and figure out where you should be in the next year, 3 years, 5 years, or 10 years if growth continues at standard rates)
Having an attorney, business coach, or assistant create all of these documents for you from scratch could easily cost you several hundred dollars -- but why pay that kind of money when it's all been done for you? Instead of wasting your precious time on administrative chores, wouldn't you rather hit the ground running and focus your attention on serving your clients? This entire kit is available for only $35, and for an even better bargain, check out the "Complete Organizer's Toolkit Combo" -- which includes the "Business Toolkit," the "Appointment Toolkit," the "Bookkeeping Toolkit," and the "Marketing Toolkit" for the discounted price of $100 (a $40 savings!)

This is a solid up-front investment in your company, one that will continue to repay you for years to come. And not only do you get to hit the ground running with a valuable arsenal of templates -- but you'll find that your business grows more quickly, you will avoid some of the unpleasant surprises your newbie colleagues experience in the first year, and you will establish your status as an organizing "expert" in no time!

About The Creator Of This Product

Professional Organizing is one of the fastest-growing industries and a great option for self-employment. Folks need help managing their time, space, and paper -- and for busy people who can't seem to do it on their own, a good Professional Organizer is worth his or her weight in gold! You can build a successful and rewarding career assisting these clients in creating order -- and my job is to jump-start your business and help you achieve success even more quickly than you would on your own!

My name is Ramona Creel, I've been a Professional Organizer since 1998, and I am a Golden Circle Member of NAPO. From the very beginning, I've seemed to have a natural instinct for what makes an organizing business successful. I did the unthinkable and actually turned a profit in my first year (and have done so every year since.) After only 6 months in business, I found myself with more clients than I could handle and raised my rates for the first time (and I continue to do so each time my business grows to a new level.) I was even awarded "Rookie Of The Year" my first year in business by my local NAPO chapter, because my company took off so quickly.

I eventually turned my love of organizing into a website called -- during the 9 years I ran the site, it won numerous national awards and grew into the largest organizing resource on the web, generating business for thousands of other organizers. Finally, I did what a lot of P.O.'s consider impossible -- I sold a successful organizing company for a healthy profit. I have since then returned to one-on-one coaching, organizing, writing, and public speaking. I'm proud to say that I have succeeded at several different business models throughout my career, both as a service provider and a product retailer -- I've sort of done it all! And I say this not to brag, but to show you that I know what I'm talking about when it comes to running an organizing company.

I have been teaching new organizers how to succeed in business for more than a decade, using these tools to educate scores of "newbies" and "veterans" alike. Being able to organize yourself is not the same thing as being able to successfully teach those skills to a client -- and just knowing how to clean out a closet or set up a filing system simply isn't enough. You must translate your talent for organization into a practical and systematic method that can be customized according to each client's needs. I will help you do just that and more -- together, we will turn your passion for order into a rewarding and self-sustaining business.

The focus is less on specific organizing methods and more on those issues related to business administration and skill development -- client relations, marketing, financial issues, legal concerns, organizing technique, developing credibility, and defining your own personal organizing philosophy. I hate to see otherwise talented organizers fail because they lack the business background to succeed as entrepreneurs -- that's why I offer the practical tools necessary to make sure that you run your business legally, that you can successfully market your services, and that you know how to deal with both difficult and routine client issues that might come up. I will teach you how to be a better business person so that you can be a better (and more professional) organizer.

I created these tools (as well as my training curriculum) because I found that most "how-to-be-an-organizer" guides involved nothing more than reading a recounting of another P.O.'s personal experiences. I discovered that organizers were more likely to succeed if they were part of an interactive process. If you choose to participate in a coaching or training program, you will be given extensive information about the topic at hand (marketing, client appointments, setting fees, contracts, etc.) -- then challenged to structure your own business policies in a way that will best accommodate your goals, lifestyle, and work preferences. This learning model lets me help you view the issues and problems of running an organizing business from your own perspective, give you guidance and feedback throughout the process, and provide and endless stream of suggestions for expanding on your ideas.

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