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Professional Organizers:
Do you have a head for organizing, but struggle with record keeping?
Are accounting software programs too grandiose for the current size of your business?
Then you need:
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The Professional Organizer's
Income and Expenses Spreadsheet
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The Professional Organizer's Income and Expenses Spreadsheet is ideal for:
- New Professional Organizers
- Part-time Professional Organizers
- Professional Organizers who have a solo entrepreneur status
This Excel-based spreadsheet allows you to easily track income and expenses for each
business year. The categories are created with a professional organizer in
mind and the template is designed to track the same categories that you will need to complete Schedule C on your Federal income tax return. There are 12 income categories and 15 expense categories, all of which are specific to how a Professional Organizer brings in money and spends money on his/her business. The
spreadsheet is simple to use, and the PDF document provides a quick reference
guide on how to track each payment source and expense.
The Professional Organizer's Income and Expenses Spreadsheet is
designed primarily for new and part-time organizers, or organizers who are
growing their business and do not want to invest in accounting software or
figure out how to make an existing product fit the parameters of our
industry. I have personally used this product since starting my
business four years ago. It has been a great time saver for me,
and simplifies preparation of taxes.
There's no need for you to spend countless hours trying to learn how to keep tabs on your record keeping! I've done the hard work for you, so you can focus your energies on the part of your business you love best - organizing!
Note: You should always consult with your tax advisor to determine the appropriate treatment of various expenses. This
spreadsheet is used with the understanding that the purchaser has basic
knowledge of Excel. Organizing Magic,
LLC does not provide tutorials on how to use Excel. While Organizing Magic has made every effort to ensure that the spreadsheet calculates correctly, it does not assume responsibility for any mathematical errors. Because the product is an instant download, the purchase price is non-refundable.
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The Professional Organizer's Income and Expenses Spreadsheet
Price: $19
This product includes both an Excel-based spreadsheet as well as a PDF document with instructions on how to use the spreadsheet effectively.
Note: This product is intended to be used
solely by the purchaser. It may not be forwarded to others, as this
violates copyright law.
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"Your spreadsheet is perfect! I recommended it to one of the new Chapter members recently. I
like it for several reasons, including:
I have never had to track expenses, so I did not even really know what
to track when I started. The spreadsheet had it all laid out for me which was a
big help.
My accountant loves it. She said it is perfect for all of the
information she needs from me. It is nice that I can email her one document for
my taxes.
- I do find the spreadsheet very user friendly, especially for someone
who can be slightly technically challenged!"
Laurie Corners, Professional Organizer
Simplified Living Solutions - St. Louis, Missouri
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"I hate math, and I hate compiling my taxes. I would think I had
everything sorted correctly, but I never did and would wind up spending
so much time entering my information. This year, Jodi's spreadsheet
made my life so much simpler, and I finished my tax return in record
time."
Janice Simon, Professional Organizer
The Clutter Princess - Houston, Texas
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"I wanted to let you know I am using your financial spreadsheet and it has
far exceeded my expectations. I started my professional organizing business in
2010 and had high hopes of using QuickBooks software for my record keeping. I
even bought the software! I'm computer literate and have a business background
so I was surprised when I found it not as easy to learn as I wanted. I even went
to my local library and checked out QuickBooks for Dummies. As I began to read
it I realized I didn't have the time to learn all that! I remember seeing that
you offered a spreadsheet for only $19! I decided to give it a try. I inputted
all data for 2010 and took it to my accountant. I told him that I had purchased
an expensive software, but hadn't learned to use it yet. He told me that
my/your spreadsheet was just fine. As long as it gave me good information about
how my business was doing then keep it up. My only regret is that I didn't find
you before I bought the other software!"
Gay Patek, Professional Organizer
Simplify Your Space - Victoria, Texas
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