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Jodi Granok, CPO®, MSW Certified Professional Organizer®
Clear the clutter, find your focus.®
Organizing Magic, LLC® is a St. Louis, MO company organizing homes, offices, and lives for overwhelmed and neurodivergent people, especially those challenged by ADHD. Est. 2008.
jodi@organizingmagic.com (314) 504-8857
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Income and Expenses Spreadsheet for Professional Organizers

Take the guesswork out of bookkeeping with an Excel spreadsheet created specifically for Professional Organizers.
Professional Organizers: You love helping clients - but bookkeeping probably isn't your favorite part of running a business. If you're tracking your finances in a generic spreadsheet or struggling with accounting software that's more complicated than you need, this spreadsheet was designed for you. The Professional Organizer's Income and Expenses Spreadsheet was created specifically for Professional Organizers, making it easy to record income, categorize expenses, and see exactly where your business is making money throughout the year. Income categories are separated to make it easier to document different types of work for BCPO certification and recertification purposes. I've personally used this spreadsheet to manage my own organizing business finances since launching Organizing Magic, LLC in 2008, and I've continually refined it based on nearly two decades of real-world experience. It has saved me countless hours and simplified my tax preparation every year. Jodi Granok, CPO®, MSW - Certified Professional Organizer®
"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 recordkeeping. 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... 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 OrganizerSimplify Your Space - Victoria, Texas

This Spreadsheet is Ideal for:

New Professional Organizers Part-time Professional Organizers Professional Organizers who are solo entrepreneurs

Designed for Professional Organizers

Unlike generic bookkeeping templates, this spreadsheet already includes categories commonly used in organizing businesses, including:
Organizing work sessionsCoachingSpeakingWorkshopsAffiliate incomeDigital productsBooksOnline coursesMileageMarketingProfessional memberships
No setup required.

What This Spreadsheet Helps You Do:

• Track income and expenses with confidence throughout the year. • Organize your finances using categories designed specifically for Professional Organizers. • Simplify tax preparation with Schedule C-friendly categories. • Spend less time bookkeeping and more time serving your clients. The spreadsheet is simple to use and includes a companion PDF guide to help you get started quickly. I've already done the hard work of creating the system, so you can spend less time managing your bookkeeping and more time doing what you love - helping clients get organized.
"Jodi's spreadsheet has been perfect for my small business. I needed a simple system to keep track of income and expenses. I am going into my 4th year using Jodi's spreadsheet and it has worked so well for me! It is easy to use, customized for professional organizers, and can be individualized further as needed. It is well worth the money! When I had questions, Jodi e-mailed me and even called to answer them right away. Great customer service. Thank you!"
Julie Starke, Professional Organizer Keys to Living Light, LLC - Annandale, MN
"When I first started my professional organizing business, I had very limited funds and being new to the business, I didn't know what program I would need to track my income and expenses. I was so happy to hear from other organizers about Organizing Magic's custom made Income and Expenses Spreadsheet specifically made for organizers to track their finances. Brilliant idea! Now that I am 5 years in to my business, this spreadsheet has fulfilled all my financial tracking needs and my accountant is very impressed. Thank you!!"
Carrie Giffin, Professional Organizer Space Organizing Solutions, LLC - Oakland Twp, MI
The Professional Organizer's Income and Expenses Spreadsheet (Spreadsheet/PDF Manual) $35
Instant Excel download with companion PDF guide.Designed specifically for Professional Organizers to simplify bookkeeping, keep business finances organized, and make tax preparation easier.
5th Edition ©2026 Organizing Magic, LLC®. All Rights Reserved.
This product includes an Excel spreadsheet and a companion PDF guide.
Copyright Notice: This product is licensed for use by the original purchaser only. Please don't forward this to others, as this violates copyright law. Disclaimer: 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 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.
"Thank you for a great template for the financial aspect of the organizing business. As a sole proprietor with limited income at the start-up of the business, it was very useful in that I did not have to hire a bookkeeper or purchase some elaborate or ineffective software to help set up my financial system. The column header descriptions made me aware of line items in the organizing business - those I would use now or in the future. It is user-friendly. It really helped during tax season."
Delores Holland, Professional Organizer Edited Places Professional Organizing Service - Nashville, TN
"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 OrganizerSimplified Living Solutions - St. Louis, MO
Calling all Professional Organizers - If you have purchased our spreadsheet and want to share a testimonial about the benefits of this product, send an e-mail to jodi@organizingmagic.com and you can be featured here!
"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, CPO®, Professional OrganizerHouston, TX
"I'm lucky to have found your spreadsheet and chose it as the one I want to use. From my experiences with it so far I can tell you that I love it! It is very easy and user friendly which I was hoping for. It's perfect for my needs and I'm so glad you created this. As a new organizer, I wouldn't have really known all the categories at the time and I'm glad I didn't have to 're-invent the wheel'. Thank you for this wonderful product!" Sue Leftwich, Professional Organizer Downers Grove, IL
"Jodi, I loved your Income and Expenses Worksheet! It was a breeze to fill in and my accountant praised it every year for ease of use. I will continue to recommend it to my fellow organizers."
Terri Closs, Professional OrganizerAs You Wish Organizing, LLC - Armada, Michigan

Complete Your Professional Organizer Toolkit: □ Income Spreadsheet □ Marketing Guide □ Statistics Spreadsheet ⭐ Save $15 with the Bundle!

Build Your Business. Then Market It Creatively.

Once you've organized the back end of your business with our spreadsheets and marketing guide, explore our CafePress store for organizing-themed greeting cards, postcards, and bags that help keep your business visible with clients, referral partners, and prospective customers. To see larger pictures of each cartoon, visit this page before jumping over to the store.
© 2008-2026 by Organizing Magic, LLC®. All Rights Reserved. | St. Louis, MO 63146 (314) 504-8857 | jodi@organizingmagic.com We support all people and welcome everyone. Contact us today, and let's get started!