"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
Income and Expenses Spreadsheet
for Professional Organizers
"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!!"
"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
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!"
"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
Sue Leftwich, Professional Organizer Downers Grove, IL
"Jodi's spreadsheet has been perfect for my
small business. I needed a simple system to
keep track of income and expenses. When I
had questions, Jodi e-mailed me and even
called to answer them right away. Great
customer service. Thank you!"
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?
The Professional Organizer's Income and Expenses Spreadsheet is designed primarily for new and part-time
residential 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 in 2008. It is a great time saver for me, and simplifies
preparation of taxes.
Jodi Granok, MSW - Professional Organizer
This 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 residential Professional Organizer in mind.
There are 15 income categories and 18 expense categories, all of which are specific to how a Professional Organizer
brings in money and spends money on his/her business.
The template is designed to track the same categories that you will need to complete a Schedule C form on your
The spreadsheet is simple to use, and the PDF document provides a quick reference guide on how to track each
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!
The Professional Organizer's Income and Expenses Spreadsheet
3rd Edition ©2014 Organizing Magic, LLC®. All Rights Reserved.
This product includes both an Excel-based spreadsheet as well as a PDF document with instructions on how to use the
Note: Only the purchaser should use this product. Do not forward to others, as this violates
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 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.
Click here to learn about our two other products for Professional Organizers, or here to get all three and save $9!
"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
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 Organizer
Simplify Your Space - Victoria, Texas