Our core belief: Letting go of the clutter that mentally and physically blocks your path creates the space and opportunity for your true goals and passions to shine.
Jodi Granok, CPO®, MSW
Certified Professional Organizer®, Productivity Consultant, and Speaker
Organizing Magic, LLC® is a St. Louis, MO company organizing homes, offices, and lives for neurodivergent and overwhelmed people. Est. 2008.
jodi@organizingmagic.com (314) 504-8857
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Income and Expenses Spreadsheet for Professional Organizers
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, CPO®, MSW - Certified Professional Organizer®
"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
This spreadsheet is ideal for:
New Professional Organizers
Part-time Professional Organizers
Professional Organizers who are solo entrepreneurs
Product Benefits:
This Excel-based spreadsheet allows you to track income and expenses for each business year easily.
The categories are created with a residential Professional Organizer in mind. There are 15 income and 18 expense categories, all specific to how a Professional Organizer brings in money and spends money on their business. The template tracks the same categories you need to complete a Schedule C form on your Federal income tax return.
The spreadsheet is simple to use, and the PDF document provides a quick reference guide for tracking each payment source and expense.
The categories are created with a residential Professional Organizer in mind. There are 15 income and 18 expense categories, all specific to how a Professional Organizer brings in money and spends money on their business. The template tracks the same categories you need to complete a Schedule C form on your Federal income tax return.
The spreadsheet is simple to use, and the PDF document provides a quick reference guide for tracking each payment source and expense.
"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 Organizer
The Clutter Princess - Houston, 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
You do not need to spend countless hours learning 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 (Spreadsheet/PDF Manual) $35
4th Edition ©2019 Organizing Magic, LLC®. All Rights Reserved.
This product includes an Excel-based spreadsheet and a PDF document with instructions on how to use it effectively.
Note: Only the purchaser should use this product. 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.
This product includes an Excel-based spreadsheet and a PDF document with instructions on how to use it effectively.
Note: Only the purchaser should use this product. 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.
"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
Terri Closs, Professional OrganizerAs You Wish Organizing, LLC - Armada, Michigan
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!
"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
"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
Gay Patek, Professional OrganizerSimplify Your Space - Victoria, Texas