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New Organizing Business Checklist

Geralin Thomas shares all her tips in the 6 Steps for Starting a Professional Organizing Business. Professional Organizer Training.

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Getting Started

Research the professional Organizing Industry

Read organizing books and organize blogs

Research business advice websites (Vistage.com, sba.gov, eonetwork.org)

Join a networking organization (chamber of commerce, napo.net, etc.)

Find a mentor, coach, or business consultant

Develop a niche or area of expertise

Name you business and develop tagline

Buy domain(godaddy.com)

Check With Secretary Of State for name availability and file DBA

Legal

Writ e business plan

Decide entity(Sub-S Crop, LLC, etc.)

Register name with Secretary Of State and Other local agencies

Research tax requirements for your State and register with Dept of revenue

Purchase business insurance (Liability, Umbrella, Errors & Omissions)

Banking

Complete federal SS-4 from and obtain an EIN number

Open business bank account and purchase checks & deposit slips

Get a business debit card and/or credit card

Set up a merchant account to accept credit cards or a service like PayPal

Logistics

Set up your desk and Office space

Set up a phone number and voicemail message

Purchase a computer and business equipment (scanner, printer, headset)

Create an email signature line that includes area code and phone number

purchase a backup system for your computer (Carbonite, Mozy, etc.)

Doing Business

Estimate your business costs & develop a budget

Define how you price your services and your rates (hourly. packages)

Establish billing policies

Develop services agreement and subcontractor agreement

Purchase and accounting software or create invoicing system

Decide if you want to hire a bookkeeper or accountant

This creates a private checklist in your account.