Archive for financial paperwork

It’s amazing how many different forms you need in order to operate a professional organizing business! Some are just for your own use, such as client information sheets, assessment forms, and checklists. Others, such as invoices and letters of agreement, communicate important information to your clients.

Organized Assistant forms

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Categories Business Practices
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Deb Lee contacted me yesterday, wondering why I had not included her post in the Professional Organizers Blog Carnival for March. When I checked to see whether I’d received it, I discovered that somehow I’d omitted all of the tax-related posts! I sincerely apologize for my oversight, but as they say, better late than never!

Receipts

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Welcome to this month’s edition of the Professional Organizers Blog Carnival! We have a lot of new people participating this month, so I’d like to welcome everyone and encourage you to read and comment on your colleagues’ posts. I’m sure you’ll find it to be a fun way to get to know one another while picking up some new ideas for your clients, or even for yourself!

Financial Organizing

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