Metro Politan Organization

New Organizing Business Checklist

Organizing Business

• Getting Started

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• Research the professional Organizing Industry

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• Read organizing books and organize blogs

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

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

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• Find a mentor, coach, or business consultant

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• Develop a niche or area of expertise

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• Name you business and develop tagline

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• Buy domain(godaddy.com)

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• Check With Secretary Of State for name availability and file DBA

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• Legal

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• Writ e business plan

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

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• Register name with Secretary Of State and Other local agencies

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

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

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• Banking

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• Complete federal SS-4 from and obtain an EIN number

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• Open business bank account and purchase checks & deposit slips

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• Get a business debit card and/or credit card

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

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• Logistics

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• Set up your desk and Office space

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• Set up a phone number and voicemail message

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

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

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

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• Doing Business

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• Estimate your business costs & develop a budget

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

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• Establish billing policies

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• Develop services agreement and subcontractor agreement

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• Purchase and accounting software or create invoicing system

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• Decide if you want to hire a bookkeeper or accountant

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