Metro Politan Organization

New Organizing Business Checklist

Organizing Business

• 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