Understanding the financial side of your organizing business is key to long-term success. This course introduces the fundamental financial concepts every professional organizer should know when launching and running their business. Learn how to track income and expenses, understand taxes and financial obligations, and build a system that supports confident decision-making. With the right financial foundation, you’ll be able to manage your business responsibly and plan for sustainable growth.

Register Now

This Course Will Help You

  • Understand basic financial terminology used in business
  • Track and categorize business income and expenses
  • Understand financial responsibilities including taxes
  • Recognize the importance of accurate financial record keeping
  • Identify tools that can help manage financial information
  • Develop confidence in managing the financial side of your organizing business

Why Choose This Course?

Strong financial habits are essential for running a successful organizing business. This course will help you understand the financial responsibilities of business ownership and introduce systems that keep your finances organized, accurate, and manageable.

Courses with this icon are one of the ten required courses needed to be eligible to take the Trained Professional Organizer Program exam.

What our students are saying

“This course helped me feel much more comfortable with the financial side of running my organizing business.”

“The financial concepts were explained clearly and made me feel more confident managing my business.”

Course Presenter: Georgina Forrest, CPO®

Georgina has been a member of Professional Organizers in Canada since 2005 and has been organizing since 2001. She is a Certified Professional Organizer, a Productivity Coach where she specializes in working with small office/home office and corporate clients, and a Certified Photo Manager. In addition to her organizing and coaching services, she also loves to facilitate workshops on a variety of organizing and time management related topics.

Course Format

This course is delivered online and includes a video and manual. The video is approximately one hour and can be paused or replayed as needed. The video includes three code words that must be submitted through the course page. Once submitted successfully, your learning record will reflect completion of the course.

Course Investment & Registration

Prices do not include GST/HST.