The Business Bookkeeping Specialists

Free Trade Business Admin Worksheet

Free business worksheet for Kiwi tradies

Is the paperwork following you home?

Hire, Outsource or Fix the Process?

A Practical Admin Check for Growing Trade Businesses

When jobs are finished but invoices are still waiting, timesheets are late and GST admin keeps creeping into your evenings, it can be hard to know what to tackle first. This free five-page worksheet helps you find a practical place to start.

Get My Free Worksheet Free PDF Β· 5 pages Β· Made for NZ businesses
Actual front cover of the OMS Hire, Outsource or Fix the Process? free business worksheet
Your free practical worksheet

A useful place to begin

One small change can clear the way.

Before you hire another pair of hands or hand everything over, get a clearer picture of where the admin is getting stuck.

Find the bottleneck

Spot the admin tasks holding things up, from unfinished invoices to missing job information and payroll details.

Choose what fits

Think through whether clearer processes, an employee, outsourced support or a combination could help.

Plan one useful handover

Work out who prepares, checks and approves one recurring task, with a clear date to review how it went.

Inside the worksheet

Five pages. A clearer next step.

A straightforward worksheet you can work through yourself or with your team. Tick the pressure points, weigh up your options and make a simple plan for next week.

  • Admin pressure-point checklist covering invoicing, timesheets, payroll, GST and more.
  • Questions to find the hold-up, including missing information and who approves each task.
  • A practical decision guide to fixing the process, hiring, outsourcing or mixing the options.
  • A one-task handover worksheet for responsibilities, deadlines and review dates.
  • A small action plan to make the following week a little easier.
Preview of page four, showing the actual OMS worksheet fields for a clear task handover

A look inside: the one-task handover page

Your free copy

Ready to make the paperwork a little easier?

Share your first name and email address to receive the free worksheet. Pick one recurring task and see where a small change could help.

A little about us

Practical business support, from people who know the admin side.

Office Management Solutions Ltd is based in Alexandra, Central Otago. We work with trade and service businesses to make everyday bookkeeping and office tasks more manageable.

Sometimes the best next step is a tidier process. Sometimes it is having someone experienced take care of an agreed task. We can help you work through what suits your business.

See how OMS can help

Here when you need us

Let's have a coffee and chat about the task that keeps getting stuck.

Bring the task you are finding tricky. We can talk through where the hold-up is and what practical support might be useful.

Have a Chat with OMS
A practical planning resource for New Zealand trade and service businesses. Professional advice may be needed for employment, accounting and tax matters.