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Tradie Bookkeeping Checklist NZ | Free Download

Free Tradie Bookkeeping Health Check

For Builders, Plumbers, Electricians & Trade Business Owners Who Want Clearer Bookkeeping

Free Checklist Helps NZ Tradies Stay On Top Of Receipts, Invoices, GST, Payroll & Cash Flow

A simple monthly bookkeeping health check list to help you feel more organised, prepared and in control.

When you are busy on the tools, bookkeeping can easily end up at the bottom of the list.

This free checklist gives Tradies a simple monthly way to check the key parts of their bookkeeping before things pile up. Use it to review your paperwork, unpaid invoices, GST coding, supplier bills, PAYE, payroll, vehicle logbooks and short-term cash flow, all in one practical place.

Bookkeeping can be hard to keep up with when you are busy doing the actual work.

For many tradies and small trade business owners, the day starts early and ends late. There are jobs to quote, customers to contact, materials to organise, invoices to send, staff to manage, and paperwork waiting quietly in the background.

  • A few receipts might still be in the ute.

  • An invoice might need following up.

  • A supplier bill might need checking.

  • A GST code might need reviewing.

  • A vehicle logbook might have been forgotten again.

It happens easily, especially when you are hands-on in the business every day.

The Tradie Bookkeeping Health Check is designed to help you pause once a month and check the main areas that matter, so your bookkeeping feels clearer and easier to stay on top of.

A simple monthly check for the bookkeeping jobs that are easy to miss.

The free Tradie Bookkeeping Health Check helps you review:

  • Receipts and paperwork
    Check that receipts, dockets and expense records have been uploaded, photographed or saved properly.

  • Unpaid customer invoices
    Review outstanding invoices and see which customers may need a friendly follow-up.

  • Supplier bills
    Check upcoming bills so you know what needs to be paid and when.

  • Bank reconciliation
    Make sure your bank transactions match your accounting software records.

  • GST coding
    Review income and expenses so GST is coded correctly where possible.

  • GST and PAYE due dates
    Keep important Inland Revenue dates in sight so they do not sneak up on you.

  • Tax savings
    Check whether you are setting aside money for GST, PAYE, income tax or other tax obligations.

  • Payroll and KiwiSaver
    Review wages, employee details, KiwiSaver and payroll records.

  • Vehicle use and logbooks
    Keep track of business vehicle use, mileage and logbook records.

  • Short-term cash flow
    Look ahead at money coming in and money going out over the next few weeks.

Clear bookkeeping helps you make better business decisions.

Good bookkeeping is not just about keeping records tidy. It helps you see what is happening in your trade business.

When your receipts, invoices, GST, payroll and bills are more organised, it becomes easier to:

  • Know who owes you money

  • See what bills are coming up

  • Prepare for GST and PAYE payments

  • Keep better records for tax time

  • Understand your cash flow

  • Make decisions with clearer numbers

  • Feel more in control of the admin side of your business

For tradies, this can make a real difference. You already have enough to think about on the job. A monthly bookkeeping health check gives you a simple rhythm for checking the business side before it becomes a bigger tidy-up later.

 
 

Who This Is For:

Created for New Zealand tradies and small business owners.

This checklist is helpful for:

  • Builders

  • Plumbers

  • Electricians

  • Landscapers

  • Contractors

  • Painters

  • Roofers

  • Earthmoving and civil contractors

  • Property maintenance businesses

  • Other hands-on trade businesses across New Zealand

Whether you use Xero, another accounting system, spreadsheets, or a mix of tools, this checklist can help you review the basics and keep your bookkeeping moving in the right direction.

Local bookkeeping and business support from Central Otago

Office Management Solutions Ltd is a Central Otago bookkeeping and business support team that work alongside you to help keep the admin and numbers more organised.

With 24 years of experience supporting businesses, we understand how quickly the paperwork side of business can build up, especially when you are busy serving customers and running day-to-day operations.

Our approach is practical, friendly and supportive. We help you with bookkeeping, Xero or MYOB support, Fergus support, business admin, reporting, payroll, GST, and the everyday tasks that keep a business running more smoothly.

If your business needs steady bookkeeping support, or you simply want a clearer way to stay on top of things each month, we are here to help.

Frequently Asked Questions

  • Yes. The Tradie Bookkeeping Health Check is free to download. Simply enter your name and email address, subscribe to Office Management Solutions updates, and we will send the checklist to your inbox.

  • No, this checklist has been created with all small business owners in mind. It includes reminders around GST, PAYE, payroll, vehicle records, invoices and cash flow.

  • No. The checklist can still be useful whether you use Xero, another accounting system, spreadsheets, or paper-based records. If you do use Xero, it can help you remember what to check each month

  • Yes. When you request the checklist, you will subscribe to Office Management Solutions updates. We may send helpful bookkeeping tips, reminders and business support resources. You can unsubscribe at any time.

  • Yes. Office Management Solutions Ltd provides bookkeeping and business support for small businesses, including trades businesses. If you need help with Xero, GST, payroll, invoices, receipts, reporting or general business admin, you are welcome to get in touch.