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

This free checklist gives New Zealand 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.

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.

Who This Is For

Created for New Zealand tradies and small trade 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.

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 trade 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.

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