The Worksheet Pack

1. Your Real Hourly Rate

What you paid yourself over the last 12 months: $

Hours in an average week (tools + quoting + admin + the nights you "catch up"):

Weeks you worked last year:

Pay ÷ (hours × weeks) = your real hourly rate: $ an hour

What you'd get on wages tomorrow: $ an hour

Which number is bigger, and by how much?

2. Where Did the Money Go?

Money in over the last 12 months: $

Materials and subbies: $

Overheads (ute, fuel, insurance, phone, software, rent, rego): $

What you paid yourself: $

Money in, minus the three lines above = what's left: $

What's left ÷ money in × 100 = % margin. Under 10% means one bad month wipes it.

3. Which Jobs Made You Money?

Your target rate (your real hourly rate from sheet 1, or the wage you'd take tomorrow): $ an hour

For each job: (charged − materials − subbies) ÷ your hours = $/hour. Beats the target = paid you. Doesn't = kept you busy.

Job	Charged	Materials + subbies	Your hours	$/hour	Paid you, or kept you busy?

What do the "kept you busy" jobs have in common?

4. The Three-Month Test

If you couldn't work for the next three months (injury, burnout, family), what actually happens?

Week one: who answers the phone, quotes Tuesday's job, tells the crew what's on tomorrow?

Month one: who invoices, chases the bloke who hasn't paid, does the BAS and the super?

Month three: which customers have quietly gone, what's died that won't come back, what does the bank balance look like?

Everything you couldn't answer is your actual job description. Which of it could someone else own by the end of the month?

5. The Software Bill Audit

Off the bank statement: every subscription the business pays for. Monthly cost × 12 is the real number.

Tool or subscription	$ a month	Last used	Keep or cancel?

Total × 12 = $ a year. The "can't remember" rows are the boring fix: cancel them this week.

6. Before the Free Call

If we end up talking, bring three numbers. Rough is fine, off the bank statement or out of your head:

1. What you paid yourself over the last 12 months: $

2. Hours you put in during an average week:

3. The number that worries you most: ATO debt, overdraft, biggest unpaid invoice: $

Don't send them anywhere. Just have them in your head when we talk.