Category 03

Business administration & operations

Administration is the part of the business that makes everything else auditable: records you can find, dates you do not miss, vendors you can reach, invoices that go out on time and procedures a new hire can follow.

An office manager filing documents into labelled trays in a tidy back office
What this covers

Four administrative foundations

Strong administration is boring on purpose. These four areas, once written down, remove the majority of small-business stress and the majority of audit surprises.

Records you can retrieve

A single folder structure and naming convention for contracts, invoices, filings and correspondence — with a monthly backup routine.

A compliance calendar

Every recurring date in one list with an owner and a lead time — so nothing depends on someone remembering.

A vendor register

Who supplies what, on what terms, at what cost, with a review date. Prevents duplicate spending and painful renewals.

Written procedures

Five-step notes for the tasks that recur. The test: could a competent stranger do this without calling you?

Stacked documents, a calculator, paper clips and a ledger on a desk
Practical note

Name files so the next person can find them

Most record-keeping problems are naming problems. A consistent pattern — year, month, type, counterparty — means a file can be located from memory and sorted correctly by any tool, without a folder taxonomy debate.

  • Year first, so sorting is chronological: 2026-10-invoice-sharma-textiles.pdf.
  • No spaces, no version words like "final", dates instead.
  • One place for originals; downloaded copies are working copies.
  • A monthly backup on the same date as the finance review.

Admin feeling unmanageable?

Describe the specific mess — invoices, filings, vendor contracts or filing structure — and we will point you at the right starting checklist.