In this episode of Money First, CEO, I walk you through a simple yet powerful end-of-financial-year strategy: booking a 30-minute call with your accountant. Whether your EOFY is 30 June, 31 December, or any other date, this episode helps you finish strong, avoid common pitfalls, and set your business up for a more profitable and stress-free new financial year.
I also share my personal checklist for EOFY prep, the most common mistakes I see small business owners make, and the questions you should be asking your accountant before 30 June. Don’t wait until July when it’s too late to take action—EOFY prep isn’t just about taxes, it’s about strategy.
Key Topics Covered:
- Why EOFY prep is more than just paperwork
- My pre-EOFY checklist (and what most people forget)
- Questions to ask your accountant that can save you thousands
- Mistakes that cost business owners money every year
- Why your accountant can’t help you properly without your input
- The mindset shift from “doing the books” to leading like a CEO
Your Action Step This Week:
Book a 30-minute call with your accountant. Use this time to review deductions, structure, super contributions, and plan for the new year—like a true money-first CEO.
