The EOFY Checklist you need!

And just like that it’s nearly that time of year again, we have just over one month left of the FY 🤯⁣

With the countdown on to 30 June, I thought I would share with you some of my annual EOFY tasks that I have on my to do list for the coming weeks, so we can close the FY with a bang 🙌⁣

If you are ready to kick the new FY off with a bang and feel supported to smash your ACHIEVE list, jump into my DMs or book a call with me to discuss how we can work together!

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💰 EOFY Gratitude to all of my clients for an amazing FY. ⁣

💰 Review all subscriptions I currently pay for and work out whether there is any I can get rid of from my tech stack to save $$$s!⁣

💰 Are there any subscriptions I can pay before 30 June for the year ahead to get the deduction this year. Most platforms will also give you a discount for annual payments verse monthly subs. Double win! ⁣

💰 A little tax planning goes along way. If you are in the market for a new Accountant MD Tax and Bookkeeper Accountable Bookkeeping come highly recommended by me 🙋‍♀️👏⁣

💰 When was the last time you reviewed your insurance policies? Remove the overwhelm and contact my go-to insurance KWEEN Casey Fenton from Integra Insurance Brokers.

💰 Goal/KPI check-in! How are you tracking to close out the FY with a bang? Perhaps you have already hit your goal and can spend this month planning for an even bigger new FY or if you are in reach of your goal, what can you do to make it a winner! A little push to get over the line will give you a big hit of motivation to take into the new FY! 🎉⁣

💰 Last but certainly not least, how are you celebrating you and all the hard work you have put in this FY? Take a moment to celebrate however feels good for you, maybe it’s a sneaky purchase, a night away, a nice dinner or a massage. Whatever it is, take a moment to celebrate YOU! #workhardplayharder 🥂

Have something on your June EOFY to do list, that I don't? Leave a comment on my instagram so we can all take away some extra sneaky tips to celebrate the EOFY together 🥂