How to Prepare for End of Financial Year (Without the Panic) episode artwork

EPISODE · Jun 15, 2025 · 8 MIN

How to Prepare for End of Financial Year (Without the Panic)

from Money First CEO · host Harman

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 paperworkMy pre-EOFY checklist (and what most people forget)Questions to ask your accountant that can save you thousandsMistakes that cost business owners money every yearWhy your accountant can’t help you properly without your inputThe mindset shift from “doing the books” to leading like a CEOYour 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.🎧 Thanks for listening to the Money First CEO Podcast!If this episode helped you move the needle, make sure to subscribe, leave a review, and share it with someone who needs to hear it.Link to expense review🔗 Where to Find Harman:Website: www.blubookkeepers.com.auInstagram: @blubookkeepers    Facebook: @blubookkeepersauTikTok: @profitwithharmanLinkedIn: Harman Johnston📞 Ready to Take Control of Your Business Finances?Book a Free Discovery Call here📩 Have a Question or Want to Be a Guest?Email me directly at: [email protected]

Episode metadata supplied by the publisher feed · Published Jun 15, 2025

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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 sho...

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How to Prepare for End of Financial Year (Without the Panic)

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