#95 EOFY Stress Ends Here

Lisa Turner, Small business bookkeeper sitting on a mustard couch with a podcast mic to her side on a table.

EOFY shouldn’t feel like an annual panic button, but if it still does, you’re not alone. This episode is for the business owner who’s been at it for a few years and still finds themselves scrambling, second-guessing, or flat out avoiding the numbers when June rolls around.

Whether you’re DIYing or already have a bookkeeper, if you’re feeling behind and unsure what your BAS will be until it lands in your inbox, or scrambling to piece things together for your tax return, this is your sign to change things up. If you didn’t get a chance to review and optimise your tax position this year, it’s time for support which keeps you ahead, not playing catch-up.

From real-life client stories to some exact points from the checklist we use in my bookkeeping practice, I’m walking you through what EOFY can look like when it’s done right, with clarity, confidence and way less stress. You’ll also hear a gentle but honest reality check about what your bookkeeper should be doing for you (and what to ask if you’re not feeling the love).

Let this be the last EOFY you feel unprepared!

Here’s what’s covered:

  • EOFY isn’t the time to fix everything, it’s the deadline, not the strategy
  • The difference between a good bookkeeper and a great one? Ongoing support, clarity, and proactive insights
  • Hidden costs in ecommerce and missed deductions in service-based businesses can lead to paying more tax than necessary
  • Create a rinse-and-repeat EOFY checklist including super timing, stock takes, tidy payroll, and tax planning
  • If you’re still winging it or only hearing from your bookkeeper at BAS time, it might be time to reassess

Links & Resources Mentioned in This Episode:

HELPFUL RESOURCES:

  • Grab our free Xero Money Saver guide here
  • Join the waitlist for The Bookkeeping Matters Learning Hub here
  • Join my Numbers List for small business news, fun & helpful tips here
  • Grab some FREE Resources here
  • Check out my blog here

Connect with Lisa Turner:
Instagram: @accountedforyou
LinkedIn: Lisa Turner – Accounted For You

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