End of Financial Year Checklist 

what to do & what questions to ask yourself at EOFY

Free downloadable pdf - no BS, only the good stuff.

Confused about what the F you should be doing at End of Financial Year??

I hear ya!

 

I've put together a simple high level checklist of the things you need to get done and the questions to ask yourself about last year's figures to set next year's goals….

 

aka what to do at EOFY without the financial mumbo jumbo.

Using this checklist you'll;

  • Turn tax time confusion into easy actionable steps.

  • Use last year's info to set empowering goals and make smart business decisions for this next financial year.

  • Use your numbers to make adjustments to your business that bring you more joy and less stress.

Hi, I'm Alexis 😊

I'm a money mindset mentor who helps heart-centred professionals & entrepreneurs to make more, save more & charge what they believe they’re worth so they can live their life in alignment with their highest purpose & potential.

 

After leaving my high paying job to go out and 'follow my passion', I learned there's a lot more to money than simply having passion and I learned that more money also doesn't solve your money problems (ever started making more but your bank balance stayed the same?).

 

Since applying myself fully to 'working out money' so I'd be able to live the life I wanted, I developed a game changing money management system, The Abundance Planner & Tracker and learned how to have to change our inner world to get the shifts we're after.

 

I am now dedicated to helping creators like YOU make more money from your own offerings & get savings in the bank to create the freedom & purpose you desire.

 

Alexis, xo

The information in this website and the links provided are for general information only and should not be taken as constituting professional advice from the website owner. Alexis Harvey is not a financial adviser. You should consider seeking independent legal, financial, taxation or other advice to check how the website information relates to your unique circumstances. Alexis Harvey is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this website.