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Why You Should See Your Accountant Before Financial Year-End

Meet with your accountant and financial planner before year-end while there is still time to review your tax and financial strategy.

By Anthea Horvat

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Consider this your sign. Book in with your accountant and financial planner now, not after 30 June.

My old accounting self is stepping in for this one. There's a small window quietly closing, and most business owners let it pass.

The core idea

We're heading towards financial year-end, and the honest truth is there's only so much you can do to change your business results in such a short window.

But there is a lot you can do for your tax and your financial planning strategy, if you act now rather than waiting.

So I'm encouraging all of my clients to go and see their accountant and their financial planner.

Not later. Now.

Make the appointments today, while it's hopefully not too late to make some smart year-end decisions for your business, your family, and your wealth.

Check out my short video on the topic below.

Take the next step

Like this? Anthea writes The Roadmap. Once a month, one of the twelve systems that build a profitable, scalable, saleable business, and one thing to do about it.
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Anthea Horvat

About the author

Anthea Horvat

Business strategist and mentor

Anthea helps service-based business owners build highly profitable, scalable and saleable businesses. She started her career as a Chartered Accountant, holds an advanced MBA majoring in marketing, and has worked with more than 6,000 service-based businesses.

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