The end of the financial year doesn’t have to be stressful. A bit of preparation now saves headaches later. Here’s a practical checklist for local business owners.
The Essential Year-End Checklist
Reconcile your accounts – Make sure your books match your bank statements.
Review outstanding invoices – Chase late payments early.
Organise receipts and expenses – File everything properly for tax season.
Check payroll and super – Confirm all employee payments are accurate.
Review assets and depreciation – Update your accountant with any changes.
Plan for next year – Set financial goals and budgeting targets.
Why a Local Accountant Helps
Our Port Stephens accountants take the stress out of year-end. We handle reconciliations, tax returns, and strategy sessions to help you start the next year strong.