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There's something energising about the end of financial year and in my business, I use this natural checkpoint as an opportunity to set myself up for success in the financial year ahead.

EOFY is a perfect time to step back, assess what's working and make strategic adjustments before diving into the next twelve months. So today I'm sharing the exact process I use every year in my own business and with the clients I work with to realign vision and build strong foundations for the year ahead

1. Financial Reality Check

2. Debt Strategy Review

3. Pricing and Value Alignment

4. What Worked (And What Didn't)

With a full year of data, you can identify patterns that quarterly reviews might miss. Which strategies delivered unexpected wins? What initiatives fell flat? This reflection helps you double down on what's working and eliminate what's draining resources without results.

5. Annual Legal Review Checklist

In my opinion, an annual review of your legals is non-negotiable. This is what I recommend you check over to ensure every aspect of your business is compliant and protected.

Core Client Documents:

• Client agreements
• Website terms and conditions
• Privacy policy

Team Structure and Agreements:

• Employee agreements
• Contractor agreements
• Review of your team structure to ensure proper distinction between employees and contractors

Business Operations:

• Commercial lease review (if applicable)
• Process for managing unpaid invoices
• Insurance coverage assessment

Instead of just ticking compliance boxes, treat this like your annual business check up. The time you invest now in reviewing, adjusting, and planning will pay dividends throughout the coming financial year.

LINKS:

Sign up for my fortnightly Briefing Notes here

Discover the Masterclass Series here

Check Your Legals with the Essential Legal Checklist here

Book a Free 20-minute Initial Consult with me here

Join me on Instagram here