The Early Bird Catches the Worm
While the 2024 financial year has come to a close, it’s time to get your books ready for your accountant to prepare financials and tax returns.
If you have a bookkeeper, they will hopefully assist in finalising your payroll and getting a work pack ready for your accountant to start preparing your financials and tax returns.
Don’t have a bookkeeper? Please download our comprehensive checklist to assist you in getting your books ready.
The more organised you are, the faster your accountant will be able to finalise preparing your financial statements and returns.
For family groups that lodged their 2023FY late, you will need to get started early since you will not be eligible for an extension, and your 2024FY returns will be due for lodgement by 31 October 2024.
If you’re keen to explore changing accountants, we have a non-obligation process to do that. The first step is booking a strategy call with one of our accounting team. It’s a free 20-minute zoom or phone call where you get to meet us to manage your questions.
From that point, you can consider doing a “Look Under The Hood” with us. There is no obligation to change accountants, but we give you a second opinion if you’re paying too much tax.
Throughout that process, we can identify any problems we see with your current setup. Anything that your current accountant hasn’t claimed, or tax you may have overpaid, and strategies of how we might fix that going forward. We can run through with you once you book with us.
Get Cashed Up
