At Haslam Consulting & Accounting, we like to take a pro-active approach. As such, we try to catch up with each of our business clients prior to 30 June to talk about your business performance, goals, tax planning and the upcoming year.

What We Discuss

Our aim to take a holistic approach to your business improvement and financial security. At your End Of Financial Year Review, we like to discuss:

• Your business performance
• Tax expectations and strategies
• Goal setting, business planning and business practices
• Non-business assets and personal wealth
• Digital best practice tools, including ATO Online Services
• Risk management, including insurance

How We Meet

Where possible, we like to conduct End Of Financial Year Reviews in person. We travel to many locations in South-East Queensland in April, May and June to carry out these meetings. Where it's not possible to meet in person, End Of Financial Year Reviews can be done via telephone or video meeting. The meeting will take around an hour.

How And When

We will contact clients to book meetings in April, May and June. Ideally, we aim to time meetings after April quartely tax compliance is complete but with some time left before 30 June to conduct further transactions that may be recommended in the meeting. If you are interested in having an End Of Financial Year Review with us, complete the form below and we'll be in touch.