The Bookkeeper's EOFY Survival Guide

May 26, 2023

 It’s time to press pause.

As we enter into EOFY, it’s really important to take the time now to press pause on the day-to-day and plan out your end of period processes.

When it comes to EOFY, processes that support and protect the wellbeing of your team and your business are paramount. Of course you need to get your operational ducks in a row, though you also need to ensure you have the systems and support structures in place to minimise stress and overwhelm during this busy and often hectic period.

Put some thought into how you can create an environment that supports you and your staff through EOFY. Consider how you might...

  • Calm your mind - Schedule a ‘time out’ into your calendar and incorporate mindfulness or meditation exercises into your day (or any form of relaxation, preferably one that engages the senses - touch, smell, see, taste, hear).
  • Make sure your body is getting the attention it deserves - food, water, sleep, & exercise.
  • Feed your soul - celebrate the wins, reward yourself and your team, say thank you to those around you.
  • Ask for help - lean on your support networks, contact your GP or healthcare professional, or utilise one of the many helplines available.
  • Check in with your team members regularly and actively create an environment that encourages people to ask for help (and give it).
  • Create workflows that simplify and automate. Complex or highly manual processes can create capacity issues, time inefficiencies, and unnecessary stress.
  • Seek guidance and support. This is the time to lean on your support crew. Industry bodies, mentors and advisors, networking groups, industry peers, friends and family. Rally those around you who provide a sense of calm, confidence, and clarity.
  • Communicate consistently. Encourage clear, transparent communication with your team and clients. Confusion, assumptions and a lack of clarity can be the cause of a lot of stress, though is easily avoided with the right communication channels and approach.

For more tips and tools to help manage EOFY, sign up for my free live webinar - The Bookkeeper’s EOFY Survival Guide on Friday 2 June here - https://www.bookwizacademy.com/EOFY-Webinar

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Hi! I'm Martine Hoosen

Welcome to Bookwiz Academy, where I share over 23 years of a multi-award winning bookkeeping, business ownership & mentoring experience with you!

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