News
With 30 June now upon us, many business owners are breathing a sigh of relief (or will be this afternoon). Lodgements are being finalised and the pressure is easing on another year end, but with it barely in the rear-view mirror, what’s next?
The new financial year isn’t just a fresh start on financials – it’s a critical moment to take stock and get strategic. What you do in the weeks following EOFY can set the tone for your entire FY25–26.
So before you shift focus entirely, here are four key actions you can take now to set your business up for success and how Attune Advisory can help you make the most of the year ahead.
Once the dust has settled, take time to step back and look at how your business performed across the last financial year. This isn’t just about profit, it’s about understanding your numbers.
Ask yourself:
• What were the strongest months or quarters?
• Were there cash flow pinch points?
• Did certain service lines or products outperform expectations?
• What did you spend more on than planned, and why?
By examining performance with a clear head, you’ll be able to make data-backed decisions for the year ahead, not gut-based ones.
At Attune Advisory, we often support our clients in conducting a year-end performance review, helping uncover valuable insights and identifying where strategy can be improved. From there we’ve got the ammunition to help your business build a sound strategy, tailored to your goals, built on real data.
Don’t wait until tax time next year, or even your next lodgement to think about how your business is tracking. If you haven’t started already, now is the ideal time to:
• Set clear financial and operational goals
• Build or update your 12-month forecast
• Map out major projects, expected expenses, or staffing changes
Creating a forecast not only helps manage cash flow, it’s a vital tool for planning investment, understanding breakeven points, and seeing the bigger picture.
For growing businesses, Attune Advisory offers Virtual CFO services that provide exactly this kind of strategic oversight. It’s expert financial leadership — without the full-time price tag. But, even if you don’t need a Virtual CFO, you still may benefit from timely advice and strategic thinking that helps you move forward with confidence.
A new year brings new variables. Interest rates, supply costs, staff overheads and industry shifts can all affect your cash flow, sometimes significantly.
Now is the time to:
• Review and adjust your budget to reflect current market conditions
• Reassess your pricing strategy and cost structure
• Check that your invoicing and debt collection processes are still working for you
Don’t wait until a cash flow crisis forces your hand. A proactive approach, supported by real-time numbers, can be the difference between a stressful year and a successful one.
Too often, we see businesses only engage their accountant or advisor at tax time(s). But there’s so much value to be gained from year-round strategic advice, and that’s a huge part of what we offer and specialise in at Attune.
From reviewing your structure and tax planning strategies to helping you monitor KPIs and growth goals, our advisory team is here to help you stay ahead.
Whether you’re a sole trader, growing startup, or established company, our team works alongside you, offering insights, accountability, and clarity.
EOFY might be (just about) over, but this is where the real opportunity lies for the year ahead.
By reviewing your performance, setting smart goals, and managing cash flow proactively, you’ll be setting your business up for a stronger, more strategic year. And with the right support, you won’t have to do it alone.
Want to make this financial year your best yet?
Give the team at Attune Advisory a call on 1300 866 113 or send us an email to start the conversation – you’ll be glad you did.
