Helping doctors, dentists and vets approach 30 June with confidence.
Approaching 30 June while running a busy practice can make it difficult to step back and assess whether everything is aligned. Between patients, staff management and day-to-day operations, EOFY can arrive quickly.
Our EOFY Survival Checklist for practice owners is designed specifically for doctors, dentists and vets and includes:
✔️ A readiness scorecard to assess how prepared you are before meeting with your accountant
✔️ Key questions to guide EOFY conversations with your advisers
✔️ Strategic prompts across structure, investment, team capability and risk protection
✔️ Practical checks to help separate personal and business finances
It’s built to help you review where your practice stands before 30 June and approach EOFY discussions with greater clarity.
Complete the form today to download instantly.