End of Financial Year Checklist: Reflection Downloadable


When you get past the icky tax stuff that end of financial year brings, it’s actually one of my favourite milestones of the year. It’s a marking point that reminds you to stop, take a deep breath, reflect on everything you’ve achieved in your business over the last 12 months and plan ahead for the next. I’m not an accountant so my EOFY checklist doesn’t include the nitty gritty financial things you might need to consider (for that, I recommended visiting your go-to accountant and getting the low-down via them). Instead, mine includes a few mindful ways of reflecting, celebrating and planning to get the most out of the next 12 months. Onwards and upwards beautiful kin!

My EOFY checklist looks a little something like this… (note: the financial stuff happens too, but thankfully it’s something my accountant looks after with a little help from me. If you don’t have an accountant but find it’s not something you’ve got your head around, check out places like H&R Block who can do the numbers stuff for you).

End of financial year checklist:

  • Reflect on achievements
  • Analyse online content to gain insight
  • Analyse profit streams to determine focus
  • Plan ahead for the next 12 months
  • Take time to celebrate

Step One: Reflect on your achievements

Alright, I want you to hone your reflection skills now to think over the last 12 months. I give you permission to set yourself up in an inspiring space, make yourself a cuppa, indulge in some raw chocolate, light a candle, close the door, turn off your phone, do whatever you need to do to create an inspiring reflective space. This time is for you, without interruptions.

Then, work your way through the questions below. These are focused not only on your general business and life, but also on content and social media. I’ve also created a downloadable sheet for you here. Print it off and write away.


15/16 Reflection

  • Thinking about the last 12 months, what moments, experiences or achievements are you proud of?
  • What did you struggle with this year?
  • How did you overcome those struggles?
  • What leaps – big and small – did you take this year? How did it feel to take those leaps?
  • What did you learn about yourself this year?
  • Who made this year awesome? Who would you like to thank?

After you’ve spent some time writing your answers, read over them and recognise the ups and downs, the journey you’ve been on and the amazing things you’ve achieved. Reach out to those people who made your year awesome, send them a little thank you card.

Download your 15/16 Reflection Sheet here.

Here’s to you

Here’s to the leaps you’ve made, the people you’ve met, the steps you’ve taken and the goals you’ve achieved. Here’s to the falling down and getting back up, to the smiles and the tears, the chai lattes and tasty treats. Here’s to all you’ve done in your small business and life over the last 12 months.

Next week, the next step in our end of financial year checklist is to analyse online content and your profit streams (I know I said no financial stuff, but this is interesting, I promise!). Then we’ll be planning ahead, getting those dreams and goals down on paper and listening to those leaps that are hiding in your heart.

How do you celebrate the end of financial year? Do you have any small business tips for your tribe? I’d love to hear them.

Kylie, x

Related Posts:
2016: The Year of Dreaming
2016: The Year of Doing
2016 Content Planning

Be first to comment