EOFY is never a thing you look forward to. Managing huge volumes of clients, connecting all the pieces on straining resources, and making sure you meet the ever changing strict compliance issues. Your quarter ends up being dominated by monotonous EOFY-only data management. The dormant companies. The family trusts. The once-a-year clients that bring in little revenue but chew up disproportionate time.
Low-effort clients become lethal laggards multiplied across your client base, draining time and resources. Manual data entry. Spreadsheet reconciliation. Jumping between systems. It all adds up. And it pulls your most valuable team members away from strategic priorities. Everything gets put on the backburner, because these seems to be no other way unless the budget goes into the red.
On top of this, some of you are on bloated tech stacks that add more complexity and hoop-jumping with manual inputs and setups to close. This shouldn't be what defines your EOFY, but you just soldier on ahead, because you can't imagine it's even possible to swap to someone else right now.
The biggest down part of this all is you're investing all your resources into low-value, high-admin work and not focusing on what matters mostβyour high-value clients, key advisory conversations, and firm-wide productivity. This shouldn't be what defines your EOFY.












