A few systems tricks to see out the end of the financial year!

Yep, it’s that time of year again. When everyone in Australia starts to go a little crazy preparing for the beginning of the new tax year.

Finances are reviewed, profits are spent, and systems are questioned.

In fact, it’s one of our busiest times of year as people want to improve on their systems ready to tackle the new tax year head-on.

If this is you, here’s my top two tips.

Do a tech audit.
List out all of the tools you are currently using and what you are using them for. Not sure what is missing from your list? Take a look through your bank statement for some that may have slipped your mind. Are they still the right solutions for where your business is right now and where you want it to get to. Ask the questions and give your answers some serious thought. Incorrect/inefficient use of tech or using the wrong tech for your business is one of the biggest issues we come across within businesses.

Know what is happening in your business.
It’s very easy to settle into the day to day of business. Doing things the same way you have always done them because…..well…..it’s just easier that way. The world in which we do business has changed drastically in the last few years. Spending time getting clarity on what is REALLY happening within your business is a valuable investment of time. Start to jot down what is happening and how. Ask the questions around whether this is still the most efficient, effective and exciting way for you to do business and for your customers to do business with you. Your answers will then provide you with the power to review, improve, and change. For the better of course!


The first tip is quick and easy. The second might take you some time (instead of trying to make time, just build it into your every day – spend time whilst completing a task to jot down the steps – a few extra minutes on each task is much easier than trying to find a few extra hours each day to work on it).

BOTH are going to save you inefficiencies which ultimately leaves you with more time. What would you do with it?

I’d LOVE to know what causes you the most frustration! Send us an email here!

Pip Meecham

Systems and Operations Specialist & Founder of ProjectBox