As an accountant you need an EOFY newsletter for clients now.
It’s important for this time of year. But you have problems creating newsletters.
You are great with numbers but you are no marketer. Crafting compelling, engaging newsletters takes a different skill set—one that involves understanding how to write for engagement, create calls to action, and design content that resonates with clients.
Writing and maintaining a regular newsletter is time-consuming. As an accountant, you are already managing complex client accounts, tax preparation, and compliance. Spending time on marketing tasks takes time away from the core service you provide. And if newsletters aren’t consistent, clients may start to ignore them. And newsletters require more than just writing.
They need to be designed well for readability, optimized for search engines, and delivered with the right strategy. You just don’t have the time or expertise to handle these elements effectively.
It’s also hard for you to write for a broader audience. As an accountant, you typically speak the language of finance and tax, but that’s not always how clients want to engage. Making complex financial topics digestible, relatable, and actionable for a general audience requires expertise in writing and content strategy.
Finally marketing, including newsletters, is a long-term investment. It takes time to build an effective strategy and see the results in the form of client engagement or new business. This is why you need a copywriter for your EOFY newsletters.
Here’s 7 tips for your client newsletters, complete with snazzy headlines:
1. Time to Gather Your Documents—The Taxman’s Coming!
Remind clients to start collecting their receipts, bank statements, and expense records now. This helps prevent the panic of last-minute scrambling and ensures they don’t miss out on any deductions. They need to make sure all financial records such as income and expenses, invoices, receipts, and bank statements, are up to date and accurately recorded.
They may need to generate a profit and loss statement, do a stocktake (if the business has inventory), record any asset purchases or expenditure made to improve business. These may be needed to ensure that business finances for the year are captured accurately and that any depreciation expense claim or capital gains tax can be calculated accordingly.
2. Review Deductions: Maximize Tax Benefits
Highlight commonly overlooked deductions: business expenses, home office claims, and charitable donations. While some deductions are obvious, others may be more unusual. Work-related expenses, such as temporary work living costs, may be deductible.
Mobile and internet costs used for work, along with unique professional tools, also qualify. This helps clients understand how to maximize their returns and lower their tax burden.
3. Superannuation: A Sneaky Way to Save on Tax
Advise clients on making additional superannuation contributions before June 30 to reduce their taxable income. If they want to have it counted in the current financial year, their superannuation fund must receive the contribution no later than June 30, 2025, especially if they want to claim a tax deduction for the contributions.
Making additional contributions can be highly advantageous to your long-term financial and retirement goals It’s an easy win that many forget!
4. Don’t Forget the Small Stuff—Think Assets and Depreciation
Remind clients to look at their business assets and review depreciation. Encourage them to claim depreciation on any capital purchases made during the year.
5. Need an Extension? Let Us Help
Let clients know they can request an extension to file their returns if needed, and remind them to do so before June 30 to avoid penalties.
A lodgment deferral gives your client extra time to lodge a document without incurring a failure to lodge on time (FTL) penalty.
6. Get Your Affairs in Order—No One Likes a Last-Minute Tax Nightmare”
Offer tips for organizing finances, setting reminders, and getting ahead on EOFY prep. Stress the importance of avoiding the panic and stress that comes with waiting until the last minute.
EOFY can be a stressful period, but with early groundwork and a clear understanding of what needs to be accomplished, individuals and business owners alike can navigate this time with confidence.
7. Plan for the Year Ahead: Tax Planning Starts Now!
Encourage clients to think about their tax situation for the next financial year and how they can strategically plan for deductions, income, and expenses to optimize their financial position. The new financial year is an opportunity for individuals and businesses to focus on their tax strategy.
Attention accountants! – The End of Financial Year is fast approaching—are your clients prepared?
If crafting an EOFY newsletter feels like one more task you don’t have time for, let a seasoned business journalist handle it for you.
Leon Gettler from GettlerInk brings years of expertise in financial reporting and accounting insights, ensuring your clients get the information they need—clear, concise, and expertly written.
Don’t let EOFY pass without keeping your clients informed.
Contact Leon today on 0411 745 193 or leon@leongettler.com to take this task off your plate!
