The Holistic Accountant
Stuart Wemyss & Mena Abraham
A holistic accountant goes beyond tax returns, aiming to offer proactive advice to maximise clients' wealth after all taxes. Stuart Wemyss and Mena Abraham explore multifaceted considerations weekly, highlighting the need for a holistic approach. Each episode is succinct and to the point with no fluff or sales pitches. For further details, check out www.prosolution.com.au.
Episodes (178)
Ep 178: Lifestyle creep is a capital allocation problem
The Holistic Accountant
Ep 177: Controls without bureaucracy- how to scale safely
The Holistic Accountant
Ep 176: Div 7A liquidity without the tax blow-up
The Holistic Accountant
Ep 175: Buy lease or finance: how to make the right call
The Holistic Accountant
Ep 174: The delegation tax- saving money is costing you millions
The Holistic Accountant
Ep 173: Most team problems are actually clarity problems
The Holistic Accountant
Ep 172: Capital allocation policy: owner wage, buffers, reinvestment, investing,...
The Holistic Accountant
Ep 171: The gross margin lie: your mark-up math is wrong
The Holistic Accountant
Ep 170: Data room first: exit readiness starts 24 months early
The Holistic Accountant
Ep 169: Shadow Equity: Incentives without giving away shares
The Holistic Accountant
Ep 168: The key person discount & the sabbatical stress test: why your business...
The Holistic Accountant
Ep 167: The Finance Function Evolution: bookkeeper → controller → virtual CFO
The Holistic Accountant
Ep 166: Philanthropy at Scale: Private Ancillary Funds & Giving With Governance
The Holistic Accountant
Ep 165: When choosing an accountant on price may quietly cost you more
The Holistic Accountant
Ep 164: Financial Mistakes Entrepreneurs Make in Their First Three Years
The Holistic Accountant
Ep 163 : Best of 2025 - How to read financial statements like a CFO
The Holistic Accountant
Ep 162: Best of 2025- How to tax effectively get money out of a company
The Holistic Accountant
Ep 161: Best of 2025- Navigating the main residence 6-year rule CGT exemption
The Holistic Accountant
Ep 160: Best of 2025- Strategies to minimise CGT
The Holistic Accountant
Ep 159: Best of 2025- Tax changes for 2025-26 financial year
The Holistic Accountant
Ep 158 : 500+ of interviews, top 5 lessons: what every successful business owner...
The Holistic Accountant
Ep 157: The strategic shortcut- 5 questions that transform business growth
The Holistic Accountant
Ep 156: 10 important business tips from Verne Harnish
The Holistic Accountant
Ep 155: When to Rethink Your Advisors- Red Flags With Your Accountant or Advisor
The Holistic Accountant
Ep 154: Redefining success: What does it really mean in business?
The Holistic Accountant
Ep 153: When Partnerships Fall Apart: Why Some Business Collaborations Just Don’...
The Holistic Accountant
Ep 152: The Synergy Effect – How Smart Integration drives business growth
The Holistic Accountant
Ep 151: Don’t trust your accountant
The Holistic Accountant
Ep 150: Conducting a health check of your business
The Holistic Accountant
Ep 149: 1%ers in business that can benefit your personal lifestyle
The Holistic Accountant
Ep 148: Young entrepreneurs and building wealth outside their core business
The Holistic Accountant
Ep 147: Maximising your EV FBT Benefits as a business owner
The Holistic Accountant
Ep 146: Common accounting errors to avoid
The Holistic Accountant
Ep 145: Making money with small-scale property development: Risks and opportunit...
The Holistic Accountant
Ep 144: Sale Succession Strategy – Selling to an External Buyer
The Holistic Accountant
Ep 143: Transition Succession Strategy – Selling to Key Staff
The Holistic Accountant
Ep 142: 3 Pillars of Business: Profit margin, Distribution, and Demand
The Holistic Accountant
Ep 141: Business Activity Statements 101
The Holistic Accountant
Ep 140: How to tax effectively get money out of a company
The Holistic Accountant
Ep 139: Strategies to minimise CGT
The Holistic Accountant
Ep 138: All you need to know about purchasing a franchise
The Holistic Accountant
Ep 137: Navigating the main residence 6-year rule CGT exemption.
The Holistic Accountant
Ep 136: Treasurer, Jim Chalmers calls for tax reform.
The Holistic Accountant
Ep 135: Digitising, streamlining and automating your tax affairs
The Holistic Accountant
Ep 134: Tax changes for 2025-26 financial year
The Holistic Accountant
Ep 133: Should you be considering a super contribution strategy as a tax plannin...
The Holistic Accountant
Ep 132: Considerations for your business when creating your Will
The Holistic Accountant
Ep 131: What to consider when establishing a corporate beneficiary?
The Holistic Accountant
Ep 130: Lessons from a quarter of a century in business
The Holistic Accountant
Ep 129: Non-Financial Considerations When Purchasing or Partnering With a Busine...
The Holistic Accountant