The Holistic Accountant
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.
Podcasting since 2021 • 167 episodes
The Holistic Accountant
Latest Episodes
Ep 167: The Finance Function Evolution: bookkeeper → controller → virtual CFO
Many business owners feel stuck in the uncomfortable middle: too big for basic bookkeeping, but not ready or willing to pay for a full-time CFO. The result? Numbers that exist, but don’t drive decisions.In this episode, Stuart and Mena b...
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Season 5
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Episode 55
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10:15
Ep 166: Philanthropy at Scale: Private Ancillary Funds & Giving With Governance
Philanthropy changes when wealth reaches a certain scale. It stops being about one-off generosity and starts becoming a question of structure, intent, and legacy.In this episode, Stuart and Mena explore Private Ancillary Funds (PAFs)<...
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Season 5
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Episode 54
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10:22
Ep 165: When choosing an accountant on price may quietly cost you more
Most business owners believe accounting is a commodity. The tax return gets lodged, the ATO is paid, and everything looks fine, so why pay more?In this episode, Stuart and Mena unpack why choosing an accountant purely on price can quietl...
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Season 5
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Episode 53
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12:48
Ep 164: Financial Mistakes Entrepreneurs Make in Their First Three Years
In the early years of running a business, most financial mistakes aren’t dramatic; they’re subtle, common, and quietly destructive. And by the time many entrepreneurs realise something is wrong, the damage is already done.In this episode...
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Season 5
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Episode 52
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15:30
Ep 163 : Best of 2025 - How to read financial statements like a CFO
Most business owners glance at their financial statements and move on. CFOs do the opposite; they use them as a decision-making tool to spot risks early, improve performance, and protect cash flow. In this episode, Stuart and Mena b...
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Season 5
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Episode 51
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14:09
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