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 • 173 episodes
The Holistic Accountant
Latest Episodes
Ep 173: Most team problems are actually clarity problems
In this episode, Stuart and Mena challenge one of the most common assumptions in business: that underperformance is a people problem. Instead, he makes the case that most issues inside a team stem from a lack of clarity, unclear expectations, m...
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Season 5
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Episode 61
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16:02
Ep 172: Capital allocation policy: owner wage, buffers, reinvestment, investing, lifestyle
Random distributions create random wealth outcomes.In this episode, Stuart and Mena introduce the concept most business owners don’t have, but desperately need: a written capital allocation policy.They break down how surplus cash ...
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Season 5
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Episode 60
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19:07
Ep 171: The gross margin lie: your mark-up math is wrong
You think you’re making 40%. In reality, you might be making 15%.In this episode, Stuart and Mena expose the “mark-up illusion”, the common mistake of calculating margin on materials alone while ignoring direct labour, superannuation, pa...
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Season 5
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Episode 59
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13:36
Ep 170: Data room first: exit readiness starts 24 months early
You cannot scramble your way to a premium exit in 90 days.In this episode, Stuart and Mena explain why serious exit preparation begins at least two years before you plan to sell, and why buyers immediately discount businesses that look m...
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Season 5
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Episode 58
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16:17
Ep 169: Shadow Equity: Incentives without giving away shares
At some point, every growing business owner faces the same dilemma: how do you get owner-level thinking from key staff without handing over real equity?In this episode, Stuart and Mena unpack the concept of shadow equity incentive...
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Season 5
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Episode 57
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18:22
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