The Holistic Accountant

著者: Stuart Wemyss & Mena Abraham
  • サマリー

  • 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.

    © 2025 The Holistic Accountant
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あらすじ・解説

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.

© 2025 The Holistic Accountant
エピソード
  • What is the Biggest Profit Multiplier?
    2025/04/29

    Send us a text

    Want to dramatically grow your business profits? Stuart and Mena reveal that instead of focusing on dozens of small changes, most businesses should laser in on one to three profit multipliers.

    They break it down into four critical areas: People, Pricing, Product, and Process—and show how mastering just one can transform your business. Learn how to build a culture that retains top talent, charge what you’re truly worth, refine your offerings, and create systems that scale.

    With actionable examples, strategies, and tools, this episode is your roadmap to identifying and doubling down on the one area that could multiply your profits and set your business apart.

    If this episode resonated with you, please leave a rating on your favourite podcast platform. It helps us reach more incredible listeners like you. Thank you for being a part of the journey!

    Click here to subscribe to our weekly email.

    SPECIAL OFFER: Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog here.

    Work with Mena & Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.

    Follow us: Stuart: Twitter/X and LinkedIn. Mena: LinkedIn

    IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.

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    17 分
  • Navigating Decision Paralysis
    2025/04/22

    Send us a text

    Sudden wealth sounds like a dream—until it isn’t. In this deeply insightful episode, Stuart and Mena unpack financial decision paralysis, a common yet overlooked phenomenon that hits when wealth arrives through inheritance, a business exit, or property windfall.

    They go beyond the typical “overwhelm” narrative to explore identity shifts, fear of mistakes, conflicting advice, and how to reclaim clarity through a structured approach. From building your own decision-making principles to assembling a unified advisory team, this episode offers a practical playbook for regaining control.

    If you’ve come into wealth—or anticipate doing so—this episode will help you move from reactive to empowered architect of your financial future.

    If this episode resonated with you, please leave a rating on your favourite podcast platform. It helps us reach more incredible listeners like you. Thank you for being a part of the journey!

    Click here to subscribe to our weekly email.

    SPECIAL OFFER: Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog here.

    Work with Mena & Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.

    Follow us: Stuart: Twitter/X and LinkedIn. Mena: LinkedIn

    IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.

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    14 分
  • Small Business Tax Planning
    2025/04/15

    Send us a text

    Effective tax planning isn’t just for big corporations — it’s an essential lever for small business success. In this power-packed episode, Stuart and Mena walk through the ultimate small business tax planning checklist to help you preserve capital, reduce liabilities, and build long-term wealth.

    They explore forecasting profit and tax positions, optimising superannuation strategies, reviewing bad debts, plant and equipment, FBT, stock on hand, and your business structure. Learn how to align tax planning with your commercial strategy and avoid the end-of-financial-year panic.

    If you’re serious about building a thriving, tax-efficient business, this episode is your go-to guide.

    If this episode resonated with you, please leave a rating on your favourite podcast platform. It helps us reach more incredible listeners like you. Thank you for being a part of the journey!

    Click here to subscribe to our weekly email.

    SPECIAL OFFER: Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog here.

    Work with Mena & Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.

    Follow us: Stuart: Twitter/X and LinkedIn. Mena: LinkedIn

    IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.

    続きを読む 一部表示
    15 分

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