The Holistic Accountant

Business

The Holistic Accountant

by 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.

100 episodes

EN-AU language

All Episodes

1

Ep 171: The gross margin lie: your mark-up math is wrong

13:36 Mar 17, 2026

2

Ep 170: Data room first: exit readiness starts 24 months early

16:17 Mar 10, 2026

3

Ep 169: Shadow Equity: Incentives without giving away shares

18:22 Mar 3, 2026

4

Ep 168: The key person discount & the sabbatical stress test: why your business is devaluing you

9:24 Feb 24, 2026

5

Ep 167: The Finance Function Evolution: bookkeeper → controller → virtual CFO

10:15 Feb 17, 2026

6

Ep 166: Philanthropy at Scale: Private Ancillary Funds & Giving With Governance

10:22 Feb 10, 2026

7

Ep 165: When choosing an accountant on price may quietly cost you more

12:48 Feb 3, 2026

8

Ep 164: Financial Mistakes Entrepreneurs Make in Their First Three Years

15:30 Jan 27, 2026

9

Ep 163 : Best of 2025 - How to read financial statements like a CFO

14:09 Jan 20, 2026

10

Ep 162: Best of 2025- How to tax effectively get money out of a company

12:26 Jan 13, 2026

11

Ep 161: Best of 2025- Navigating the main residence 6-year rule CGT exemption

13:26 Jan 6, 2026

12

Ep 160: Best of 2025- Strategies to minimise CGT

15:37 Dec 30, 2025

13

Ep 159: Best of 2025- Tax changes for 2025-26 financial year

10:36 Dec 23, 2025

14

Ep 158 : 500+ of interviews, top 5 lessons: what every successful business owner must know

10:24 Dec 16, 2025

15

Ep 157: The strategic shortcut- 5 questions that transform business growth

12:14 Dec 9, 2025

16

Ep 156: 10 important business tips from Verne Harnish

15:14 Dec 2, 2025

17

Ep 155: When to Rethink Your Advisors- Red Flags With Your Accountant or Advisor

13:15 Nov 25, 2025

18

Ep 154: Redefining success: What does it really mean in business?

15:42 Nov 18, 2025

19

Ep 153: When Partnerships Fall Apart: Why Some Business Collaborations Just Don’t Work

11:05 Nov 11, 2025

20

Ep 152: The Synergy Effect – How Smart Integration drives business growth

13:41 Nov 4, 2025

21

Ep 151: Don’t trust your accountant

11:52 Oct 28, 2025

22

Ep 150: Conducting a health check of your business

12:06 Oct 21, 2025

23

Ep 149: 1%ers in business that can benefit your personal lifestyle

6:39 Oct 14, 2025

24

Ep 148: Young entrepreneurs and building wealth outside their core business

19:07 Oct 7, 2025

25

Ep 147: Maximising your EV FBT Benefits as a business owner

6:57 Sep 30, 2025

26

Ep 146: Common accounting errors to avoid

13:33 Sep 23, 2025

27

Ep 145: Making money with small-scale property development: Risks and opportunities

19:09 Sep 16, 2025

28

Ep 144: Sale Succession Strategy – Selling to an External Buyer

10:36 Sep 9, 2025

29

Ep 143: Transition Succession Strategy – Selling to Key Staff

10:55 Sep 2, 2025

30

Ep 142: 3 Pillars of Business: Profit margin, Distribution, and Demand

18:41 Aug 26, 2025

31

Ep 141: Business Activity Statements 101

12:58 Aug 19, 2025

32

Ep 140: How to tax effectively get money out of a company

11:28 Aug 12, 2025

33

Ep 139: Strategies to minimise CGT

14:45 Aug 5, 2025

34

Ep 138: All you need to know about purchasing a franchise

13:50 Jul 29, 2025

35

Ep 137: Navigating the main residence 6-year rule CGT exemption.

12:08 Jul 22, 2025

36

Ep 136: Treasurer, Jim Chalmers calls for tax reform.

13:03 Jul 15, 2025

37

Ep 135: Digitising, streamlining and automating your tax affairs

9:54 Jul 8, 2025

38

Ep 134: Tax changes for 2025-26 financial year

9:19 Jul 1, 2025

39

Ep 133: Should you be considering a super contribution strategy as a tax planning measure in your 30s and 40s?

10:06 Jun 24, 2025

40

Ep 132: Considerations for your business when creating your Will

14:28 Jun 17, 2025

41

Ep 131: What to consider when establishing a corporate beneficiary?

12:20 Jun 10, 2025

42

Ep 130: Lessons from a quarter of a century in business

22:55 Jun 3, 2025

43

Ep 129: Non-Financial Considerations When Purchasing or Partnering With a Business

10:00 May 27, 2025

44

Ep 128: Profit Distribution Strategy to Minimise Income Tax

15:13 May 20, 2025

45

Ep 127: What Does a Holistic Accountant Financial Health Check Include?

9:36 May 13, 2025

46

Ep 126: What Does a Labor Party Victory Mean for Small Business?

10:02 May 6, 2025

47

Ep 125: What is the Biggest Profit Multiplier?

16:25 Apr 29, 2025

48

Ep 124: Navigating Decision Paralysis

13:43 Apr 22, 2025

49

Ep 123: Small Business Tax Planning

14:45 Apr 15, 2025

50

Ep 122: PAYG/Individual Tax Planning

12:19 Apr 8, 2025

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