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.
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Top 10 The Holistic Accountant Episodes
Goodpods has curated a list of the 10 best The Holistic Accountant episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to The Holistic Accountant for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite The Holistic Accountant episode by adding your comments to the episode page.
What Does a Holistic Accountant Financial Health Check Include?
The Holistic Accountant
05/13/25 • 9 min
An accountant’s job is more than ticking boxes—it’s about taking a 360° view of your finances. In this episode, Stuart and Mena outline what a true financial health check should include when your accountant prepares your year-end tax work.
They cover business health ratios, structural reviews, profit distribution planning, personal asset and liability audits, and key insurance and investment considerations. Whether you're a business owner or a PAYG client, this episode reveals the deeper layers of accounting that support long-term success.
📌 Referenced episodes:
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.
Beware! The ATO is on the Audit Warpath
The Holistic Accountant
04/01/25 • 16 min
Audit activity is ramping up fast. In this crucial episode, Stuart and Mena reveal the sharp rise in ATO audits they've seen in the past few months, with more cases than in their combined careers to date. If you're a business owner, investor, or employee with deductions, this is a must-listen.
They break down the key audit hotspots the ATO is zeroing in on right now:
• Rental Properties – especially repairs vs. capital improvements and incorrectly claimed interest on mixed-use loans
• Work-Related Expenses – With the updated fixed-rate method for working from home now in full effect, comprehensive records are no longer optional
• Property & Construction – audits are targeting GST misreporting, incorrect CGT treatment, and unreported sales tied to real estate transactions
Stuart and Mena offer practical guidance on how to stay compliant, choose the best deduction methods, and avoid common traps. They also stress the importance of a proactive, holistic accountant and highlight the benefits of audit insurance.
If you want to stay off the ATO’s radar and keep your finances audit-proof, don’t miss this timely episode.
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.
Navigating Decision Paralysis
The Holistic Accountant
04/22/25 • 13 min
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.
Customer feedback surveys: everything business owners must know
The Holistic Accountant
06/04/24 • 12 min
In this episode, Stuart and Mena dive into the world of customer feedback surveys, uncovering essential insights for business owners. They explore the Net Promoter Score (NPS) introduced by Fred Reichheld, a straightforward yet powerful tool for gauging customer loyalty and forecasting business growth. NPS segments customers into Promoters, Passives, and Detractors, each offering unique insights into customer satisfaction and areas for improvement.
Key takeaways include the importance of keeping surveys short, typically no more than 2-3 questions, and always acknowledging feedback to show customers their input is valued. The hosts discuss strategies like asking targeted questions to pinpoint high-value needs and responding effectively to negative feedback. Drawing inspiration from companies like Zappos, known for their exceptional customer service, they highlight the importance of addressing common service weaknesses and testing survey questions for clarity.
Stuart and Mena also debate whether businesses should always heed customer feedback, citing Apple’s success in maintaining a premium product focus despite demands for cheaper options. They introduce a compelling alternative to the NPS question based on Seth Godin’s recent blog, urging listeners to assess whether their customers are actively sharing their experiences.
Tune in to discover how to leverage customer feedback surveys to drive business growth and enhance customer loyalty.
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.
How can you tell if your accountant is doing a good job or not
The Holistic Accountant
03/21/23 • 8 min
This week, Mena and Stuart discuss how to tell whether your accountant is doing a good job or not. We discuss:
- The fact that fees tend to be either end of the spectrum I.e., too cheap or too expensive.
- Some signs to look out for are:
- Shares/units owned personally or operate as a sole trader
- No distribution strategy i.e., large retained profits in business.
- No discussion about exist strategy – if you are close to selling/retirement
- What to do if you think your accountant isn’t doing a great job.
If you would like us to cover a particular topic, please email us at 'advice at prosolution dot come dot au'.
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.
Getting your business ready for sale
The Holistic Accountant
12/05/23 • 7 min
In this episode, Stuart and Mena discuss strategies that can optimise your sale proceeds and the marketability of your business, including:
- Financials – this is the first component that any prospective purchaser assesses.
- Operations – businesses that are reliant on the current owner or their respective reputation are less desirable to purchase than those who have the Goodwill associated with the brand.
- Get rid of dead weight – stock and staff
- Customers – purchasers are weary if your customer base is heavily weighted to a small group
- Structuring – Michael Tselepis's example
- CGT concessions
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.
How to minimise land tax
The Holistic Accountant
03/12/24 • 6 min
In this episode, Stuart and Mena unravel the intricacies of minimising land tax, a looming concern expected to rise in the foreseeable future. They demystify the concept of land tax, emphasizing its assessment based on property holdings as of December 31st. The hosts advise listeners to scrutinise notices carefully upon receipt, underlining the significance of proactive examination.
The discussion delves into the financial barriers of changing ownership due to stamp duty and Capital Gains Tax (CGT), prompting consideration of alternative strategies such as grouping and discretionary trusts. Stuart and Mena explore actionable tactics to reduce land tax burdens and the feasibility of justifying associated costs against anticipated investment returns. Moreover, they ponder the viability of investing interstate as a means to mitigate land tax exposure.
This episode serves as a strategic guide for property owners and investors, offering practical insights into navigating the complexities of land tax while optimising financial outcomes in a shifting regulatory landscape.
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.
Making the most of the 1 July tax cuts
The Holistic Accountant
03/19/24 • 6 min
In this insightful episode, Stuart and Mena delve into strategic approaches for maximising the benefits of the 1 July Stage 3 tax cuts. They highlight the advantageous shift in the average tax rate, emphasising that in the financial year 2024, a $165k income corresponds to a 30% average rate, increasing to $200k in the next financial year (2025). Post-1 July, individuals can potentially take an extra $35k in their name.
The hosts explore the implications of the concessional cap increasing to $30k, enabling a post-1 July annual intake of $230k. They deliberate on the wisdom of delaying income to FY25 and offer a cautionary note about Div 293, advising listeners to keep income below $250k if feasible.
A key takeaway is the heightened importance of placing ungeared investments in the name of the person with the lowest income. The episode concludes with practical advice, urging individuals to bring forward any deductions in the current financial year (2024). This episode serves as a timely guide for viewers seeking to optimise their financial strategies in light of the upcoming tax changes.
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.
Identifying what business failure looks like
The Holistic Accountant
10/22/24 • 14 min
In this insightful episode, Mena and Stuart tackle the crucial signs of business failure that every owner should watch for. They reveal how stagnation can be just as detrimental as negative profit margins. Key indicators include a loss of employee morale, where high turnover and low engagement signal deeper cultural issues. Customer dissatisfaction, evident through increased complaints and declining loyalty, can also jeopardise growth.
The hosts delve into operational inefficiencies, highlighting the impact of ineffective leadership and process breakdowns. They explore the erosion of company culture, where a toxic environment stifles innovation and collaboration. Mena and Stuart also discuss brand erosion, explaining how a decline in market relevance and unclear messaging can dilute a business’s identity.
Additionally, they warn against strategic paralysis, where a failure to adapt or innovate leaves companies vulnerable to competitors. The episode concludes with a focus on the dangers of over-reliance on key individuals and the need for strong, visionary leadership. Don’t miss this essential discussion—recognising these signs early could be the difference between thriving and merely surviving!
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.
How to fire a bad customer
The Holistic Accountant
06/25/24 • 7 min
In this episode, Mena and Stuart tackle the challenging but crucial topic of how to fire a customer that doesn’t suit your business. They explore the impact of bad customers, who not only fail to refer new clients but also take longer to serve, increase business risk, and are generally less profitable and enjoyable to work with. Mena and Stuart explain that bad clients can hinder business growth and make it difficult to attract and retain great staff. They stress that success often comes from saying no to certain customers, even though many people find it hard to do so.
The discussion includes identifying what a good target client looks like and ensuring that the whole team understands this. Mena and Stuart provide practical strategies for firing a bad customer, such as increasing prices, setting future deadlines for service completion, or making excuses about capacity constraints. They highlight the importance of having a clear strategy for managing client relationships to ensure long-term business success.
Tune in for valuable insights and actionable advice on maintaining a healthy and profitable client base.
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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FAQ
How many episodes does The Holistic Accountant have?
The Holistic Accountant currently has 128 episodes available.
What topics does The Holistic Accountant cover?
The podcast is about Super, Retirement, Wealth, Tax, Entrepreneurship, Property, Investing, Podcasts, Financial Advice and Business.
What is the most popular episode on The Holistic Accountant?
The episode title 'What to look for in a bookkeeper (and how to find a good one)?' is the most popular.
What is the average episode length on The Holistic Accountant?
The average episode length on The Holistic Accountant is 9 minutes.
How often are episodes of The Holistic Accountant released?
Episodes of The Holistic Accountant are typically released every 7 days.
When was the first episode of The Holistic Accountant?
The first episode of The Holistic Accountant was released on Mar 1, 2021.
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