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The Holistic Accountant

The Holistic Accountant

By: Stuart Wemyss & Mena Abraham
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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
Economics Leadership Management & Leadership
Episodes
  • Ep 157: The strategic shortcut- 5 questions that transform business growth
    Dec 9 2025

    Send us a text

    In this episode, Stuart and Mena unveil a strategic shortcut for time-poor founders: five questions that cut through noise and pinpoint the few moves that truly move the needle. They start with “Why frameworks matter,” showing how focusing on choosing one or two high-value projects beats juggling 27 “priorities.” Then they work the 5-Question framework: (1) Where will we play? Define tight boundaries (industry, geography, customer, offer) to sharpen positioning and margins. (2) Who’s on the team? Replace owner-dependence with a small bench of A-players, clear accountabilities, and smart tech. (3) How will we win? Translate your edge speed, experience, niche, reliability, and trust into behaviors, pricing, and service. (4) What could kill the business? Name single-point fragilities (cash flow, key-person risk, system gaps) and build buffers. (5) What must get done? Pick 1–3 non-negotiable priorities for the next 30–90 days, think about fixing lead gen, redesigning pricing, hiring a key operator, or systemising onboarding. Along the way, they stress weekly metrics over quarterly retrospectives and share practical examples for Australian SMEs to boost Return on Payroll, reduce bottlenecks, and convert strategy into execution. The takeaway: clarity first, then speed. Answer these five questions honestly, and you’ll know exactly where to aim your 99% focus for compounding growth.

    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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    12 mins
  • 10 important business tips from Verne Harnish
    Dec 2 2025

    Send us a text

    In this episode, Stuart and Mena unpack ten punchy lessons from Verne Harnish’s Scaling Up, plus a sharp LinkedIn distillation by Jennifer Berkowitz, and translate them for Australian SMEs. They start with the big two: why speed wins (compress decision-to-execution with short cycles, guardrails, and rapid prototypes) and why simplicity scales (a one-page strategy everyone can explain). Then it’s “you can’t grow what you don’t measure”: weekly, not quarterly, tracking of lead flow, conversion, average order value, labour efficiency, delivery time, and retention. They tackle Goldratt’s core idea, fix the single biggest constraint before revealing the most overlooked growth lever: pricing power (a 5–10% lift can drive 20–40% more profit). You’ll hear how to raise Return on Payroll through clearer roles, better talent, automation, and ruthless prioritisation; why the “Moneyball stat” is your inbound ratio; and how AI supercharges A-Players instead of replacing them. They argue for being someone’s favourite niche dominance over bland mass appeal, and close on the kicker: speed is useless without direction. Stuart and Mena leave you with three clarifying questions (Where are we going? How will we win? What matters this quarter?) and a practical checklist to turn momentum into measurable results.

    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.

    Show More Show Less
    15 mins
  • Ep 155: When to Rethink Your Advisors- Red Flags With Your Accountant or Advisor
    Nov 25 2025

    Send us a text

    In this candid episode, Stuart and Mena unpack the red flags that signal it’s time to rethink your accountant or business advisor, and what “great” should look like instead. They start with the biggest warning sign: a reactive advisor who only appears at tax time. From there, they cover a checklist of concerns, including advisors who don’t understand your industry or goals, cling to outdated systems, hide behind vague invoices, sugarcoat tough truths, miss deadlines, or get defensive when you ask questions.

    Stuart and Mena draw a clear line between bookkeepers who record history and advisors who help shape your future, forecasting cash flow, pressure-testing plans, and translating numbers into decisions. You’ll learn practical next steps if you spot problems: raise concerns directly, assess whether things improve, then run a clean transition if you switch, ensuring records, logins, and systems are handed over smoothly. They close with “green flags” to seek: proactive contact, plain-English explanations, industry fluency, modern tech for real-time visibility, and a partner who both celebrates your wins and challenges your blind spots. Bottom line: your advisor should add clarity, not confusion, and feel like part of your team, not just a name on your BAS.

    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.

    Show More Show Less
    13 mins
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