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The Holistic Accountant

Stuart Wemyss & Mena Abraham
Insurance
Borrowing Capacity
Tax Planning
Financial Modeling
Cybersecurity
Business Credit
Self-Employment
Customer Feedback Surveys
Financial Planning
Superannuation
Business Structure
Mergers
Net Promoter Score
Customer Relationship Management
Business Profitability
Property Development
Loan Structures
Property Investment
Team Building
Small Business Challenges

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.

PublishesWeeklyEpisodes163Founded5 years ago
Number of ListenersCategories
BusinessEntrepreneurship

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Latest Episodes

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Most business owners glance at their financial statements and move on. CFOs do the opposite; they use them as a decision-making tool to spot risks early, improve performance, and protect cash flow. 

In this episode, Stuart and Mena b... more

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In this episode, Stuart and Mena explore one of the most common and misunderstood questions business owners face: how to tax-effectively get money into and out of a company. Whether you’re starting a business, investing in one, or man... more

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In this episode, Mena and Stuart unpack the ins and outs of Australia’s often misunderstood 6-year CGT exemption rule for main residences. They explore how this powerful tax concession can help homeowners maximise profits when selling... more

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In this episode, Stuart and Mena take a deep dive into one of the biggest and often most misunderstood taxes investors face, Capital Gains Tax (CGT). Whether you're dealing with property, shares, or business assets, they explain why t... more

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People also subscribe to these shows.

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Hosts

Stuart Wemyss
Host and co-host, providing insights on holistic accounting and business strategies.
Mena Abraham
Co-host, specializing in financial planning and strategic advice to enhance client wealth.

Reviews

5.0 out of 5 stars from 89 ratings
  • Really enjoyable

    I came across Stuart’s work as a recommendation from my osteopath! This podcast I particularly enjoy because it is bite size but packs a punch! So much helpful information covering not just tax but also business sense. I enjoy so much that I listened to all the episodes from the start of the podcast. Great work Mena and Stuart!

    Apple Podcasts
    5
    Anna Liza-Melbourne, Australia
    Australiaa year ago
  • Successfully Planning, Monitoring, Managing & Evaluating A Business

    Series 1 has been a great business overview, in a logical & easy to understand segments, of the main financial elements and their management.

    Apple Podcasts
    5
    TokaraTell
    Australia3 years ago
  • Very interesting

    I’m not in business but I find the podcast easy to understand and very interesting

    Apple Podcasts
    5
    pedro de la vegua
    Australia4 years ago
  • Excellent topics and useful advice!

    Looking forward to the next season with more practical advice on financial planing and how to save tax! 👍🏻

    Apple Podcasts
    5
    CWL INES
    Hong Kong5 years ago
  • Thank you thank you thank you

    Finally, a podcast aimed at Australian business owners delivered in a straight forward, informative manner. Great content, love the style, made me look up your website to learn more.

    Apple Podcasts
    5
    fkpaul
    Australia5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The content is noted for being practical and applicable, particularly for small business owners looking for tax planning tips and business insights.
Many listeners express gratitude for the actionable advice that they can implement immediately in their own businesses.
Listeners appreciate the straightforward and informative style of discussion, often describing it as "concise and focused" which helps in easily grasping financial topics.
The hosts' expertise is highlighted, with listeners referring to the podcast as a valuable resource for financial understanding and business optimization.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Ep 115: The art of business structuring
Q: What does a restructure involve?
It's varied depending on the existing structure, type of business, and personal situation, and can be expensive but may provide significant benefits.
Ep 115: The art of business structuring
Q: How do you know if you've got a structure that is broken or needs to be restructured?
The most common hallmark is when clients have been with the same accountant for many years, leading to potential outdated advice.

Audience Metrics

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Frequently Asked Questions About The Holistic Accountant

What is The Holistic Accountant about and what kind of topics does it cover?

Content centers around the intersection of business management and holistic accounting, focusing on practical strategies for small business owners to enhance their financial performance. The hosts cover diverse topics including tax planning, wealth management, decision-making strategies, and the implications of financial decisions, emphasizing a proactive approach to financial management. The episodes are designed to be concise and actionable, making complex topics accessible without unnecessary complexity or marketing fluff. Unique aspects include real-life anecdotes and examples that illustrate key concepts, providing listeners with relatable context to their advice.

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Which podcasts are similar to The Holistic Accountant?

These podcasts share a similar audience with The Holistic Accountant:

1. Investopoly
2. Property Investment, Success & Money | The Michael Yardney Podcast
3. Australian Property Podcast
4. The Money Puzzle
5. The Property Couch

How many episodes of The Holistic Accountant are there?

The Holistic Accountant launched 5 years ago and published 163 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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