The Holistic Accountant

By: Stuart Wemyss & Mena Abraham
  • Summary

  • 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.

    © 2024 The Holistic Accountant
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Episodes
  • The Future of Work: How AI and Automation Are Reshaping the Modern Business Landscape
    Oct 29 2024

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    In this episode, Stuart and Mena delve into how AI and automation are rapidly reshaping the business world, highlighting the future of work. They discuss the shifting landscape, where traditional roles are disrupted as automation handles repetitive tasks, pushing creativity, critical thinking, and emotional intelligence to the forefront. This shift doesn’t signal a loss of jobs, but rather a pivot toward new types of roles that leverage unique human skills.

    The conversation explores how AI augments rather than threatens the workforce, with tools like chatbots managing routine customer service inquiries while human agents tackle complex issues requiring empathy and problem-solving. The episode also covers the vital need for reskilling and upskilling, with studies showing that half of all employees will require training in digital skills, AI proficiency, and data analytics by 2025.

    Stuart and Mena emphasise the advantages of AI in decision-making, where data-driven insights power strategic business moves across industries, from supply chains to finance. They conclude by encouraging businesses to embrace these advancements, focusing on continuous learning and adaptation to stay competitive. This episode provides essential insights for anyone looking to thrive in a tech-driven 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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    9 mins
  • Identifying what business failure looks like
    Oct 22 2024

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    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.

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    14 mins
  • The key to business success is fanatical discipline
    Oct 15 2024

    Send us a text

    In this episode, Stuart and Mena discuss the importance of fanatic discipline in achieving long-term business success. Drawing a parallel with health and fitness, Stuart explains that, just like staying in shape requires consistent effort over time, business success is driven by small, simple tasks executed with unwavering discipline over months and years.

    They explore the concept of "fanatical discipline," a term coined by Jim Collins, which refers to a business’s commitment to following specific practices and maintaining focus on long-term goals despite any external challenges. Mena highlights key characteristics of discipline, such as consistency, accountability, and long-term focus, which are essential for maintaining high performance.

    The episode also outlines practical ways small businesses can apply this discipline, including defining core values, creating simple processes, encouraging accountability, and fostering consistent leadership. Stuart shares insights on how a disciplined culture can lead to sustained performance, resilience, and team cohesion, while Mena discusses actionable steps for implementing these practices.

    Listeners will leave with a clear understanding of how fanatic discipline when embraced at every level of an organisation, can lead to sustainable growth and success.

    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
    14 mins

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