The Holistic Accountant

The Holistic Accountant

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About

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.

Creator

Stuart Wemyss & Mena Abraham

host

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Episodes(3)

57

Ep 169: Shadow Equity: Incentives without giving away shares

Season 5Mar 3, 202618 min

Send a text At some point, every growing business owner faces the same dilemma: how do you get owner-level thinking from key staff without handing over real equity? In this episode, Stuart and Mena unpack the concept of shadow equity incentive structures designed to drive performance and long-term t

56

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

Season 5Feb 24, 20269 min

Send a text Here’s a confronting question: If you disappeared for 30 days, what actually breaks? In this episode, Stuart and Mena unpack the Key Person Discount, the invisible valuation penalty applied when a business is overly dependent on its founder. Buyers, banks, and investors assume the worst

55

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

Season 5Feb 17, 202610 min

Send a text Many business owners feel stuck in the uncomfortable middle: too big for basic bookkeeping, but not ready or willing to pay for a full-time CFO. The result? Numbers that exist, but don’t drive decisions. In this episode, Stuart and Mena break down the three distinct layers of the finance