The Accountants on Purpose Podcast showcases inspiring stories of Accountants who are leaders in their field – what makes them tick, how they got there and what they do for their teams, their clients and the world.
In this episode, Sarah Bartholomeusz is joined by Andrew Heard, an experienced non-executive company director and one of the Founders of Heard Phillips Lieberenz, a boutique Chartered Accounting practice located in Adelaide that provides corporate insolvency, restructuring and forensic accounting services. Andrew has a deep interest in restructuring and turnaround assignments. This interest carries through to his directorship roles where organisational transformation is occurring.
In this episode, Sarah Bartholomeusz is joined by David Trim, a Partner, Registered Liquidator, Head of Corporate Restructuring and Insolvency at Hall Chadwick SA. David is an insolvency and forensic accounting specialist, passionate about working in South Australia, supporting South Australian businesses in financial distress, providing them with clear-cut, no-nonsense advice that will hopefully see them get back on their feet. David is an expert at pointing you in the right direction, with a wealth of knowledge in the areas of corporate and personal financial distress, financial analysis and forensic engagements, including fraud investigations, commercial dispute analysis and insolvency reports. His experience to date has seen him manage matters in the agribusiness and wine sectors across the state, as well as retail, manufacturing, hospitality and construction sectors.
That's a wrap on Season 5 of Accountants on Purpose! What an inspiring season with such an amazing group of people who have such a diverse range of experience, across many different organisations and industries, all across the world! As made evident this season, the job of a CFO or In-House is not just about revenue, costs and budgets. This season has been all about leadership and purpose and has emphasised the importance of enjoying what you do. We've learned many inspiring lessons from our guests that we want to share in this episode. Thank you to our sponsor, Chartered Accountants Australia & New Zealand for their support and a massive thank you to all of the guests and everyone who listened in to Season 5!
Sean Pearce, an Associate Director at SRG Partners, joins Sarah Bartholomeusz in the Season 5 Finale. Sean is a chartered accountant with over 18 years of experience across Big 4, listed organisations, SMEs, family-owned businesses and startups. He was previously the CFO of La Casa Del Formaggio and Water Utilities Australia, was a Senior Manager of Financial Planning & Analysis at Thomas Foods, as well as holding various roles at Elders. He has gained valuable experience in the food industry, financial services, agribusiness, consumer and industrial products. He is particularly skilled in CFO duties, due diligence, financial modelling, valuations, mergers and acquisitions, and divestments, financial reporting and analysis, project management, technology implementation, and much more.
In this episode, Sarah Bartholomeusz is joined by Amanda Cox, the Chief Financial & People Officer at Racing and Wagering Western Australia and previous executive at the West Coast Eagles Football Club. She is also a Fellow of both Chartered Accountants Australia & New Zealand and the Governance Institute of Australia. Not only that, she also serves as a non-executive director with Edge Employment Solutions, WA Institute of Sports and RPH Medical Research Foundation. Amanda is an experienced sports executive with more than 20 years of finance, people and culture, strategy, risk management and governance experience that helps her in her current role and the many community committees that she is a part of.
For this episode, Dexter Clarke sits down with Sarah Bartholomeusz and talks about his passion to be innovative, keeping the entrepreneurial spirit alive and maintaining a good balance of work and personal life. Dexter is currently the Chief Financial Officer of MotorServe, a business aiming at providing a one-stop shop for customers, including mechanical repairs and car servicing. His mission and expertise is building world-class teams and businesses. As well as being a CFO, Dexter is also a runner, a father, a husband, a marketing whizz, and other random things not usually associated with accountants.
Stacey Quinn joins Sarah Bartholomeusz to talk about what being a virtual CFO entails, what motivates her to sit on multiple boards and committees, and being competitive - whether in board games or at life. Stacey is currently the manager of Moore Australia's Corporate Finance division, with her key areas of expertise being valuation, due diligence, and mergers and acquisitions. She also acts as virtual CFO and assists various clients with strategic directions, development of systems, policy and procedures, integration of technology for improved governance, and financial reporting to boards. With a passion for equality, diversity and inclusion, Stacey acts as the chair for the SA/NT Regional Council for Chartered Accountants Australia and New Zealand, as well as sitting on various other committees including those to better assist employment outcomes for First Nations people and those living with disabilities.
Anthony Stewart joins Sarah Bartholomeusz to talk about travel and what keeps his passion for work alive. Anthony is now the group CEO and previous CFO & CCO of Thomas Foods International. He loves to travel and see the world, which he did a lot for work, and being immersed in new cultures. He has global experience in consumer goods, manufacturing and distribution and has more than proved his business capabilities by driving change in fast-paced, challenging, and culturally-diverse environments across the various organizations he's worked for. He also enjoys his work at Thomas Foods because every day brings something new and he is afforded opportunities to build things with substance and value on a large scale.
Frances is an experienced sustainability, finance and sustainable development professional with over 15 years' experience ALL over the world. She is currently an Operations Director at Conservation Capital and an Independent ESG Senior Consultant at ERIAS, specialising in nature-based solutions and conservation enterprises, public/private sector engagement, conservation finance, ESG, corporate sustainability and reporting, and carbon management and GHG accounting. This inspiring episode covers Frances' multi-geographical and multi-industry experience and uncovers some valuable wisdom that we can all learn from. Her experience ranges from international development and financial inclusion - working with private sector, aid agency, and donor partners; financial services (Australian & US funds management); and auditing. It comes as no surprise that we need more people like Frances in today's world!
In this episode, Sarah is joined by Brendan Rinaldi, Head of Health at ANZ, and previous State General Manager of Business Banking for ANZ in South Australia. He has a background in accounting, restructuring, banking & finance. He previously worked for PwC & KordaMentha before joining ANZ. Brendan has led large national and state teams over the past 4 years, focusing on a high performing culture and a values-based approach. He is passionate about developing and expanding on his leadership skills and bringing the best out in others. Having grown up on his family farm in the Riverina, he has strong views on ensuring a sustainable approach to banking and doing the right thing by customers and the community.
Laura Taylor is a Senior Accountant for Finance and Assets at SA Water. Laura is a Chartered Accountant with over 10 years' experience working within large corporations. Laura started her career in Brisbane, working there for 4.5 years, coming back to Adelaide for 6 months and then took her expertise to the United Kingdom where she gained valuable experience working with global brands. Bringing her experience and expertise back to Australia, Laura continues to have a successful career whilst continuously searching for ways to learn and grow as an accountant.
Leanne Allen joins Sarah Bartholomeusz to talk about what drives her, both metaphorically and literally! Leanne is the Executive Director and Chief Financial Officer of Commercial & General. Leanne loves fast cars, loud music and...numbers. She joined Commercial and General two years ago and has played an integral part in transforming their finance and operational processes to become rigorous systems reflective of a business that has changed and matured. Amongst her many accomplishments, Leanne is passionate about giving back to the industry, currently a mentor for the 500 Women in Property program and Member on the SA Corporate Advisory Committee (Chartered Accountants Australia and New Zealand). She is proud of Commercial & General's strong gender diversity across the organisation and thrives on the challenges that come with working in a large corporate structure.
Special Edition of Accountants on Purpose | Season 5 Launch Episode Ben Preston joins Sarah Bartholomeusz to talk about his unique journey to becoming an accomplished CFO. Following a series of very cold nights working in remote South Australia and a chance meeting a plan was put in place to embark on the journey to become an accountant. The “journey” included working as a mining labourer at Olympic Dam, a spot welder on the production line at Mitsubishi and an Accounts Payable clerk at the Women's and Children's Hospital. Ben Preston is now an accomplished CFO with many years of experience behind him as a CFO and prior to this working in both second tier and big four accounting firms. He is currently the CFO of the very popular family restaurant franchise, Fasta Pasta.
Professional service providers have a way to go in making a mark on gender equality and empowering women in the workplace, marketplace and community This season has been centred around Female Partners of accounting firms and their journeys. Our guests on the show have smashed through the glass ceiling to stand toe to toe with their male peers in the boardroom and the business world - not an easy undertaking even in this modern day and age. This episode is a reflection of the true strength and determination of these unstoppable women.
Lisa Pritchard is the Director of Tax Services at Holman Hodge. Lisa is a passionate South Australian who has worked with small to medium businesses for more than 20 years. As a taxation specialist, she assists all types of businesses to ensure compliance with the complex Tax Laws that govern Australia. Lisa has also worked with many businesses at differing stages, establishing their businesses, developing and growing their businesses and transitioning out of the business. Lisa is especially passionate about women in business in South Australia. Lisa works with several entrepreneurial women that she works closely with to assist them with enhancing their businesses.
Meryl Johnston is the Founder and CEO of award-winning, Xero Bookkeeping and Financial Reporting firm, Bean Ninjas. Her mission is to take the stress out of managing business finances for entrepreneurs, to allow them to have happy, busy and successful lives. Meryl and her team love working, with coaches, bloggers, e-commerce and services businesses. In addition to her role as being CEO of Bean Ninjas, she’s also an avid surfer and the co-host of the podcast, Bean Ninjas.
Sarah McEachern is a Partner at Nexia Edwards Marshall NT. Nexia is a Financial Services firm that strives to maintain its reputation being one of the most respected and professional firms in South Australia and the Northern Territory. They employ smart, professional, ethical and dedicated people who are great at what they do and Sarah is a true example of that. Sarah has worked for Nexia for 18 years and has been the Treasurer for a number of organisations, including her current position with the Triathlon Club. In this episode we cover: The story of where Sarah grew up. The three essential items that Sarah would need if she were stranded on an island. What people don’t know about Sarah. The challenges of becoming Partner and overcoming them as well as how she came to relocate to Darwin. The impact of Covid-19 on work and life. And much more! Check out the full episode. [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [GUEST INFO] LinkedIn Nexia Edwards Marshall NT [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Annie Flannagan is a powerhouse, running multiple businesses. Annie is the Co-Founder of Num8erLust, the Founder of The Entr3preneur Experiment and the Founder and CEO of Better Business Basics. Annie founded Num8erLust and Better Business Basics to change the way businesses understand their financials and she is passionate about continuing her education in the fields of value networks, knowledge management and financial control models in business. Annie has the long term goal of working in the social entrepreneur space to be able to give back what she knows. In this episode we cover: The language Annie would love to know how to speak. Her time growing up in London in a feast or famine environment. The success of Better Business Basics. The challenges of starting a business and not knowing what you are doing. Num8erLust and The Entr3preneur Experiment - how these businesses came to be and what they are all about. And much more! Check out the full episode. [FOOD FOR THOUGHT] It’s interesting to see how your childhood experiences can shape how you view and manage money. [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [GUEST INFO] LinkedIn Better Business Basics [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Anetta Johnston is a Partner at KPMG Australia. She is passionate about solving the tax issues of her clients by understanding their commercial objectives and strategic goals. Anetta enjoys seeing her clients gain knowledge of the tax laws that they can apply to their business. With over 15 years, both in the Professional Services and Legal sector, working in Adelaide, Melbourne and Sydney; Anetta’s experience has provided her with tax, legal and accounting expertise. In this episode we cover: Anetta’s morning ritual. Why Anetta loves summer and how it ties into training as a figure skater. Anetta’s family travelling adventures. Her experience leaving Poland as a child during the Communist regime. Why Anetta decided to study both, Law and Commerce. How both fields have shaped Anetta’s career. And much more! Check out the full episode. [FOOD FOR THOUGHT] When looking for opportunities, look for things that align with your values [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [GUEST INFO] LinkedIn KPMG Australia [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Katelyn Adams is a valuable member of the HLB Mann Judd Corporate Division and has over 10 years of accounting and company secretarial experience, servicing predominantly ASX listed companies. Katelyn has extensive knowledge in Company Secretarial duties, ASX listing rule requirements and IPO and capital raising processes as well as strong technical accounting knowledge. Katelyn is accessible, practical and personable. Ensuring that she is dedicated to her clients and their businesses. In this episode we cover: Katelyn’s dedication to her 4.35am start to the day and why she does it Katelyn’s favourite scene from a movie Moving from Mt. Gambier as a child and what that has meant to her Becoming Partner and the curve balls in between How being thrown in the deep end has shaped her career And much more! Check out the full episode. [FOOD FOR THOUGHT] Not everybody has to be great at everything, you just have to be great at what you are good at and knowing what that is [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [GUEST INFO] LinkedIn HLB Mann Judd [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Imelda Alexopoulos is a Partner at PwC, where she leads the firm’s Financial Advisory Practice and Business Align and Connect. With 12 years experience in professional services, Imelda is passionate about working with organisations to identify opportunities to utilise technology to create efficiencies and help emerging businesses scale and accelerate their growth. Her clients range from start-ups and small to medium enterprises, to large public companies, to multi-national and not-for-profit organisations across a very wide range of industries. In addition to this Imelda also leads the Incentives and Innovations business in South Australia, where she has successfully assisted many organisations to access various Federal and State Government grant programs. Imelda’s story is inspiring and very touching - be sure to watch until the end. In this episode we cover: Imelda’s passion as a talented singer Her surprising best and worst habits Her proudest achievement of the last 3 months Being on the Board of State Opera of South Australia and how it is aligned with her passion Imelda’s degree in Biomedical Science and the serendipity moment that founded her accounting career Co-Founding PwC’s new national business called Business Align and Connect And much more! Check out the full episode. [FOOD FOR THOUGHT] We need to foster start-ups because without them, we do not have an ecosystem Cherish the moments with your loved ones and never take them for granted [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [GUEST INFO] LinkedIn PwC Australia [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Angela Stavropoulos has more than twenty years experience in accounting and taxation services and is a Partner at Pilot Partners. She assists clients with their business planning, budgeting, business structuring, financial modelling and analysis and tax planning strategies Angela co-manages the firm’s medical services division and works with many different types of medical practitioners and understands their unique professional pressures.
Jennifer Ma is the Managing Director of Chapman Capital Partners. Jennifer has over 20 years experience as an Accountant, working with ASX listed companies, large privately owned businesses, Government and SME businesses as well; she has a great base to start the start-up business that she is working in. Jennifer is a Managing Director and she is also on three different boards, which just adds to the amazing expertise that she has.
Christina Gulliver is a Partner at Brentnalls SA. Christina’s significant experience in taxation and business advisory services has proven to be an excellent foundation for making a positive difference to her clients. She specialises in areas including benchmarking, structuring, management reporting, compliance and tax planning. Clients appreciate her questioning mind, enthusiasm and optimistic nature – and all of these attributes assist Christina to achieve great outcomes for her clients. Christina has one important objective in mind: reducing the workload of business owners, so they can become more focused on developing their business. In this episode we cover: What inspires Christina to get out of bed every morning. Why Christina does not have a favourite food. The most challenging part of Christina’s role and how she has worked through those challenges. The most pivotal person in Christina’s life and what she has learned from that very special person. The experience of being on the Board of Spence Club and the learning opportunity that it brought with it. And much more! Check out the full episode. [FOOD FOR THOUGHT] Slow down and take a step back and enjoy the ride a bit more. [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [GUEST INFO] LinkedIn Brentnalls SA [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Jess Telford has over 20 years experience as an accountant and business adviser and is a Partner at Oreon Partners in South Australia. Jess loves working with clients in a range of different industries, including; manufacturing and agriculture. Her expertise ranges from business accounting, cloud accounting, business restructure and taxation. Jess is an avid runner and has served on the board of the South Australian Road Runners Club for many, many years. In this episode we cover: Jess’ favourite celebrity growing up. Her motivational song that lifts her. Why Jess is not a morning person. Her life as a young girl on a farm. Deciding on becoming an accountant when fashion design was her passion. The early days of Jess’ career and balancing her studies. The challenges of becoming a Partner. The best decision that Jess has ever made……… And much more! Check out the full episode. [FOOD FOR THOUGHT] Things don’t always go to plan but don’t give up. Be kind to yourself and be kind to others. [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [GUEST INFO] LinkedIn Oreon Partners [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
In this special edition of Accountants on Purpose, Sarah Skeats joins Sarah Bartholomeusz to talk about what it takes to become a purpose-driven and thriving business, exploring a proven methodology focused on business growth through brand, product, channel and sales. Sarah is renowned for her experience in brand and marketing across a number of the world’s largest brands. Most recently as the Head of Brand at NAB, where she delivered the latest brand strategy, More than Money. Transferring her knowledge into the enterprise space, Sarah is now a Partner of BoB (Business of Brand) Group and Managing Director of BoB Australia, where she uses her experience to deliver brand led growth for private enterprises. She works directly with the CEO to create the strategy so the business can scale and drive up the business valuation. Sarah has worked with hundreds of businesses and business leaders globally, helping them grow and step into their own potential through brand led growth. She is here to shift their belief of what’s possible. In this episode we cover: What is purpose and how do you find it The two different ways of creating a business model Why a purpose lead brand strategy can work for you and how it has worked for other big brands And much more! Check out the full episode. [FOOD FOR THOUGHT] Purpose is at the heart of everything Purpose is a really important place for you to start with your business, as it sits over the top of everything - your whole business model [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [GUEST INFO] LinkedIn Business of Brand [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies.
That's a wrap on Season 3 of Accountants On Purpose! Once again, we had incredible guests this season and some of them shared their 'purpose' with us. What they said was inspiring, encouraging and a reminder that there are good people in this world doing great things. Thank you to all of our guests and our listeners for making this season possible - season 4 is only moments away, so stay tuned and tell all of your friends about Accountants on Purpose.
Paul and Paula Murray have a great story! Paul studied accounting back in the 90's and joined a video game company in South Australia called Ratbag as an artist and producer; the company grew from 15 to around 120 people over the early few years. Later on, Paul left and joined a new practice that his dad was setting up in Adelaide after his dad finished riding his bike around Australia. Paula was a travel agent and then went on to study accounting and commercial law and joined the practice prior to Paul, specialising initially in Self Managed Super. Paula’s dad also joined the practice having retired from his practice in Port Lincoln. Paul and Paula met and got married and bought the practice around 10 years ago and have been running the practice since. Their clients are scattered all over Australia from the South East of SA to Port Lincoln to Alice Springs right through to Nyngan and Kununurra. They were a traditional practice but started converting over to the Xero platform around 2015; AccountKit was started around that time as they saw opportunities in the way they did things and cloud accounting data. Since then Paula has taken over 99% of the running of the practice while Paul is focused primarily on the software side of things. Amongst it all, they also had 3 kids to add to the madness. It’s an episode not to be missed! In this episode we cover: The last overseas destination they visited together What they were like as teenagers. The items that they cannot live without on a daily basis. The secret of working together as a couple and why they don’t need to switch off from work. Their lives before Account Kit and Murray Business Solutions. How AccountKit came to be. And much more! Check out the full episode. [FOOD FOR THOUGHT] If you can raise good humans, you will be raising them to do good in the world. [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [GUEST INFO] LinkedIn Facebook Twitter Instagram Murray Business Solutions Account Kit [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
David Dillon is the Managing Director of Custodian Backoffice, a company that provides businesses that can’t justify the investment in hiring dedicated support staff with bookkeeping, cloud accounting and virtual CFO services. He is the President of the Association of Virtual CFO’s and he has authored two books. With a large portfolio of clients, David’s vision is for businesses to prefer using the Custodian Backoffice support function to their own or anyone else’s by being the optimum alternative. In this episode we cover: The story of where David grew up, moving schools multiple times. David’s “superpower” of choice - and it’s a little bit different. The moment David realised that he wanted to be an accountant. How Custodian Backoffice came to be - the 2am “aha” moment that started it all. And much more! Check out the full episode. [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [GUEST INFO] LinkedIn Custodian Backoffice Profit Metrics by David Dillon 3 Levers: Essential Guide for Increasing Profit$ by David Dillon Association of Virtual CFO’s [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Genene Wilson is the Principal Adviser at Finesse Financial Advisers and she is a specialist in women’s finance. Her decade of financial planning experience, advising clients as a forward thinking accountant for two decades beforehand means that she can offer insight that can help women move past what is holding them back in order to get their money universe sorted and keep it that way. In this episode we cover: Genene’s favourite game as a child and how it helped her get her break in accounting. What we can learn from world events. Genene explains what she does at Finesse Financial Advisers and how she helps women in particular. Helping clients move forward with purpose. The educational programs that Genene has been working on to best prepare her clients. The emotional trauma of being bullied in the workplace and how Genene has overcome it. And much more! Check out the full episode. [FOOD FOR THOUGHT] It’s important to guide people with patience, love and care. [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [GUEST INFO] LinkedIn Finesse Financial Advisers [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
In this very special episode of Accountants on Purpose, previous guest Kym Nitschke - CEO of Nitschke Nancarrow Accountants, plays host and puts Sarah Bartholomeusz in the podcast hot seat. If you love listening to Accountants on Purpose then you will love the conversation between Kym and Sarah! Get to know the Goddess of Governance as Kym asks all of the questions that you want to know. In this episode we cover: Why Sarah chose to create a podcast focussing on accountants and their industry. The experiences that Sarah has been able to share with her podcast guests and her listeners. How You Legal helps doctors understand the importance of future proofing. The art of networking. Sarah’s “must read” list for everyone. Sarah’s involvement in Business For Doctors and Entrepreneurs Organisation. And much more! Check out the full episode. [FOOD FOR THOUGHT] Using different perspectives can create a better world. You have to change the way you think in order to change anything in your life. Be true to your core. [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Janine Williamson is the Director of Wealth Advisory at William Buck and is one of their longest serving employees. Janine has provided, honest, empathetic and direct advice to clients for more than 15 years. When Janine is able to help her clients achieve their financial goals, such as paying off their home loan or building up their savings, this is when she gets the biggest kick. Her satisfaction comes from helping clients of any age in any situation. In this episode we cover: The reason why Janine learned Japanese for 4 years. Janines journey at William Buck - how she started as a Secretary and is now a Director. Planning for the future and why it is so important. Janine explains what a financial health check is and her tips for financial health. And much more! Check out the full episode. [FOOD FOR THOUGHT] Things change and you have to go with it. Be patient and be persistent. [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [GUEST INFO] LinkedIn William Buck [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Jessica Giles is a money mastery and manifestation coach. Having been an accountant for over 10 years, Jessica now runs a very successful business aimed at coaching into financial freedom called Chic Money. Jessica is passionate about creating wealth for women on their own terms and in a soul aligned way. So successful in her business, she has flown around Australia to speak and present on how to create the life you dream of. In this episode we cover: Jessica’s love of pets and how she named her first pet, moving out of home for the first time. What it’s like to walk a day in the life of Jessica and how meditation and journaling forms a big part of her day. The unconventional way Chic Money came to be. Becoming a single mum and having an awakening. Manifesting in accounting. And much more! Check out the full episode. [FOOD FOR THOUGHT] Humans are "meaning making" machines. We’re all human and we struggle with the same things. When people show you who they are - believe them. Consciously choose your thoughts and beliefs. [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [GUEST INFO] LinkedIn Chic Money Podcast Chic Money Chic Money Facebook [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Trevor Basso has over 40 years of experience in accounting and tax. He is the owner of Basso Newman Chartered Accountants, a business that has been in operation for over 36 years. Although his firm may be considered small compared to other chartered accounting firms, the Partners would prefer to remain on a one on one basis with their clients and hence the size is both planned and enjoyed. Trevor has been on the board of multiple organisations, including The Football Federation, The Royal Society For The Blind and Enterprise Development Inc - an organisation that has worked with both the Government and private sector for almost 20 years, fostering and mentoring young entrepreneurs in South Australia. In addition to this, Trevor was also on the Register of Administrators with the Registrar of Aboriginal Corporations, which he is very enthusiastic and passionate about and continues to be working in the Indigenous space. He’s a father of three with two grandchildren and those grandchildren and children keep him on his toes, outside of the office. In this episode we cover: Trevor fondly recalls family gatherings with his Italian grandmother as a child. Trevor’s love (and frustration) for golf and fishing. What drives Trevor’s passion for accounting - the ability to help people. The culture at Basso Newman and why it’s a great place to work. The highs and lows of having a family owned business. And much more! Check out the full episode. [FOOD FOR THOUGHT] As accountants, you tend to become more than a financial advisor, you become a real advisor. The best attitude is a “client first” attitude I want to be meaningful to my clients and support my staff. Two wrongs don’t make a right. [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [GUEST INFO] LinkedIn Basso Newman Chartered Accountants [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Content Warning for the Accountants on Purpose podcast - This conversation with Vanessa Bamford discusses mental health and suicide, if this episode raises any issues for you please seek help, there are contact details for Lifeline and Beyond Blue below. Vanessa Bamford is the Director of Vision Beyond Business and she has spent her whole life in small business. With entrepreneurial parents that pushed the boundaries through all odds in their small business during the 90’s recession, Vanessa watched them succeed. Accounting is Vanessa’s trade but small business success is her purpose. Vanessa also has a strong desire to make a positive difference for mental health in her community and her first step was to adopt this within her organisation. Vanessa has created an environment that is centred around well-being, a growth mindset, empowerment, flexibility and open communication. In this episode we cover: Vanessa’s proudest moment as a child. Living in the UK and Europe for 2 years and how Vision Beyond Business came to be. Hitting a wall in the beginning phase of her business and what Vanessa chose as the solution. The importance of being a purpose driven business. Learning innovation from her parents who owned a Deli during the recession. Why Vanessa is extremely passionate about mental health and what she is doing about it. And much more! Check out the full episode. [FOOD FOR THOUGHT] Never give up trying to find a better way. Check in on yourself and learn to be self aware so that you can look after your mental health. For Crisis Support Please Reach Out To - Lifeline - call 13 11 14 or text 0477 13 11 14 www.lifeline.org.au Beyond Blue - 1300 22 4636 www.beyondblue.org.au [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [GUEST INFO] LinkedIN Vision Beyond Business [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Aly Garrett is the Founder of All In Advisory and is the winner of the 2019 Women in Finance, Small Business Adviser and Principal of the Year Awards, as well as the 2018 South Australia SMSF and Accounting Professional of the Year, Partner of the Year and Overall Excellence Awards and the Founder of one of the Top 50 Cloud Accountants in Australia Aly is a Fellow CA and Tax Agent and draws on over 25 years of experience to deliver customised accounting, taxation, advisory, transactional and cloud solutions. Aly is a leader in the tourism industry and the cloud revolution space. Aly is passionate about seeing businesses thrive and adapt in times of rapid change. In this episode we cover: Aly’s favourite scene from a movie and the inspiring take away from it that left her in tears. The last time Aly laughed out loud and why. Aly’s passion for the travel and hospitality industry and how it started. The vision behind All In Advisory and Aly’s mantra. Finding her perfect blend of success. And much more! Check out the full episode. [FOOD FOR THOUGHT] If anything that is a process and can be automated, it’s going to be, so we need to teach our children things that are creative and things that are entrepreneurial. You have to build your own platform. [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [GUEST INFO] LinkedIN All In Advisory [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Nadi Elias is the CEO Of Equus Partners, a firm of proactive Certified Practising Accountants, Business Advisors and Financial Advisors who strive to create wealth for clients and their families. Nadi is a Chartered Accountant, a CPA and an Australian registered tax agent but his passion is not in corporate investment finance, it’s with start-ups, micro, small and medium size businesses. He loves the creative industry, the tech world, property and construction and the coffee industry. Setting it up right from the start and working closely with the owners to maximise cash-flow, maximise profit, minimise tax, protect the wealth created and reinvest the gains to create additional wealth. In this episode we cover: Nadi’s family holiday to Europe - the Gelati experience. The perception of off-shore business and the cultural learning curve. Building a culture within a remote team. The coffee lifestyle - drinking more than 6 coffees a day. Working for the family business at a young age and what he learned from that experience. Working in London through the GFC and working with members of the royal family. And much more! Check out the full episode. [FOOD FOR THOUGHT] Hard work will turn into some form of success. [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [GUEST INFO] LinkedIN Equus Partners [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Graham Burfield is the founder of Burfield and Associates. From his early days at Deloitte, he has over 30 years experience with medical practices, agricultural businesses, property, tradies, hotels, people who run their own small businesses - he has so much experience under their belt. When it comes to tax and accounting over the last 30 years, Graham has seen it all. In this episode we cover: What it means to be persistent. His weekly breakfast routine with his whole family. Why he gifted 20 of his clients a copy of “How to Avoid a Fall From Grace: Legal Lessons for Directors”. Who Graham’s mentors are and why. What success means to him. The 6 secrets to positive cash flow. And much more! Check out the full episode. [FOOD FOR THOUGHT] Recognise that you don’t and can’t know everything When someone makes a mistake within your business, recognise it as a training opportunity Success means having choices, to do whatever you want, whenever you want and with whomever you want. [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [GUEST INFO] LinkedIN Burfield and Associates [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Jenny Letts is the Director of Jenny Letts Valuations and Forensics. Jenny has spent over 20 years specialising in helping business owners who are going through a separation or conflict, know and understand the value of their business and give them a successful outcome. Jenny is starting to move into the world of valuations where there’s no conflict and she is finding her purpose in that. In this episode we cover: Jenny’s morning ritual and why she has broken the habit of looking at her phone. Living the Queensland beach lifestyle. The road to specialising in forensic accounting instead of becoming an anaesthetist. Being an expert witness and giving evidence in court. Changing focus to build on the valuations side of her business. Making the change from working as an employee to starting her own firm. The story behind her clever “Coffee” marketing plan. And much more! Check out the full episode. [FOOD FOR THOUGHT] Be happy, honest and kind Find happiness in all the small things [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [GUEST INFO] LinkedIN Jenny Letts Valuations & Forensics Facebook - Jenny Letts Valuations and Forensics (@jennylettsvaluationsandforensics) Instagram - jennylettsvandf Twitter - @JennyLettsVandF [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
After 21 years as a Partner with a chartered accounting and wealth solutions firm, Angela commenced Best Business Results, a provider of focussed, people, profit and growth solutions to small and medium businesses. Angela’s client base is very broad and consists of local, regional, national and also international businesses in a wide range of sectors including - professional services firms, food and wine, manufacturing, health, training, construction and many more. Angela’s purpose is to make sure that businesses and the people in them, become the best they can be. In this episode we cover: Why Angela started Best Business Results and what they do there. Working more in her strengths now and the value of that. The values that Angela lives by in her life and in business. Working with like minded people. Owning a holiday accomodation business with her husband - South Australian Escapes. And much more! Check out the full episode. [FOOD FOR THOUGHT] Never take anybody on face value. Don’t ever recruit when you are desperate. Strategy is rarely the cause of failure, lack of implementation is. We can multitask but we can’t multi focus. [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [GUEST INFO] LinkedIN Best Business Results South Australian Escapes MindShop Blog [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
That’s a wrap on Season 2 of Accountants on Purpose! It has been an amazing 11 episodes showcasing some very talented entrepreneurs. Here are the top take aways that our guests shared with us from their journey so far… We would also really like to thank our amazing sponsor, the University of Adelaide’s startup incubator - ThincLab! In this episode we cover: Be genuine and authentic - Miriam Holme There’s no such thing as the perfect time for anything, jump in when you can - Chris Gray Set yourself up for success every day - Spencer Sheinin Stay curious, be grateful and let go of judgement - Paul Dunn The impact of having a purpose driven business will outweigh the challenges - Andrew Van De Beek Stay connected to your community and strive to help better peoples lives every day - Andrew Mattner Being an optimist can help to sell the vision but a good accountant is very valuable - Stuart Snyder You have to understand your barriers in order to choose your best growth strategy - Mark Lim Blockchain will become the norm and accountants need to be ready for it - Chris Hooper Your business can be a true reflection of yourself which includes your core values and your purpose - Harvee Pene And many more! Check out the full episode. [FOOD FOR THOUGHT] • Season 3 is just around the corner - so stay tuned! [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
When it comes to running a business with a purpose that is higher than profit, Harvee Pene is a master of it. He is the Co-Founder of Inspire - Life Changing Accountants and after overcoming many challenges in his life, has ultimately decided to dedicate himself to giving back with over 7 million “giving impacts” to date. Harvee is a qualified Chartered Accountant, business owner, author, TedX speaker, podcast host, father and cancer survivor with a vision for building a better world which he is actually doing something about. In this episode we cover: Harvee’s mantra that he lives by following a life changing moment that completely blind sided him. Finding his life purpose. The story of Inspire Life Changing Accountants and becoming Australia’s most impactful accounting firm. The inspiration behind Harvee’s business. Saving clients over $10 million dollars in tax which allows for donating 10 million days of food, water, health and sanitation to families in need. Harvee’s “Win for Win” model. Cashed Up - the intention of Harvee and his business partners book to help young families who are struggling with their finances. The importance of having a proactive accountant. And much more! Check out the full episode. [FOOD FOR THOUGHT] Inspire before you expire. It’s impossible to get cashed up if half of your earnings go to tax. When businesses have a purpose that goes beyond profit they tend to be more financially successful. There are two most important days in your life. The first is the day you are born and the second is the day you find out why. [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [OUR SPONSOR] Thinclab 90 Day Sprint ThincLab | University of Adelaide [GUEST INFO] LinkedIN Inspire Life Changing Accountants Cashed Up Inspiring Business For Good Podcast with Harvee Pene [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Our guest Chris Hooper, at the time of this interview, was the CEO of Accodex. Unfortunately, Accodex has since gone into liquidation and we feel it’s important to show this interview because it highlights the rollercoaster that is entrepreneurship and how real it can be. Chris Hooper is an accounting futurist who believes that accountants can change the world! He is passionate about helping small business owners and he was one of South Australia’s inaugural Top 40 under 40 Business Leaders last year. We would like to give a shout out to Chris and say that we are here for you. In this episode we cover: Chris’ obsession with Disney movies and the meaning behind his favourite song from Aladdin - Prince Ali. How being involved in “Bake Sales” as a child, was the launching pad for Chris’ accounting and business career and the lightbulb moment later on. Not finishing High School did not mean that University was out of reach. Why the most important step for young accountants is to have a mentor. The motivation behind starting Accodex with a friend from High School. What it means to be an accounting futurist. And much more! Check out the full episode. [FOOD FOR THOUGHT] Accounting is the articulation or the expression of business. Google search: The 1099 Economy Article - The 6 Best Moves In My Early Accounting Career Moves In My Early Accounting Career [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [OUR SPONSOR] Thinclab 90 Day Sprint ThincLab | University of Adelaide [GUEST INFO] LinkedIN [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Mark Lim is the CEO and Founder of award-winning growth services firm, Magnetic Alliance. Mark has over 17 years years experience working with ASX listed companies, Fortune 500 companies and fast growth entrepreneurs. Mark was a winner of the InDaily Top 40 Under 40 Business Leaders for South Australia last year. Mark trained as an accountant but at his heart he’s an entrepreneur and he’s broken down many barriers to get to where he is today. In this episode we cover: Why Mark listens to the epic sounds of Hans Zimmer and orchestral music to motivate him - and the scientific data behind it. How Mark stumbled upon Brazilian Jujitsu as his sport of choice. Mark explains what the turning point was for him when he decided to get out of the accounting industry. How having an accounting background has played a big role in being able to help clients now. The difference between an “I” shaped career and a “T” shaped career. Why CFO’s call Mark to find out how to use numbers to change behaviours. Magnetic Alliance - what it is and how it came about. What makes a good entrepreneur and how to have a good strategy for business growth. And much more! Check out the full episode. [FOOD FOR THOUGHT] Using what you currently know can bring a new dimension to a new field of interest. You can’t be scared to broaden your skill base as your career will always change. To be an entrepreneur you have to have a bulletproof mindset and be unstoppable. [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [OUR SPONSOR] Thinclab 90 Day Sprint ThincLab | University of Adelaide [GUEST INFO] Magnetic Alliance YouTube - Magnetic Alliance LinkedIN 100 Business Insights [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Stuart Snyder was a Co-Founder, Director and CFO of YourAmigo Ltd, which was the SA Exporter of the Year in 2008. Your Amigo was incorporated in 1999 and successfully commercialised novel search technology from Flinders University. YourAmigo is a technology leader in the search marketing space with installations on websites in over 30 different countries including many of the world’s top 100 companies in eCommerce. Stuart grew up in Silicon Valley, starting his career as a CPA at KPMG in San Jose, California and migrated to Adelaide in 1993. He is now an investor in SA startups - Happy Inspector, Portalink Solutions, Frontier Microscopy, Ping and a limited partner in Blackbird Ventures. Stuart spends time mentoring entrepreneurs and doing volunteer work - he’s a self confessed lazy bum. In this episode we cover: The biggest hurdles in Stuart’s career so far. How the idea for YourAmigo came about. Raising capital for YourAmigo when people had not grasped the idea of Google yet. Being a startup investor in South Australia and the challenges within that startup space. The difference between working as an accountant in the United States compared to Australia. Being spiritual and finding his purpose from a young age. Going to High School with Steve Jobs. And much more! Check out the full episode. [FOOD FOR THOUGHT] “Working as an accountant, I always had a secure job but I never had job security” “To be successful you need to be an optimist” “Life is about having many different experiences” [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [OUR SPONSOR] Thinclab 90 Day Sprint ThincLab | University of Adelaide [GUEST SOCIALS] • LinkedIN [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Andrew Mattner is the owner of Altitude Advisory and Catapult Wealth. He has over 25 years experience, consulting to the SME market and he helps business owners run better businesses so that they, their family and the people they work with have every opportunity for success. He helps people to change their lives for the better every day. In this episode we cover: Finding a sense of culture and connection growing up and having access to artefacts from the 1800’s that belonged to his grandparents. Travelling to New Zealand, spending time with a monk and what he learned from that experience. Owning 6 brands and how they all came about. Having a strategy that allows Andrew to keep his head above water, mentally, when running so many businesses. Working cohesively with teams based in Adelaide and the Phillipines. Why Andrew has had enough of unethical recruiters and the positive outcome of a a bad experience. The importance of having a good shareholders agreement when things don’t go to plan. And much more! Check out the full episode. [FOOD FOR THOUGHT] “Improving lives is a key focus. Getting up and asking who can I help today.” “Just keep having a go, it’s not always going to be perfect but just keep having a go.” [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [OUR SPONSOR] Thinclab 90 Day Sprint ThincLab | University of Adelaide [GUEST SOCIALS] • Altitude Advisory • Catapult Wealth • LinkedIN [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Miriam Holme is a force to be reckoned with! Miriam has a long spanning career with a myriad of achievements. She is an entrepreneur, a lawyer, a qualified accountant, the host of a podcast show and has many accolades to her name. Miriam is the founder of FAB Tax Accountants and has over 14 years experience helping people and small businesses across Australia. Her passion and drive for keeping accounting relevant and understandable has proven to be a successful formula for her as she continues to lead the way in the accounting and taxation industry. In this episode we cover: How Miriam started Fab Tax Accountants and how she grew it from the kitchen table into the monster business it is today. Miriam’s experience with Bitcoin and how she became an expert at it and gained media exposure for it - almost overnight. How having family support helped Miriam to build her business but it didn’t mean instant success. Facing rejection and being authentic about it. Having a goal of being in the top 40 self-made women under 40. And much more! Check out the full episode. [FOOD FOR THOUGHT] It doesn’t always happen as they say, “if you build it, they will come”, it is more like “if you build it and market and market and market, eventually they will come”. I want to be genuine and authentic with sharing my journey. [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [OUR SPONSOR] Thinclab 90 Day Sprint ThincLab | University of Adelaide [GUEST SOCIALS] • Fab Tax Accountants • Sisters That Slay Facebook Page • LinkedIN [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Andrew Van De Beek is pretty amazing! He is the Director and Co-Founder of Illumin8 and the Co-Founder of a social enterprise - Big Little Brush. Andrew is passionate about working with people to help their business and investment performances meet their life goals and dreams. Knowing why they choose to do what they do puts everything into perspective. He’s keenly interested in working with new businesses and original ideas, helping to discover ideal business software and technologies to help them succeed while providing the right level of advice for any need or concern. Andrew really moves away from stereotypes that have covered the accounting profession in the past. A position where importance is given to ethical, reliable and genuine relationships with clients is paramount to him. It’s only then that real change and growth can begin. In this episode we cover: Being obsessed with what people are doing and what they could be doing. Being a whiskey enthusiast and his dream to open a whiskey bar one day as a life goal. Having a rebellious side and what it actually means - and it’s not what you think! What makes Illumin8 different to the “normal” accounting firm and what’s at the core of their purpose. Embracing technology as a completely cloud based business. And much more! Check out the full episode. [FOOD FOR THOUGHT] No one wins when you don’t speak truth and honesty. People should be able to work where they live, not live where they work. [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [OUR SPONSOR] Thinclab 90 Day Sprint ThincLab | University of Adelaide [GUEST SOCIALS] • LinkedIn • Illumin8 • Big Little Brush [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Mark Jenkins has had a very successful career. He is the Director of 2020 Business Dynamics, which aims to help clients build a future-proofed business model. Mark is also the Director of The Gap, which provides systemised business development services to accountants. Mark believes in always working with his team, clients and accounting firms to determine and achieve their goals using practically based systems, advice and coaching to get the best possible outcomes filtered through his core values. In this episode we cover: Living with a pet pig which he considered his worst pet. What life was like, growing up in a transient family. His favourite memory as a teenager delivering milk on Christmas Eve. What Mark credits his ability to have had 3 successful businesses. The story of Mark’s entrepreneurial father. Why it’s important to love what you do. And much more! Check out the full episode. [FOOD FOR THOUGHT] Understanding the “3 Freedoms” consisting of financial freedom, time freedom and mind freedom. To grow your business, it’s about connecting clients and prospects with what they want. [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [OUR SPONSOR] Thinclab 90 Day Sprint ThincLab | University of Adelaide [GUEST SOCIALS] • LinkedIn • 2020 Business Dynamics • The Gap Portal [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Spencer Sheinin has a unique background with over 15 years as an entrepreneur combined with extensive financial experience as a CPA, CA and investment banker. He is the Founder and CEO of Shift Financial Insights, providing ridiculously simple accounting and financial insights for business on the rise. Spencer has previously owned businesses in manufacturing, construction, cold storage and Real Estate. He has been recognised as winner of the Business in Vancouver’s Top 40 Under 40 awards and finalist for the Surrey Business Excellence Awards. Spencer is an instructor for the Chartered Professional Accountants of B.C. and guest speaker at the University of British Columbia. He is a hyperactive member (since 2005) of the Entrepreneurs Organization (EO) and is the current Finance Expert for Canada and Past President of EO Vancouver. Spencer is passionate about endurance sport and has completed several marathons, several more ultra-marathons (as far as 162 km), Iron man, distance cycling events, and most recently he completed his first marathon distance swim. Not surprisingly, both endurance sports and building a business require a ton of blood, sweat and tears. In this episode we cover: How Spencer starts his day with a list of 40 things to check off. The importance of moving the needle. Living a life by design. The “aha” moment that started Shift Financial Insights. Creating financial empowerment The significance of the number: 86,400. And much more! Check out the full episode. [FOOD FOR THOUGHT] Don’t lose sight in the difficult times and it will actually feed your passion later. [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [OUR SPONSOR] Thinclab 90 Day Sprint ThincLab | University of Adelaide [GUEST SOCIALS] • LinkedIn • Shift Financial Insights [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
Paul Dunn is the Co Founder and Chairman of B1G1 - also known as Buy 1 Give 1, a global business initiative that gives businesses the opportunity to give back to their community and the world. B1G1 has created the space for the business for good movement and it has inspired so many businesses globally, to give back to those in need. Paul is a 3 times TedX speaker, entrepreneur, master presenter and global mentor with a bit of an accounting background too. With Accounting at the start of his career, Paul is now a 3x TedX speaker, entrepreneur, master presenter and global mentor - he travels the world delivering extraordinary insights, having a memorable impact with a dash of fun. In this episode we cover: What a typical day is like for Paul Dunn, in his world of speaking and presenting globally. What drew Paul Dunn to the accounting world and how he “fell” into that line of work. Founding the Results Corporation. Being the “Wizard Of Wow” - and how he feels about that persona now. How B1G1 came to be. And much more! Check out the full episode. [FOOD FOR THOUGHT] There is no profession that seriously impacts business like the accounting profession. Shifting the spirit is the transform that shifts business results. Stay curious. Be grateful, the things that we now can do is just staggering. [FOLLOW US] • Our Website • FB Page - You Legal • FB Group - Accountants On Purpose • FB Page - Accountants On Purpose • LinkedIn - Sarah Bartholomeusz • LinkedIn – You Legal • Twitter - Sarah Bartholomeusz • Twitter - You Legal [OUR SPONSOR] Thinclab 90 Day Sprint ThincLab | University of Adelaide [GUEST SOCIALS] • LinkedIn • B1G1 Website [ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients’ businesses so that they can focus on having the impact that they want in the world.
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