Accountants On Purpose - podcast cover

Accountants On Purpose

Sarah Bartholomeuszaccountantsonpurpose.libsyn.com
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.
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Episodes

Accountants on Purpose Special - The Goddess of Governance in the Hot Seat

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. Th...

Jul 13, 202050 minSeason 3Ep. 10

From The Ground Up, Persistence Will Get You There With Janine Williamson

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 J...

Jun 29, 202021 minSeason 3Ep. 9

Financially Empowered Women Will Save The World with Jessica Giles

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...

Jun 15, 202028 minSeason 3Ep. 8

The Harder You Work, The Luckier You Are with Trevor Basso

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 Societ...

Jun 01, 202030 minSeason 3Ep. 7

Making an Impact on the Mental Health Epidemic with Vanessa Bamford

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 wat...

May 18, 202025 minSeason 3Ep. 6

All In or All Out, There Is No Halfway with Aly Garrett

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 clo...

May 05, 202024 minSeason 3Ep. 5

The World Is A Little Bit Busted And We Have A Big Job As Parents with Nadi Elias

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...

Apr 20, 202033 minSeason 3Ep. 4

The 6 Secrets of Positive Cashflow with Graham Burfield

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 o...

Apr 06, 202019 minSeason 3Ep. 3

Valuations And Forensics - Would You Like A Cappuccino With That? with Jenny Letts

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. L...

Mar 23, 202028 minSeason 3Ep. 2

Strategy Is Rarely The Cause of Failure, Lack of Implementation Is with Angela Grogan

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 su...

Mar 09, 202016 minSeason 3Ep. 1

The Best of Season 2

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 yourse...

Feb 17, 202019 minSeason 2Ep. 12

10 Million Days of Purpose: Inspire Before You Expire with Harvee Pene

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...

Feb 03, 202031 minSeason 2Ep. 11

The Accounting Futurist: What Will Soon Become the Norm? with Chris Hooper

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...

Jan 28, 202035 minSeason 2Ep. 10

Growth Strategies: Breaking Down the Barriers with Mark Lim

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 epi...

Jan 20, 202033 minSeason 2Ep. 9

Rebel Entrepreneur: Silicon Valley, Steve Jobs and Spirituality with Stuart Snyder

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 Jos...

Jan 13, 202032 minSeason 2Ep. 8

Community: The Value of Staying Connected with Andrew Mattner

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....

Jan 06, 202027 minSeason 2Ep. 7

Self-Made Under 40: Be Prolific, Not Perfect with Miriam Holme

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 t...

Dec 23, 201931 minSeason 2Ep. 6

Purpose Based Accounting: The Struggle Is Real with Andrew Van De Beek

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 th...

Dec 16, 201928 minSeason 2Ep. 5

Success: The Importance of Having A Purpose Statement with Mark Jenkins

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 value...

Dec 09, 201932 minSeason 2Ep. 4

Entrepreneurship: A Life By Design with Spencer Sheinin

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 fin...

Dec 02, 201923 minSeason 2Ep. 3

Gratitude: Giving Is The New Black with Paul Dunn

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 care...

Nov 25, 201941 minSeason 2Ep. 2

Investing in Property: Is There Ever A Perfect Time with Chris Gray

Chris Gray has a list of experience that is longer than your arm. He is a professional investor, qualified accountant, buyers agent, mortgage broker and was the host of Your Property Empire on Sky News for over 10 years. He teaches people how to create wealth and improve their work life balance through property investment. Chris is the CEO of Your Empire, which is an independent property consultancy for time-poor clients. In this episode we cover: • Why the property market is changing since the ...

Nov 18, 201917 minSeason 2Ep. 1

Season Wrap - The Best of Season 1

This is the final episode of Season 1 of Accountants on Purpose and it covers the top 10 take aways from an incredible lineup of guests. It has been an amazing journey so far and we are just getting started with Season 2 already fired up and ready to go. Thank you to all of our Season 1 guests! In this episode we cover: • The top 10 take aways from Season 1 of Accountants on Purpose • Being a lifelong learner is not optional if you want to be successful • How firms are adapting their hiring prac...

Oct 29, 201914 minSeason 1Ep. 12

Clients in Distress: The Other Side of Accounting with Professor Andrew Conway

This is our first content warning for the Accountants on Purpose podcast, this conversation with Professor Andrew Conway 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. Andrew Conway is a top gun in the field of accounting! He is the CEO of the Institute Of Public Accountants and a Professor at Deakin University and Shanghai University. When it comes to accolades, Andrew has a very long...

Oct 22, 201927 minSeason 1Ep. 11

Never Give Up: How One Horrific Moment can be the Catalyst for Positive Change with David Dahm

David Dahm is an extremely driven, motivated and dedicated individual with an arsenal of qualifications and experience - not to mention an amazing life story. David is currently the CEO and Founder of Health and Life, CEO of One Moment Foundation and he is a Member of the CPA Public Practice Discussion Group. After a life-changing moment, David believes in creating a sustainable and socially responsible healthcare system by promoting health and financial literacy in the community. In this episod...

Oct 15, 201934 minSeason 1Ep. 10

Never Stop Learning: Why Personal Development is an Important Part of Your Career Growth with Kelly Robson

Kelly Robson is the Practice Manager and Company Secretary at Dr Jones and Partners Medical Imaging. Kelly has a diverse background which has allowed her to acquire experience in Human Resources, Financial Management, Strategic Planning, Governance and Risk Management, Change Management, Process Improvement and Operations Management. She has worked in Specialist and Leadership roles with teams of up to 55 FTE. Starting out with a minor in accounting, she hasn’t been an accountant but has used he...

Oct 07, 201919 minSeason 1Ep. 9

How Accounting Can Set You Up For Success In Unexpected Ways with Charlotte Gerner

Charlotte Gerner is not an accountant - but she used to be one! Charlotte's career has come full circle. Starting as an accountant in pain from sitting, to now working as an Occupational Physiotherapist and Pilates Instructor with a passion for injury prevention in the workplace. Charlotte runs a successful business called Benefit Corporate Health which offers the following services - Corporate Pilates & Office Yoga, Manual Handling and Injury Prevention Seminars and Ergonomic Assessments. I...

Sep 30, 201932 minSeason 1Ep. 8

Accounting Is More About Relationships Than It Is About the Numbers with Tom Laundy

Tom Laundy is the Director of Health Services and Business Advisory for William Buck, SA. He has the ability to put himself in his clients’ shoes and can assess situations from their point of view. Tom is recognised and sought out for his knowledge and experience in the health care sector, providing tax, business and superannuation advice and planning to medical professionals. In this episode we cover: Tom’s journey to becoming the Director of Health Services & Business Advisory at William B...

Sep 23, 201939 minSeason 1Ep. 7

On Serving Medical Service Providers with Kristy Baxter

Kristy Baxter has more than 20 years’ experience in accounting and taxation and is a Partner at Pilot Partners. She looks after the firm’s Medical Services Division and is well versed in the challenges that are unique to this industry. Kristy’s aim is to create long lasting relationships with her clients by helping them build their business using solutions tailored to their needs. In this episode we cover: When Kristy realized she wanted to be an accountant Sacrifices she had to make to get to t...

Sep 17, 201910 minSeason 1Ep. 6

Getting Personal With Clients with Murray Calder

Being an accountant is more than just giving professional accounting and tax advice. As an accountant, it’s important to get personal with your clients and discuss and understand which aspects of their lives are affecting their financial well-being. In this episode, we talk about: Thoughts on flexible working arrangements Hard lessons learned in Murray’s career as an accountant The most enjoyable parts of Murray’s career Murray's routine that keeps him motivated Murray’s biggest inspiration in h...

Sep 17, 201914 minSeason 1Ep. 5
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