Accountants On Purpose

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]

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• FB Group - Accountants On Purpose

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• 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.