Accountants On Purpose

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.