Accountants On Purpose

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.

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 election.

• How Chris got started in the property market and was able to retire at age 31.

• The challenges he faced trying to get people to realise that he knew what he was doing with property investments.

• How helping people even when unpaid, is unbelievably rewarding.

• Sorting out your finances can alleviate so many problems in your life.

• Uncovering the biggest myth surrounding the property market.

And much more! Check out the full episode.

[FOOD FOR THOUGHT]

• "investing is all about finding the best quality property you can in the best quality location"

• "There is never a perfect time to invest, so buy when you have the deposit to buy and you've got the cashflow to look after it for the next year or two"

[GET YOUR FREE COPY OF "THE EFFORTLESS EMPIRE"]

The Effortless Empire by Chris Gray

[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

• Twitter

• Your Empire 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.

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 practices

• What can happen if you hit rock bottom

• Being on the corporate treadmill

• Getting personal with your clients

And many more! Check out the full episode.

[FOOD FOR THOUGHT]

• Season 2 is on the way and the focus will be on some very inspiring entrepreneurs - stay tuned and be sure to subscribe

[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.

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 list including being named 2014 Young Executive of The Year by AFR BOSS Magazine and Deakin University Young Alumni of the Year, 2015. Andrew has a sincere passion for the accounting profession and professional education.

In this episode we cover:

• What has been his career highlight to date and the challenges he met along the way

• Becoming the youngest CEO ever appointed to a public entity in Australia

• What is the Australian Small Business White Paper

• The welfare of clients and how accountants are often the first point of contact for clients in distress

And many more! Check out the full episode.

[FOOD FOR THOUGHT]

• "just take a breath and zoom out and don't get too far down the rabbit warren"

• "family is the routine that is the constant for me"

• "the one thing you can't fake is emotional intelligence"

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 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.

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 episode we cover:

• What happened to change the course of David's life?

• What gave him the strength to keep going and how did he stay motivated

• What Health and Life does differently to the big 4

• What is the One Moment Foundation

And many more! Check out the full episode.

[FOOD FOR THOUGHT]

• If you're at rock bottom, the only way is up
• "I need to respect your integrity before I can respect your 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 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.

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 her business nous to make a difference!

In this episode we cover:

• Difference between serving in the banking world and in the health sector
• How Kelly grew her career at Dr. Jones
• What brings her joy
• New things she has learned
• How Kelly keeps her mind at peace
• The importance of investing in education

And many more! Check out the full episode.

[FOOD FOR THOUGHT]

• Always say 'yes' to the opportunities that are presented to you, even if it's scary.
• If we invest in ourselves more, we can become better people, better leaders.

[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 SOCIALS]

• LinkedIn
• Dr. Jones (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.

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.

In this episode we cover:

• What it's like to sell a business
• Charlotte's biggest challenge as a business owner
• Shifting from being an Accountant to becoming a Certified Pilates Instructor
• How Charlotte adjusts to career changes
• Creating your own definition of success

And many more! Check out the full episode.

[FOOD FOR THOUGHT]

• Are you going to live to work, or work to live?
• You are going to change careers and things in your life - you don't have to choose something you can do forever.

[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 SOCIALS]

• Facebook
• Email
• Website
• Instagram
• LinkedIn (Charlotte)
• LinkedIn (Benefit Corporate Health)

[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.

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 Buck
• What keeps the passion alive
• How to prove yourself to the decision makers
• Having genuine care and empathy towards clients
• How accounting today is different from accounting before
• Advice for accountants who are starting to get discouraged in their careers

And many more! Check out the full episode.

[FOOD FOR THOUGHT]

• It's amazing how some of the small things are what carry your relationship.
• It's easier to give advice when things are going well and it'll be harder when something's flipped.
• How you react to those moments of truth, or when things are not going well,
• prove how good you really are and what your value is to that client.

[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 SOCIALS]

• LinkedIn
• William Buck (site)

[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.

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 the top of her profession
• Challenges unique to medical service providers (and how accountants can help them)
• Best decisions Kristy has made

And many more! Check out the full episode.

[FOOD FOR THOUGHT]

• As a doctor, you've got a very good earning capacity and you will amass wealth if you get the right advice along the way.

[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 SOCIALS]

• Pilot Partners (site)
• Kristy's 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.

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 his life
• What he enjoys outside of work

And many more!

[QUOTE]

"A lot of the times, clients come to us and they really just want to talk about their life. We're not only there to provide professional accounting and tax advice, but it's also about understanding what their family situation is and their needs."

[MENTIONS]

• How to Avoid a Fall from Grace: Legal Lessons for Directors by Sarah Bartholomeusz (book)

[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 SOCIALS]

• RSM Australia
• Murray's 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.