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In this candid episode, Stuart and Mena unpack the red flags that signal it’s time to rethink your accountant or business advisor, and what “great” should look like instead. They start with the biggest warning sign: a reactive advisor who only appears at tax time. From there, they cover a checklist of concerns, including advisors who don’t understand your industry or goals, cling to outdated systems, hide behind vague invoices, sugarcoat tough truths, miss deadlines, or get defensive when you ask questions. 

Stuart and Mena draw a clear line between bookkeepers who record history and advisors who help shape your future, forecasting cash flow, pressure-testing plans, and translating numbers into decisions. You’ll learn practical next steps if you spot problems: raise concerns directly, assess whether things improve, then run a clean transition if you switch, ensuring records, logins, and systems are handed over smoothly. They close with “green flags” to seek: proactive contact, plain-English explanations, industry fluency, modern tech for real-time visibility, and a partner who both celebrates your wins and challenges your blind spots. Bottom line: your advisor should add clarity, not confusion, and feel like part of your team, not just a name on your BAS.

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Work with Mena & Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.

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IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.