Send us a text An accountant’s job is more than ticking boxes—it’s about taking a 360° view of your finances. In this episode, Stuart and Mena outline what a true financial health check should include when your accountant prepares your year-end tax work. They cover business health ratios, structural reviews, profit distribution planning, personal asset and liability audits, and key insurance and investment considerations. Whether you're a business owner or a PAYG client, this episode reveals the deeper layers of accounting that support long-term success. 📌 Referenced episodes: Business Structuring ( S05E03 ) Financial Ratios & Health (S03E32) Asset Protection ( S04E24 ) If this episode resonated with you, please leave a rating on your favourite podcast platform. It helps us reach more incredible listeners like you. Thank you for being a part of the journey! Click here to subscribe to our weekly email. SPECIAL OFFER : Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog here . 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 . Follow us : Stuart: Twitter/X and LinkedIn . Mena: LinkedIn 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.
