221 $4M Firm Falling into a Niche with Clear Expectations around Communication (feat. Zane Stevens, CA)

Accounting High

Episode 221

FACULTY: Zane Stevens, CA

CLASS: #Shoperations

In this episode of Accounting High, Scotty is in shop class with Zane Stevens, founder of Protea Financials. Zane takes us through his journey from South Africa to California, where he set up a thriving accounting firm specializing in the wine industry. They chat about the importance of good communication, finding your career niche, and using professional networks to grow. Zane also points out the cool perks of having a team spread across South Africa. Join in for some solid advice on career growth, managing a remote team, and tips for budding accountants trying to carve out their path.

💛 Sign up for Workflow Queen's FREE The POWER to Breakthrough Bootcamp:

https://learn.workflowqueen.com/power-bootcamp

• Bootcamp dates: August 19th - August 23rd

📣 Shout Outs:

Nikole Mackenzie, ProVisors, Karbon, Slack, WhatsApp, Zoom, Skype, Microsoft Teams

Chapters:

0:00 221 Teaser

02:25 Introduction

04:51 Journey into Accounting

05:51 Starting Protea Financial

09:03 Expanding Beyond Wineries

15:02 Building a Team in South Africa

29:25 Internal Communication Tools

32:19 Relocating to the U.S.

33:56 Business Development and Marketing

37:03 The Power of LinkedIn

39:40 Starting Podcasts

42:46 Protea Conversations Podcast

53:06 Final Thoughts and Advice

🔗 Connect With Us! 🔗

Zane Stevens, CA

📎https://www.linkedin.com/in/zane-stevens/

Protea Financials

📎 https://www.linkedin.com/company/protea-financial/

📎 https://proteafinancial.com/

Protea Weekly Podcast

📎 https://open.spotify.com/show/1ys5AIAIqd1Sgl01uczbRK

📎 https://www.youtube.com/@proteaacademy1703

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 https://www.accountinghigh.com/

Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, communication tips, accounting niche, wine industry, accounting services, word of mouth, business growth, podcasting, U.S. immigration, work-life balance, remote teams, South Africa, mentorship, Protea Financial, client relationships, workflow optimization, business development, scaling business, professional networking, bookkeeping services, financial compliance