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