221 $4M Firm Falling into a Niche with Clear Expectations around Communication (feat. Zane Stevens, CA)
Description
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.
đź’› Sign up for Workflow Queen's FREE The POWER to Breakthrough Bootcamp:
https://learn.workflowqueen.com/power-bootcamp
Bootcamp dates: August 19th - August 23rd
đź“Ł Shout Outs:
Nikole Mackenzie, ProVisors, Karbon, Slack, WhatsApp, Zoom, Skype, Microsoft Teams
Chapters:
0:00 221 TeaserÂ
02:25 IntroductionÂ
04:51 Journey into AccountingÂ
05:51 Starting Protea FinancialÂ
09:03 Expanding Beyond WineriesÂ
15:02 Building a Team in South AfricaÂ
29:25 Internal Communication ToolsÂ
32:19 Relocating to the U.S.Â
33:56 Business Development and MarketingÂ
37:03 The Power of LinkedInÂ
39:40 Starting PodcastsÂ
42:46 Protea Conversations PodcastÂ
53:06 Final Thoughts and Advice
đź”— Connect With Us! đź”—
Zane Stevens, CA
đź“Žhttps://www.linkedin.com/in/zane-stevens/
Protea Financials
đź“Ž https://www.linkedin.com/company/protea-financial/
đź“Ž https://proteafinancial.com/
Protea Weekly Podcast
đź“Ž https://open.spotify.com/show/1ys5AIAIqd1Sgl01uczbRK
đź“Ž https://www.youtube.com/@proteaacademy1703
Scotty OKR Scarano
đź“Ž https://www.linkedin.com/in/scottscarano/
Accounting High
đź“Ž https://www.linkedin.com/company/accounting-high/
đź“Ž 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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CLASS: #Shoperations
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