Shows
Protea ConversationsEpisode 34 - Lori Beth Merrill - The Essential Role of Fiduciaries in Estate PlanningMeet Lori Beth! In this conversation, Zane interviews Lori Beth Merrill, a professional fiduciary, who explains the vital role fiduciaries play in estate planning and management. Lori Beth shares her personal journey into the field, the services fiduciaries provide, and the emotional dynamics involved in working with families during sensitive times. She emphasizes the importance of having a solid estate plan and the need for fiduciaries in various situations, including special needs trusts. The discussion also touches on the qualifications needed to become a fiduciary and the advice for success in this rewarding...2025-04-3052 min
Protea ConversationsEpisode 33 - Lisa Hannah - Empowering Women in Real EstateMeet Lisa! In this conversation, Zane interviews Lisa Hannah, a vice president at Berghof Realty Corporation, specializing in estate transition and legacy planning for vineyard and winery owners. They discuss the complexities of wealth transfer, the role of women in real estate, and the importance of education and mentorship in navigating these challenges. Lisa shares her diverse career journey, insights on the changing landscape of real estate, and the necessity of having difficult conversations about family assets. The discussion emphasizes the need for more women in decision-making roles and the impact of generational...2025-04-1653 min
Protea ConversationsEpisode 32 - Tailor Hartman - Challenging yourself to scaleMeet Tailor! In this episode of Protea Conversations, Zane interviews Tailor Hartman, founder and CEO of Satellarity Accounting. They discuss Tailor's unique journey into accounting, the importance of advisory services, and the impact of technology on the industry. Tailor shares his experiences transitioning from private to public accounting, the challenges he faced, and the decision to start his own practice. The conversation highlights the evolving role of accountants as strategic partners for businesses and the financial challenges they encounter today. In this conversation, Tailor Hartman and Zane Stevens discuss the unexpected paths their...2025-04-0253 min
7 Figure Accountant PodcastThe Winery Accountant: Zane Stevens On Building a 7-Figure Niche FirmFrom 100-hour workweeks to building a firm with 40 team members across two continents — Zane Stevens has built something truly unique in the accounting world. Originally from South Africa, Zane moved to California and started his firm in 2014 with just a handful of clients and no formal marketing plan. Fast forward to today, and his firm, Protea Financial, serves over 170 wineries with $3.6M in annual revenue — all while operating fully remote, with a hybrid US–South Africa team structure. In this episode of the 7 Figure Accountant podcast, Zane shares how he: Tran...2025-04-0143 min
Protea ConversationsEpisode 31 - Jacob Giroux - Embracing the JourneyMeet Jacob! In this episode of Protea Conversations, Zane interviews Jacob Giroux, a newly minted CPA and senior tax associate at Axley and Rodey. Jacob shares his inspiring journey from a criminal justice background to becoming a CPA, highlighting the challenges he faced while balancing work and study. He discusses the importance of perseverance, the bittersweet feeling of passing the CPA exams, and the skills he developed along the way. Jacob also delves into his experiences in the tax profession, the intricacies of building client relationships, and the value of being relatable in a rural...2025-03-1553 min
Protea ConversationsEpisode 30 - Kellie Parks - Building Community in Cloud AccountingMeet Kellie! In this episode of Protea Conversations, Zane interviews Kellie Parks, a passionate advocate for cloud-based accounting. They discuss Kellie's journey in the accounting industry, the importance of community, and how technology is transforming the field. Kellie shares her insights on the role of bookkeepers, the significance of interpersonal skills in accounting, and her transition from marketing to bookkeeping. The conversation highlights the evolving landscape of accounting and the need for professionals to embrace technology and collaboration. In this engaging conversation, Kellie Parks shares her journey from marketing to bookkeeping, highlighting the importance of...2025-03-0553 min
Accounting Answers PodcastAccounting in the AI Age: Preparing Them for TomorrowEp: 28 Top experts answer: "Will the next generation of accountants be any different from their predecessors?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Will the next generation of accountants be any different from their predecessors?You'll hear insightful and passionate answers from these 5 experts and influencers:Ellen Choi | Co-founder of Aiwyn, bringing practice automation tech to accountantsEric Gregg | CEO of ClearlyRated, exclusive client experience intel...2025-03-0411 min
Protea ConversationsEpisode 29 - Ruby Steinbercher - From Loss to Legacy: Ruby's Estate Planning InsightsIn this episode of Protea Conversations, Zane Stevens interviews Ruby Steinberger, an estate planning attorney with a unique and unconventional journey to law. Ruby shares her early experiences, including the loss of her father and her exposure to trusts, which inspired her to pursue a career in estate planning. She discusses the importance of empathy in her practice, the challenges of attending law school later in life, and her diverse career experiences that shaped her approach to law. Ruby emphasizes that estate planning is an act of love and highlights the need for a compassionate approach to...2025-02-1947 min
Protea ConversationsCarter Welch - Start where you are!Carter Welch shares his greatest struggle on the path to success.Listen to the full episode here:https://rss.com/podcasts/proteaconversations/1523309/Connect with Carter:https://www.linkedin.com/in/carterwelch/2025-02-1204 min
Protea ConversationsEpisode 28 - Chris Williams - The Business of Buying Small BusinessesMeet Chris! In this conversation, Chris Williams, CEO of System 6, shares his journey from finance to leading a successful outsourced accounting firm. He discusses the importance of community, the unique ecosystem of buying small businesses, and the appeal of the accounting industry. Chris emphasizes the significance of culture and leadership in business growth, as well as the challenges faced during this transformation. He also reflects on his day-to-day responsibilities as a CEO, especially with a newborn at home. In this conversation, Chris Williams shares his insights on leadership, time management, and the importance of setting...2025-02-0552 min
LightningBolt Theater of the MindLAST WORDS (Part 2 of 2)LAST WORDS (Part 2 of 2)
Rated - PG-13 Strong language and violence
Written by - Joshua J. Price and Tanja Milojevic
Sound Design - Joshua J. Price, Tanja Milojevic, and Sound Muse Studios
Including the volunteer voice talents of::
Helena Moss - Tanja Milojevic
Isaiah Thomas - Joshua Price
Grandma Thomas - Marie Wallace
Allison Thomas - Amy Price
Roy Moss - Micah Thomas
Molly Moss - Julie Hoverson
"Uber Driver One" - Stephen Kelly
"Receptionist"...2025-02-0335 min
Protea ConversationsMark Corum - what was the toughest lesson to success?Mark Corum shares his greatest struggle on the path to success.Listen to the full episode here:https://rss.com/podcasts/proteaconversations/1517769/Connect with Mark:https://www.linkedin.com/in/markcorum/2025-01-2903 min
Protea ConversationsEpisode 27 - Molly Varangkounh - Transforming Business Through CuriosityMeet Molly! Zane Stevens interviews Molly Varangkounh, the Chief Sanity Officer, who shares her journey from an entry-level accountant to the president of a family-owned tractor parts business. Molly discusses the importance of curiosity, effective communication, and building trust in leadership. She emphasizes the need for businesses to understand their numbers and the value of collaborative leadership. After 20 years in the family business, Molly now focuses on consulting and helping other businesses navigate their challenges and achieve sustainable growth. In this conversation, Molly discusses her role in helping business owners navigate their challenges, identify sources...2025-01-2250 min
Protea ConversationsAndrea Christensen - Lessons I wish I learned before I startedAndrea Christensen shared the best advice she wishes she had received before starting out in business.Listen to the full episode here:https://rss.com/podcasts/proteaconversations/1513443/Connect with Andrea:https://www.linkedin.com/in/andrea-christensen-ccip-clic-wcip-25287834/2025-01-1502 min
Protea ConversationsEpisode 26 - John Fenton - Building Resilience in Business and SportsIn this conversation, Zane Stevens interviews John Fenton, a seasoned leader in the accounting and coaching sectors. John shares his journey from a 30-year career in accounting to becoming a leadership coach, emphasizing the importance of vision, resilience, and relationship-building in both sports and business. He reflects on his experiences in Division 1 football, the lessons learned about teamwork and leadership, and how these principles apply to navigating change in the corporate world. John also discusses the significance of staying true to one's values and the necessity of developing resilience in the face of challenges. In...2025-01-0852 minLightningBolt Theater of the MindLAST WORDS (Part 1 of 2)LAST WORDS (Part 1 of 2)
Rated - PG-13 Strong language and violence
Written by - Joshua J. Price and Tanja Milojevic
Sound Design - Joshua J. Price, Tanja Milojevic, and Sound Muse Studios
Including the volunteer voice talents of::
Helena Moss - Tanja Milojevic
Isaiah Thomas - Joshua Price
Grandma Thomas - Marie Wallace
Allison Thomas - Amy Price
Roy Moss - Micah Thomas
Molly Moss - Julie Hoverson
"Uber Driver One" - Stephen Kelly
"Receptionist"...2025-01-0142 min
The Mental4Moto PodcastEP41: Aussie Supercross Show - Saving the best 'til last! (Ft. Brodie Connolly, Cam Shaw, Aaryn Minerds and Zane Mackintosh)The Mental4Moto Aussie SX Show, brought to you by Graphics By AquaThis is our final episode for 2024, and it’s a cracker! I call in the big-guns to cover all the biggest talking points from the AUSX Open, the SX Championship, and make some silly-season predictions ahead of the 2025 season, with Zane Mackintosh joining me in the moto asylum, and More Than Moto's Aaryn Minerds phoning in from Adelaide. We chat with the always-colourful New Zealander Brodie Connolly to hea...2024-12-232h 54
Protea ConversationsEpisode 25 - Rory Henry - Transforming Advisory Conversations for Better OutcomesMeet Rory! Zane speaks with Rory Henry, a certified financial planner and behavioral financial advisor, about the integration of behavioral finance and holistic wealth management. Rory discusses his journey from tax professional to wealth management, emphasizing the importance of a holistic approach that considers all aspects of a client's financial life. The conversation delves into the evolution of financial advisory, the significance of understanding clients' emotional relationships with money, and the necessity of having difficult conversations to guide clients toward their ideal futures. Rory also explores the concept of money scripts and how they influence...2024-12-1850 min
Round Ball AustraliaKisnorbo leaves Victory, Melbourne Derby preview & FA report record transfer fees | feat. Zane SchreiberJoin Lachlan Avil, Jacob Stevens and Christian Montegan for a deep dive into Patrick Kisnorbo's depature from Melbourne Victory.
Later, Melbourne City's Zane Schreiber joins us to preview this weekend's Melbourne Derby.
Photo: Marcus Robertson / Round Ball Australia.
Music: Sunsetter © 2023 by Shane Ivers is licensed under CC BY 4.0.
2024-12-181h 00
Protea ConversationsEpisode 24 - Vipul Sheth - The Future of Outsourcing in AccountingMeet Vipul! Zane Stevens speaks with Vipul Seth, Managing Director of AdvancedTrack Outsourcing. They explore Vipul's journey from a family business background to becoming a transformative leader in the accounting industry. Vipul shares insights on the evolving role of accountants, the importance of technology in enhancing client relationships, and the vision behind his successful outsourcing firm. The conversation emphasizes the need for accountants to be proactive advisors and professional friends to their clients, ultimately aiming to change lives through their work. In this conversation, Vipul Sheth discusses the importance of building a culture of excellence...2024-12-0455 min
Julian Jones LiveJULIAN JONES LIVE MISSING PERSONS Missing Persons Attila Bogar Wesley LockyerClinton LockyerZane StevensBrenton SharWylie OscarJeremiah "Jayo" Rivers2024-11-3030 min
Protea ConversationsEpisode 23 - Caleb Jenkins - The Power of Vision in Career SuccessIntroducing Caleb Jenkins, the 2024 Insightful Accountants Pro Advisor of the Year. We Caleb's journey in accounting, his early influences, and the importance of community service. Caleb shares insights on wealth management, values-based investing, and the significance of having a vision and direction in one's career. The conversation highlights the impact of family support, personal growth, and the drive to make a difference in the community. In this conversation, Caleb Jenkins discusses the importance of trust in community programs, the complexities of different types of poverty, and how these insights have revolutionized his approach to business. He emphasizes...2024-11-2055 minLightningBolt Theater of the MindAltered Avalon Season 3 Episode 14Altered Avalon Season 3 Episode 14
Written By: Joshua Price
Sound Design: Joshua Price
Rated: PG
Including the voice talents of:
Lizzy - Lizbeth Liu
Mark - Joshua Price
Una - Krystal Camarco
Yiska - Zane Stevens
Damiana - Kristyn Mass
Judith - Amy Price
Marcus - Michael Luck
Mother Superior - Maureen boutilier
Jacqueline - Amanda Froats
Gus - David Copper
Minister - Richard Summers
Damiana and her...2024-11-0707 minLightningBolt Theater of the MindAltered Avalon Season 3 Episode 13Altered Avalon Season 3 Episode 13
Written By: Joshua Price
Sound Design: Joshua Price
Rated: PG
Including the voice talents of:
Ariana - Deborah Adams
Sister Olivia - Nikole Robinson Carroll
Mark - Joshua Price
Lizzy - Lizbeth Liu
Damiana/BTH Damiana - Kristyn Mass
Una - Krystal Camarco
Jacqueline - Amanda Froats
Gus - David Copper
Yiska - Zane Stevens
Ada - Shelly Luck
Saras - Tanja Milojevic
...2024-11-0712 minLightningBolt Theater of the MindAltered Avalon Season 3 Episode 12Altered Avalon Season 3 Episode 12
Written By: Joshua Price
Sound Design: Joshua Price
Rated: PG
Including the voice talents of:
Mark - Joshua Price
Lizzy - Lizbeth Liu
Jacqueline - Amanda Froats
Gus - David Copper
Yiska - Zane Stevens
Damiana - Kristyn Mass
Marcus - Michael Luck
Judith - Amy Price
Una - Krystal Camarco
Oswald - Lothar Tuppan
Mark and his friends work to make the golems. Damiana...2024-11-0710 min
Protea ConversationsEpisode 22 - Eugene Dilan - The Power of Inclusion in LeadershipIn this episode of Protea Conversations, host Zane Stevens engages with Dr. Eugene Dilán, a clinical psychologist and leadership expert. They explore Eugene's journey from a challenging upbringing in Brooklyn to becoming a successful consultant. The conversation delves into the importance of human connection in business, the transformative power of leadership, and the mission behind Dilan Consulting Group. Eugene shares insights on overcoming personal doubt, the significance of inclusion in leadership, and his aspirations for the future, including a new nonprofit initiative aimed at fostering community dialogue. Takeaways - Leadership is about u...2024-11-0654 min
Protea ConversationsEpisode 21 - Jamie Skinner - The Art of Process Improvement in AccountingIn this episode of Protea Conversations, Zane speaks with Jamie Skinner, a fractional controller and CFO, about her journey into accounting, the challenges of entrepreneurship, and the importance of process improvement in financial operations. Jamie shares her experiences transitioning from a corporate role to consulting, her passion for helping small businesses, and her insights on work-life balance as a solopreneur. The conversation also touches on the significance of networking, learning from mistakes, and the personal joys of life outside of work. Takeaways - Jamie Skinner emphasizes the importance of following your passion in...2024-10-3057 min
Iron Radio-Nutrition Radio NetworkBehind the Scenes of Bodybuilding and Supplement IndustryJoin the hosts of Iron Radio, including Phil Stevens, Dr. Nelson, Lonnie Lowery, and Sean Casey, as they dive into an engaging discussion on the evolution of bodybuilding, from the classic physiques of icons like Frank Zane and Arnold Schwarzenegger to today's mass monsters like Samson Dauda and Chris Bumstead. They explore the impact of steroids and PEDs, the globalization of bodybuilding, and the decline of muscle magazines. Additionally, the show delves into the complexities of the dietary supplement industry, featuring expert insights on formulation, safety, and regulatory challenges. Hear from industry insider Sean Casey about the FDA's stance...2024-10-231h 09
Protea ConversationsEpisode 20 - Terrell Turner - The Golden Age of LeadershipTerrell Turner, founder of TL Turner Group, shares his journey in the accounting industry and the importance of curiosity and gaining diverse experiences. He emphasizes the value of focusing on experiences rather than chasing titles or money. He also discusses the significance of understanding the human nature element in accounting and finance and how it can make you a valuable business partner. He shares his decision to start his own practice and the high-risk nature of entrepreneurship. Terrell Turner, CPA shares his journey of starting his own accounting firm and the challenges he faced along...2024-10-161h 05Accounting Answers PodcastFrom Numbers to Narratives: The Accountant’s EvolutionEp: 8 Top experts answer: "Are business owners any closer to receiving proactive advice from accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Are business owners any closer to receiving proactive advice from accountants? You'll hear insightful and passionate answers from these 5 experts and influencers:Zane Stevens | Thought leader, podcaster, and account business owner helping wineries succeedEllen Choi | Co-founder of Aiwyn, bringing practice automation tech to...2024-10-1510 min
Protea ConversationsEpisode 19 - Bryan Coryell - The Intersection of Law and MusicMeet Bryan! Bryan Coryell, an accomplished attorney and pianist, shares his journey through law and music, insights into legal compliance, and the evolving landscape of trust and estate law. He discusses the balance between his legal career and artistic pursuits, highlighting the parallels between studying music and practicing law. His focus on trust and estate law involves a personal and practical approach to resolving disputes and providing legal advice to clients. The conversation delves into the complexities of legal disputes, decision-making, and conflict resolution, emphasizing the importance of understanding the gray areas and the human...2024-10-0959 min
Protea ConversationsEpisode 18 - Adam Lean - Sales expert teaching accountants how to value themselvesMeet Adam! Adam Lean, founder of the CFO Project, shares his journey from being an accountant to starting his own e-commerce business and eventually offering CFO advisory services. He emphasizes the importance of focusing on the future and helping business owners improve their cash flow. Adam believes that accountants should shift their focus from compliance work to providing valuable advisory services that help businesses grow. He created the CFO Project to teach accountants how to attract clients, sell high-ticket CFO services, and deliver results. Adam Lean shares his journey from architecture to accounting and entrepreneurship...2024-10-0257 min
Protea ConversationsEpisode 17 - Stacey Feldman - Conversation with a start-up veteranStacey Feldman, partner COO at FullSend Finance, shares her journey in the accounting world and the lessons she learned along the way. From majoring in accounting to working at startups like PopSockets, Stacey's career has been defined by her adventurous and ambitious spirit. She emphasizes the importance of being open to opportunities, taking initiative, and being comfortable asking questions. Stacey also discusses the challenges and rewards of working in the startup environment, building a strong company culture, and balancing work and personal life. Stacey and Zane discuss the importance of work-life balance and how to...2024-09-251h 00
Protea ConversationsEpisode 16 - Krystalynn Schlegel - The Nomad Insurance ConsultantMeet Krystalynn! Krystalynn Schlegel, an insurance advisor, shares insights on the role of insurance in personal financial risk management and the challenges of the insurance industry. She also discusses her family-run insurance brokerage, her involvement in a managing director role, and her experiences in the restaurant business and Provisors. The conversation delves into the complexities of insurance products, the importance of client relationships, and the multifaceted nature of her professional and personal life. Krystalynn Schlegel, a financial professional, shares insights into her daily routine, virtual work, and personal growth. She discusses the challenges of being...2024-09-1858 min
Protea ConversationsEpisode 15 - Zack Swad - A financial advisor built on lessons from his Grandfather!Meet Zak! In this conversation, host Zane Stevens interviews Zach Swad, a wealth advisor and founder of Swad Wealth Management. They discuss the role of a wealth advisor, Zach's journey in the financial sector, and the principles of wealth management. Zach emphasizes the importance of a holistic approach to financial planning, considering all aspects of a client's financial life. He also highlights the significance of behavior and psychology in investing and the need for personalized financial strategies. The conversation explores the challenges of balancing preservation and growth of assets in retirement and the importance of...2024-09-1150 min
Protea ConversationsEpisode 14 - Bill Vick - Adapting to Change in the Financial Services Industry Learning from Mistakes and Understanding OneselfMeet Bill! Bill Vick, a Vistage Chair at Vistage Worldwide, shares his insights and experiences in finance and leadership. He discusses his transition from a career in education to financial services, the changes in the industry over the years, and the importance of meaningful communication in a world of overwhelming information. Bill also talks about his role as a Vistage Chair and the value of peer collaboration for CEOs. Bill Vick, a Vistage Chair, discusses the benefits of being part of a CEO peer group and the importance of emotional intelligence in leadership. He emphasizes...2024-09-0451 min
Protea ConversationsEpisode 13 - Dominic Piscopo - Adding transparency to the accounting worldDominic Piscopo, a CPA and founder of Big4Transparency.com, shares his journey from public accounting to entrepreneurship, highlighting the impact of transparency in the professional space and the challenges faced in the accounting industry. The conversation explores the complexities of compensation, career decisions, and the need for timely and granular data in the accounting field. Dominic Piscopo discusses the challenges of relying on salary guides, the value of podcasting for industry entry, and the importance of data accuracy and transparency in the accounting industry. He also shares insights on career advice, personal interests, and book recommendations. 2024-08-281h 01
Protea ConversationsEpisode 12 - Leo Bakerian - Protecting your business information from the dark web!Meet Leo In this episode of Protea Conversations, Leo Bakerian, the founder of Professional Computer Concepts (PCC), shares his journey in the world of IT and cybersecurity. Leo's interest in computers began in middle school, and he pursued a career in IT after completing his education. He started PCC 22 years ago and has been providing IT support and cybersecurity services to businesses, with a focus on professional services, legal, construction, and manufacturing industries. PCC offers a comprehensive range of services, including remote support, security solutions, and unlimited IT support. Leo emphasizes the importance of staying...2024-08-2154 min
Accounting High221 $4M Niched Firm Built on Clear Communication (feat. Zane Stevens, CA)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...2024-08-1854 min
Protea ConversationsEpisode 11 - Victor McKnight - Insurance consultant your business you really need!In this episode, Zane Stevens interviews Victor McKnight, Vice President of Business Development at Risk Strategies Company. They discuss the role of employee benefits brokers and consultants in designing benefit packages that meet the needs of organizations and employees. Victor shares his career journey from accounting to the insurance industry and emphasizes the importance of understanding accounting basics in business. They also discuss the challenges of managing the rising cost of health insurance and the value of long-term disability insurance. Victor highlights the importance of community involvement and giving back, as well as the need for business...2024-08-1442 min
Protea ConversationsEpisode 10 - Isaac Smith - Making offshoring easy!Isaac Smith shares his journey from being an architect to starting a bookkeeping business and eventually founding Team Up, a platform that connects accountants with job opportunities. He emphasizes the importance of understanding financial numbers and the impact it can have on a business owner's mental well-being. Isaac also highlights the significance of customer service in the accounting industry and the need for accountants to communicate effectively with their clients. He shares his experience of building a team in the Philippines and how it led to the creation of Team Up. Isaac Smith shares his experience of...2024-08-0758 min
Protea ConversationsEpisode 9 - Tony Wilson - Fractional CFO | Business Coach | 😎 Dad x4Meet Tony! In this episode, Zane interviews Tony Wilson, a distinguished CPA, CMA, and champion for software development agencies. Tony shares his journey from becoming an accountant to starting his own business, Equip, which focuses on empowering entrepreneurs through financial acumen and strategic guidance. They discuss the importance of education in business growth, the challenges faced by small businesses, and the value of building a network of professionals to support clients. He also talks about his role as a father and the flexibility that being a business owner provides for his family. In this conversation...2024-07-3157 min
Protea ConversationsEpisode 8 - Roman Villard - Go Full Send! The accountant emphasizing balance for success!Meet Roman!Roman Villard is the founder of Full-Send Finance. He shares his journey in the world of finance, from accounting to his transition into business development and eventually starting his own firm. Roman also discusses the inception of Full-Send Finance and its growth over the years. He emphasizes the importance of balancing work and personal life. He shares his journey of starting an accounting firm and the importance of having a strong support system. He emphasizes the importance of professionalism and positivity when terminating client relationships. He also discusses his content creation...2024-07-2447 min
Protea ConversationsEpisode 7 - Josh Sterling - A soccer coach now helping you to financial freedomMeet Josh! Zane Stevens interviews Josh Sterling, a wealth strategist at Camas Advice. Josh shares his journey from being a soccer coach to entering the financial industry. He discusses the importance of education and mentorship in his success. Josh emphasizes the value of helping others and building genuine relationships. He also talks about his focus on educating clients and professionals about advanced planning strategies. Throughout the conversation, Josh highlights the challenges he faced in transitioning careers and the importance of staying focused. In this conversation, Josh Sterling shares insights and advice on various...2024-07-1750 min
Protea ConversationsEpisode 6 - Hannah Smolinski - YouTube Superstar helping your business succeedHannah Smolinski, founder of Clara CFO Group, shares her journey from working at a large accounting firm to starting her own virtual CFO agency. She discusses the benefits of starting in a big accounting firm and the experience she gained. Hannah also talks about the transition to entrepreneurship and the challenges she faced. She explains how she started a YouTube channel to provide financial guidance to small businesses and the unexpected success it brought. Hannah emphasizes the importance of building a team and empowering team members. She shares her lessons in leadership and the growth of Clara...2024-07-1048 min
Inside Dirt NetworkPETER STEVENS VIC MX Review Show Presented by MOTO CRED - SNR's R3This year, Mental4Moto has partnered with the Inside Dirt Network to bring you a Recap Show after every round of the 2024 Victorian Motocross Championship, proudly brought to you by Peter Stevens and presented by Moto Cred.It wouldn't be a Victorian MX Championship without at least one "mudder", and at Goulburn Valley for Rd.3 of the Seniors that's exactly what we got!Join us for another episode of the Peter Stevens Vic MX Recap Show, as we get Zane Mackintosh, Archie Hyde, Ty Kean and Kenny Watts on the line to break down all...2024-07-091h 06
The Mental4Moto PodcastEP33: Peter Stevens VIC MX Recap Show - Senior Rd.3 Goulburn ValleyThis year, Mental4Moto has partnered with the Inside Dirt Network to bring you a Recap Show after every round of the 2024 Victorian Motocross Championship, proudly brought to you by Peter Stevens and presented by Moto Cred. It wouldn't be a Victorian Championship without at least one "mudder", and at Goulburn Valley for Rd.3 of the Seniors that's exactly what we got!Join us for another episode of the Peter Stevens Vic MX Recap Show, as we get Zane Mackintosh, Archie Hyde, Ty Kean and Kenny Watts on the line to break down all of t...2024-07-091h 05Accounting Answers PodcastThe Efficiency Edge: Innovative Software for AccountantsEp: 92 Top experts answer: "What could the tech/software vendors do better to serve accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What could the tech/software vendors do better to serve accountants?You'll hear insightful and passionate answers from these 5 experts and influencers:Zane Stevens | Thought leader, podcaster, and account business owner helping wineries succeedEllen Choi | Co-founder of Aiwyn, bringing practice automation tech to...2024-07-0911 minAccounting Answers PodcastThe Next Chapter in Accounting Success: Emerging TrendsEp: 87 Top experts answer: "What, if anything, will significantly change accounting in the next few years?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What, if anything, will significantly change accounting in the next few years?You'll hear insightful and passionate answers from these 5 experts and influencers:Zane Stevens | Thought leader, podcaster, and account business owner helping wineries succeedEllen Choi | Co-founder of Aiwyn, bringing practice automation...2024-07-0210 min
Protea ConversationsEpisode 5 - Jeremy Little - The teacher turned attorney protecting your businessMeet Jeremy! The teacher turned attorney. An incredible journey from helping troubled teens to keeping business owners out of trouble. A specialist in dirt, food and booze. Jeremy Little, a partner at CMPR Attorneys, shares his career journey from being a teacher to becoming a lawyer. He discusses the challenges he faced along the way and the importance of networking and learning from others. Jeremy also talks about his role as a leader and the advice he received that helped him in his career. In his spare time, he enjoys spending time with his family...2024-07-0245 min
Protea ConversationsEpisode 4 - Lukas Sundahl - Demystifying financial data and making accounting fun!Meet Lukas Sundahl! The creative accountant is changing the image of the industry. The TikTok star brings a new light to the term boring accountant. Lukas is the visionary behind Accounting Couture. Lukas shares his journey from physical fitness to accounting and how he found his passion in accounting. He discusses the impact of Accounting Couture and how he uses TikTok to promote the accounting profession in a fun and engaging way. He emphasizes the importance of increasing interest in accounting and providing alternative pathways for aspiring accountants. Heshares insights on the value of apprenticeships...2024-06-2651 minLightningBolt Theater of the MindAltered Avalon Season 3 Episode 08Altered Avalon Season 3 Episode 08
Written By: Joshua Price
Sound Design: Joshua Price
Rated: PG
Including the voice talents of:
Ariana - Deborah Adams
Sister Olivia - Nikole Robinson Carroll
Jacqueline/Eglantine - Amanda Froats
Gus - David Copper
Oswald - Lothar Tuppan
Una - Krystal Camarco
Mark - Joshua Price
Lizzy - Lizbeth Liu
Yiska - Zane Stevens
Judith - Amy Price
Saras - Tanja Milojevic
Ada...2024-06-2408 min
Protea ConversationsEpisode 3 - Carter Welch - Making mega corporation experience available to small businessMeet Carter Welch! He is a family man who finds comfort and strength in his faith. This marketing genius for large corporations now uses his strengths to help small businesses. Zane Stevens interviews Carter Welch, a branding, sales, and business coaching professional. Carter shares his career journey, from working in brand management for big companies like Procter & Gamble to starting his own consulting business. He emphasizes the importance of listening to clients and understanding their needs and the value of taking baby steps and starting where you are. Carter also discusses his challenges along the...2024-06-1947 min
Protea ConversationsEpisode 2 - Mark Corum - He built an add-on to make your accounting life easier!Meet Mark Corum! The entrepreneur who became a bookkeeper then became an app developer. In this episode of Protea Conversations, Zane Stevens interviews Mark Corum, a visionary who seamlessly blended the world of bookkeeping and technology to create solutions that transform the accounting industry. Mark shares his journey from bookkeeper to tech innovation, entrepreneurial mindset, and experience starting an outsourced accounting company. He also discusses his transition into programming and the similarities between accounting and programming. Mark talks about collaborating with Hector Garcia and his favorite features of Right Tool. The conversation provides...2024-06-1258 min
Protea ConversationsEpisode 1 - Andrea Christensen - Owner of a 100 year business!In this episode of Protea Conversations, host Zane Stevens interviews Andrea Christensen, the principal of H & N Christensen Company, a family-owned insurance agency. Andrea shares her journey of carrying on the business started by her grandfather over a hundred years ago. Andrea discusses the challenges and rewards of running a family business and highlights the importance of understanding the insurance policies she sells. Andrea also emphasizes the value of serving nonprofit clients and the need for continuous education in the insurance industry. The episode concludes with rapid-fire questions and closing remarks. Takeaways ...2024-06-0644 min
The C.L.I.M.B. with Johnny Dwinell and Brent BaxterThe Hang with Zane & Donna KingBrent sits down with hit Southern Gospel duo, Zane & Donna King to discuss their cuts... and bruises. This is an excerpt from "The Hang." If you'd like to watch the full episode, just log in to the Songwriting Pro Member Area. If you're not yet a Songwriting Pro member, NOW is a great time to start your 14-day FREE trail at SongwritingPro.com!The C.L.I.M.B. Show is dedicated to helping singers, songwriters, indie artists and industry pros "Create Leverage In The Music Business." We want you to win!2024-05-3124 minLightningBolt Theater of the MindAltered Avalon Season 3 Episode 06Altered Avalon Season 3 Episode 06
Written By: Joshua Price
Sound Design: Joshua Price
Rated: PG
Including the voice talents of:
Lizzy - Lizbeth Liu
Gus - David Copper
Marcus - Michael Luck
Ada - Shelly Luck
Jacqueline - Amanda Froats
Saras - Tanja Milojevic
BTH Damiana - Kristyn Mass
Ariana - Deborah Adams
Mark - Joshua Price
Yiska - Zane Stevens
Judith - Amy Price
Gus and the...2024-05-2211 minAccounting Answers PodcastAccounting Adaptations: Facing Future Challenges Head-OnEp: 50 Top experts answer: "What are your top 3 predictions for the accounting world in coming years?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What are your top 3 predictions for the accounting world in coming years?You'll hear insightful and passionate answers from these 5 experts and influencers:Ellen Choi | Co-founder of Aiwyn, bringing practice automation tech to accountantsEric Gregg | CEO of ClearlyRated, exclusive client experience intel...2024-05-1014 minLightningBolt Theater of the MindAltered Avalon Season 3 Episode 05Altered Avalon Season 3 Episode 05
Written By: Joshua Price
Sound Design: Joshua Price
Rated: PG
Including the voice talents of:
Damiana - Kristyn Mass
Yiska - Zane Stevens
Mark - Joshua Price
Una/Celine - Krystal Camarco
Echo - Caitlin Buckley
Judith - Amy Price
Oswald - Lothar Tuppan
Una breaks through the poison and into Damiana's mind to find Mark.
Music by:
jamendo.com
"First Movement"
Sound...2024-05-0408 minLightningBolt Theater of the MindAltered Avalon Season 3 Episode 03Altered Avalon Season 3 Episode 03
Written By: Joshua Price
Sound Design: Joshua Price
Rated: PG
Including the Voice talents of:
Una/Celine - Krystal Camarco
Lizzy - Lizbeth Liu
Oswald - Lothar Tuppan
Judith - Amy Price
Marcus - Michael Luck
Damiana - Kristyn Mass
Yiska - Zane Stevens
Mark - Joshua Price
Una continues to chase the hooded figure through her memories while the others try to figure out what to do about...2024-05-0406 minLightningBolt Theater of the MindAltered Avalon Season 3 Episode 02Altered Avalon Season 3 Episode 02
Written By: Joshua Price
Sound Design: Joshua Price
Rated: PG
Including the voice talents of:
Judith - Amy Price
Oswald - Lothar Tuppan
Marcus - Michael Luck
Mark - Joshua Price
Yiska - Zane Stevens
Lizzy - Lizbeth Liu
Damiana - Kristyn Mass
The group tries to find a way to stop Saras and Ariana, Yiska attempts to project himself into Damiana's mind.
Music by:
Kevin MacLeod (in...2024-05-0405 min
The Big 4 Transparency PodcastUncorking Excellence & Navigating Niches with Zane StevensIn Episode 13 of the Big 4 Transparency Podcast, I am joined by Zane Stevens, Founding Partner of Protea which is a niche firm serving the wine industry. We discuss what makes the wine industry unique and why being a niche provider in the space allows Protea to stand out and better serve their clients. Zane also talks about how their offshoring strategy is done through a wholly owned subsidiary in South Africa and how he integrates the staff there to be more part of the core team rather than an offshore resource as many other firms frame it....2024-05-0236 min
What's Your "And"?617: Zane Stevens is a Chartered Accountant & Soccer Fan [podcast]Zane Stevens joins host John Garrett to share insights on his nontraditional approach to accountancy firm structure, prioritizing employee happiness for increased productivity. He delves into his personal passions, including his significant involvement in coaching soccer and managing a youth soccer league. Zane credits the skills he's developed through coaching, such as patience and recognizing individual motivations, as valuable lessons that translate to the corporate world.2024-04-2431 min
B2B Explorers#3 Ruth Stevens on B2B Buying Groups and Sales-Marketing IntegrationJoin Ruth Stevens, a B2B consultant, educator, and writer, as she explores the changing world of B2B buying and the critical role of integrating sales and marketing with AI advancements. Ruth breaks down the complexity of B2B buying processes, emphasizing the importance of understanding buying groups and individual roles within them, such as end-users and specifiers. She discusses how Martech tools are reshaping the identification of key decision-makers and influencing the buying journey from need identification to final selection. Ruth also addresses the evolving relationship between sales and marketing, highlighting the significance of customer experience and...2024-04-1634 minAccounting Answers PodcastAccounting in the AI Age: Preparing Them for TomorrowEp: 28 Top experts answer: "Will the next generation of accountants be any different from their predecessors?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Will the next generation of accountants be any different from their predecessors?You'll hear insightful and passionate answers from these 5 experts and influencers:Ellen Choi | Co-founder of Aiwyn, bringing practice automation tech to accountantsEric Gregg | CEO of ClearlyRated, exclusive client experience intel...2024-04-1011 minAccounting Answers PodcastFrom Numbers to Narratives: The Accountant’s EvolutionEp: 8 Top experts answer: "Are business owners any closer to receiving proactive advice from accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Are business owners any closer to receiving proactive advice from accountants? You'll hear insightful and passionate answers from these 5 experts and influencers:Zane Stevens | Thought leader, podcaster, and account business owner helping wineries succeedEllen Choi | Co-founder of Aiwyn, bringing practice automation tech to...2024-03-1310 min
Rocky Mountain Fiction WritersMike Torreano: Diving Into Research for Historical FictionMike Torreano Mike is a multi-award-winning author of traditional Western mysteries and historical fiction. In the fifth grade, he read his first Zane Grey novel and has been hooked on the Old West ever since. Mike’s debut western mystery, The Reckoning, was released in 2016 by The Wild Rose Press and the sequel, The Renewal, was released in 2018. Both are set in South Park Colorado, circa 1870. He’s now finishing up the third in the South Park series, The Return. The Goodnight-Loving cattle trail inspired his first stand-alone western, A Score To Settle, (2020) set on...2023-12-2136 minRocky Mountain Fiction WritersMike Torreano: Diving Into Research for Historical FictionMike Torreano Mike is a multi-award-winning author of traditional Western mysteries and historical fiction. In the fifth grade, he read his first Zane Grey novel and has been hooked on the Old West ever since. Mike’s debut western mystery, The Reckoning, was released in 2016 by The Wild Rose Press and the sequel, The Renewal, was released in 2018. Both are set in South Park Colorado, circa 1870. He’s now finishing up the third in the South Park series, The Return. The Goodnight-Loving cattle trail inspired his first stand-alone western, A Score To Settle, (2020) set on...2023-12-2136 minLightningBolt Theater of the MindAltered Avalon Season 3 Episode 01Altered Avalon Season 3 Episode 01
Inspired by characters and events created by: Carol Foley
Written by: Joshua Price
Sound Design: Joshua Price
Rated: PG
Una - Krystal Camarco
Mark - Joshua Price
Yiska - Zane Stevens
Ariana - Deborah Adams
Saras - Tanja Milojevic
Mother Superior- Maureen boutilier
Jacqueline - Amanda Froats
Ashley - Teagan Freeman
Wallers - Joshua Price and Maggie Trimm
Yiska tries to get inside the comatose Una's mind...2023-10-2307 min
The Ambitious Bookkeeper Podcast119 ⎸ [NICHE] Accounting for Winemakers with Zane StevensSend us a textIn this NICHE series episode, I chat with Zane Stevens, a Director of Protea Financial. We delve into the challenges and opportunities that winemakers face when it comes to financial management and strategic decision-making.In this episode you’ll hear:the value in having CFOs with a strategic backgroundwhy it’s important to have standardized procedureshow to better understand your Cost of Production & PricingResources mentioned in this episode:Protea AcademyMeet Zane:Zane Stevens is a Director of Prot...2023-10-1159 min