Protea Weekly – Episode 30 – How to choose an accountant?

In this episode, Zane Stevens discusses the importance of selecting a good accountant and provides five key questions to ask when evaluating accounting professionals. He emphasizes the need to understand the services offered, industry specialization, security and confidentiality measures, pricing structure and fees, and communication protocols. Stevens highlights the significance of clear communication and trust…
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Protea Weekly – Episode 29 – What is the CTA – With Jeremy Little – CMPR

In this episode, Zane Stevens and Jeremy Little discuss the Corporate Transparency Act (CTA) and its implications for businesses. The CTA, which is part of the Anti-Money Laundering Act of 2020, aims to curb illegal activities such as money laundering and terrorist financing. The conversation covers the definition of beneficial owners, the types of entities…
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Protea Weekly – Episode 28 – Should I Conference? – Part 2 – Accounting conferences

In this episode, Zane Stevens discusses the importance of attending conferences, both in your niche and in the accounting industry. He highlights the benefits of networking, staying up to date with industry trends, professional development, knowledge sharing, exposure to new technology, career advancement, inspiration and motivation, and gaining a competitive advantage. Zane also shares his…
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Protea Weekly – Episode 27 – Should I Conference? – Part 1 – In my Niche

In this episode, Zane Stevens discusses the importance of attending industry-specific conferences. He shares his personal experience attending wine industry conferences and explains how it has helped him become a better advisor to his clients. Zane highlights the benefits of gaining industry-specific knowledge, networking with professionals in the field, and discovering new business opportunities. He…
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Protea Weekly – Episode 26 – Adaptation and Open-Mindedness in a Changing World

In this episode, Zane Stevens discusses the importance of continuous learning and improvement, emphasizing the need for open-mindedness and willingness to change. He shares insights from the performance appraisal process at Protea and highlights the significance of personal development and adaptation in a changing world. Takeaways – Continuous learning and improvement are essential for personal…
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Protea Weekly – Episode 24 – Be kind – it is good for you and those around you

In this episode, Zane Stevens discusses the importance of kindness and how it can positively impact individuals and communities. He shares his frustration with a lack of sportsmanship in youth sports and emphasizes the need to teach children kindness and respect. Zane explores the difference between kindness and niceness, highlighting that kindness involves listening, understanding,…
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