The conversation focuses on the importance of communication and customer service in the accounting industry. The host highlights the disconnect between what accounting firms offer and what clients perceive they are receiving. The lack of clear communication leads to frustration and dissatisfaction. Zane emphasizes the need for improved communication from the initial phone call to…
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Are you looking to take your small business finances to the next level? Look no further than QuickBooks Online (QBO)! In today’s fast-paced digital world, having a streamlined financial process is crucial for success. Let Protea Financial guide you through the full benefits of QBO and show you how it can revolutionize your business operations….
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Things got a little weird! In this episode, Zane Stevens discusses various topics he considered for the show, including the poor state of the economy, global pricing overruns, people overselling and underdelivering, lack of service delivery in the accounting industry, and the importance of effective communication. However, he decides to take a different approach and…
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In this episode, Zane Stevens discusses the implementation of three new technologies at Protea Financial: Guru Reach Reporting, and Karbon Client Tasks. Guru is an internal intranet system that consolidates important company documents, training information, and standard operating procedures. Reach Reporting has improved the quality of management reporting to clients and increased client engagement. Karbon…
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In this episode, Zane Stevens discusses the importance of continuously improving and the role of ego in hindering progress. He emphasizes the need for diversity of ideas in the accounting industry and encourages accountants to be open-minded and receptive to different opinions. Zane also highlights the importance of embracing different methodologies and approaches to running…
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In this episode, Zane Stevens celebrates 10 years of Protea Financial and reflects on the journey of building the business. He expresses gratitude to the listeners and supporters of the podcast. Zane shares the story of how he and his wife moved to the United States and how Protea Financial was born. He highlights the…
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