"Protea Conversations" is an enlightening leadership podcast that delves into the dynamic world of business and accounting. In each episode, we engage with seasoned leaders to unravel their unique stories, uncovering pivotal advice that has shaped their success. Our guests generously share insights and practical guidance, offering listeners valuable lessons to propel their own career trajectories.
Meet 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 setting. In this conversation, Jacob Giroux shares his insights on building trust with clients through personal connections, the importance of work-life balance, and the value of a supportive work environment. He reflects on his career journey in accounting, discussing the need for a reimagined perception of the profession and debunking common misconceptions. Jacob emphasizes the significance of setting personal boundaries, pursuing career goals, and the lessons learned along the way, ultimately inspiring future accountants to embrace their potential. Takeaways - Jacob's journey to becoming a CPA is marked by resilience and discipline. - Balancing a full-time job while studying for the CPA exams was a significant challenge. - Imposter syndrome is a common feeling even after achieving major milestones. - Building strong client relationships is crucial in the accounting profession. - Jacob emphasizes the importance of being approachable and available to clients. - He enjoys the puzzle-like nature of tax work, finding satisfaction in completing returns. - The accounting profession needs to attract new talent and adapt to changing dynamics. - Jacob's previous management experience enhances his marketability in accounting. - He believes in setting a positive example for his family through hard work. - Building trust with clients is essential for success. - Availability can enhance client relationships. - Setting boundaries is crucial for work-life balance. - A supportive work environment fosters growth and development. - Career goals can evolve; it's okay to take your time. - Advice from mentors can shape your career path. - The accounting profession needs a fresh perspective. - Job security in accounting is a significant advantage. Sound Bites "It's a lot of imposter syndrome, I would say." "You're piecing together a thousand, 10,000 pieces." "Just trying to be some level of relatable to them." "Availability is the best ability." "Set your own boundaries that you're happy with." "Do it well, no matter what you do." "Be the best garbage man you can be." "Accounting needs a makeover." Chapters 00:00 Introduction to Jacob Giroux's Journey 02:01 Celebrating the CPA Milestone 04:04 Career Transition: From Criminal Justice to Accounting 10:28 Balancing Work and Study 15:04 Overcoming Imposter Syndrome 17:37 Insights into Tax Work 20:58 Building Client Relationships 29:29 Building Trust Through Personal Connections 32:40 Balancing Work and Personal Life 34:46 The Value of a Supportive Work Environment 35:33 Navigating Career Goals and Aspirations 37:17 Lessons from the Journey: Advice and Reflections 40:30 Reimagining the Accounting Profession 48:40 Advice for Future Accountants 52:25 Debunking Myths About Accountants 53:33 Personal Insights Beyond Accounting Connect with Jacob: LinkedIn personal - https://www.linkedin.com/in/jacob-g-5819b780/
Meet 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 technology and personal growth in the accounting industry. She discusses her transition to full-time bookkeeping, the impact of her marketing background, and the significance of setting priorities and boundaries in her professional life. Kellie also offers valuable advice for aspiring bookkeepers, emphasizing the need for a solid understanding of accounting fundamentals and the role of technology in enhancing client relationships. Takeaways - The accounting industry is increasingly becoming a technology-driven field. - Bookkeeping is a crucial aspect of the accounting process. - Community and relationships are vital in the accounting industry. - Interpersonal skills are essential for success in accounting. - Technology has made accounting more accessible and efficient. - The shift to cloud technology in accounting has greatly improved efficiency and client satisfaction. - Embracing technology is crucial for modern accountants and bookkeepers. - Setting clear goals and priorities is essential for professional growth. - Kellie emphasizes the importance of understanding core accounting principles. - Personal anecdotes can illustrate the challenges and benefits of adapting to new technologies. - Networking and community support are vital for success in the accounting industry. Sound Bites "I like to think of myself more as a thought sharer." "I realized actually that I loved doing that." "It opened up all of this freedom." "I want to do it differently." "You need to work on expectations and boundaries." "You bring some fresh air to the accounting space." Chapters 00:00 Introduction to Cloud Accounting and Kellie Parks 03:00 The Role of a Rabble Rouser in Accounting 05:53 Building Community in the Accounting Industry 08:57 The Importance of Bookkeeping 11:45 Technology's Impact on Accounting 14:56 Journey into Bookkeeping 18:02 The Transition from Marketing to Accounting 28:22 The Evolution of Kellie's Career 30:00 Transitioning to Full-Time Bookkeeping 31:49 Leveraging Technology in Accounting 34:37 The Impact of Marketing Experience on Accounting 38:07 Adapting to Change: A Personal Anecdote 41:30 The Importance of Technology in Modern Accounting 43:06 Setting Goals and Priorities 51:25 Advice for Aspiring Bookkeepers Connect with Kellie: LinkedIn personal - https://www.linkedin.com/in/kellie-parks/ More - https://linktr.ee/calmwaterskellie
In 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 discussing death and legacy. In this conversation, we explore the profound themes of planning for death as an act of love, the entrepreneurial spirit, and the daily life of an attorney. Ruby shares her journey of personal growth, the importance of mindset shifts, and her future aspirations, while also providing valuable advice for new graduates entering the workforce. Takeaways - Ruby's journey to law was influenced by personal loss. - Experiences in life and business shaped her legal career. - Law school was a fulfilling experience for Ruby. - Ruby emphasizes empathy in estate planning. - Estate planning is about love for family. - Her diverse background informs her legal practice. - People often underestimate their strength in tough situations. - Daily routines can significantly impact productivity and mindset. - Mindset is crucial for overcoming limiting beliefs. - Abundance mindset leads to greater confidence and opportunities. - Experiences outside of comfort zones foster personal growth. Sound Bites "Estate planning is truly an act of love." "It's about you, your love for your family." "Planning for death is an act of love." "Money is a renewable resource." "I have an abundance mindset." Chapters 00:00 Introduction to Ruby Steinberger 01:38 Ruby's Unconventional Journey to Law 05:00 Life Experiences Shaping Legal Career 13:28 Navigating Law School Later in Life 18:24 Exploring Different Legal Paths 23:43 The Importance of Estate Planning 27:35 Empathy in Estate Planning 30:16 Planning for Death as an Act of Love 31:44 The Entrepreneurial Spirit and Personal Growth 32:46 Day-to-Day Life of a Solo Attorney 36:58 Mindset Shifts and Overcoming Limiting Beliefs 42:18 Future Goals and Aspirations 45:31 Advice for New Graduates Connect with Ruby: LinkedIn personal - https://www.linkedin.com/in/ruby-steinbrecher-307b525/ Website - https://lawofficeofruby.com/
Meet 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 clear expectations within a team. He discusses the balance between recurring responsibilities and strategic projects, the lessons learned from his leadership journey, and the significance of hiring the right people for business growth. Chris emphasizes a people-first approach to leadership, advocating for open communication and accountability, while also reflecting on his personal interests and the challenges of balancing work and family life. Takeaways - Chris emphasizes the importance of community in both personal and professional life. - Success is not just about the outcome, but also about the energy you derive from your work. - The ecosystem for buying small businesses has grown significantly in recent years. - Recurring revenue models are crucial for stability in business. - The accounting industry is essential and resilient, even during economic downturns. - Culture and people are at the core of a successful business. - Growth often brings new challenges that require strategic leadership. - Hiring the right people is critical as a business scales. - Transforming a business involves creating a management layer for sustainability. - Tracking time can help prioritize high-value tasks in a busy schedule. Half of my time is allocated to strategic projects. - It's crucial to vocalize expectations to the team. - Hiring is a core motion for a growing business. - You should feel like you work with your boss, not for your boss. - Setting clear expectations leads to better performance. - Understanding client fit is essential for business health. - You need to build structure around your work schedule. - It's important to find peace along the journey. - Hiring well is as important as delivering services. - You have to be comfortable being alone as a leader. Sound Bites "Life is not just about succeeding." "Our business is a people business." "I'm here to serve the team." "Speak your mind faster." "It's about what the business needs." "It's not just about the revenue." "You have to be comfortable being alone." Chapters 00:00 Introduction to Chris Williams and System 6 03:00 Chris's Unique Path to Accounting 05:48 The Ecosystem of Buying Small Businesses 09:58 The Appeal of Outsourced Accounting 17:03 Transforming System 6: Growth and Culture 23:51 Navigating Challenges in Business Growth 28:07 Day-to-Day Life as a CEO 28:58 Managing Time and Priorities 32:44 Lessons Learned in Leadership 37:36 Setting Expectations and Accountability 40:10 Hiring for Growth 43:20 Short-Term Goals and Business Strategy 46:42 People-First Leadership Approach 49:55 Personal Insights and Interests Connect with Chris: LinkedIn personal - https://www.linkedin.com/in/chris-williams-68057029/
Meet 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 of anxiety, and facilitate change. She emphasizes the importance of understanding financials, building trust, and measuring impact. Molly shares her insights on leadership qualities, the joy of witnessing 'aha moments,' and her goals for team development. The conversation also touches on personal connections and the importance of perspective in leadership. Takeaways - Molly emphasizes that accounting is the language of business. - She highlights the importance of curiosity and continuous improvement in her career. - Building a relationship based on trust is crucial for effective communication. - Molly learned to present financial information in a digestible way for her father. - She believes in celebrating failures to create a safe environment for mistakes. - Molly stresses the need to connect with employees on a personal level. - She advises saying yes to opportunities to discover one's niche. - Molly's approach to leadership involves asking questions rather than giving orders. - She emphasizes the importance of follow-through to build trust within a team. - Molly's consulting work focuses on helping businesses identify and solve their actual problems. - Building trust is essential when solving business problems. - Flexibility in problem-solving leads to better outcomes. - Offering options empowers business owners to make decisions. - Effective leaders listen and celebrate their team's strengths. - Understanding multiple perspectives fosters a positive team environment. Sound Bites "Accounting is the language of business." "Curiosity and continuous improvement are key." "Follow through builds trust." "I celebrated my failures." "You need to connect on a personal level." "I help businesses find their actual problems." Chapters 00:00 Introduction to Molly Varangkounh 04:18 Career Development and Family Business 10:06 The Importance of Numbers in Business 15:34 Navigating Difficult Conversations 21:03 Building Collaborative Leadership 25:54 Creating a Safe Environment for Mistakes 27:42 Molly's New Path and Consulting Work 30:49 The Role of a Chief Sanity Officer 32:21 Understanding Business Owners' Challenges 34:14 Identifying Sources of Anxiety 36:51 Navigating Pushback from Business Owners 39:02 Facilitating Change and Decision-Making 41:35 Measuring Impact and Progress 43:30 The Joy of Aha Moments 44:56 Short-Term Goals and Team Development 47:31 Qualities of Effective Leadership 50:25 Advice for New Leaders 51:27 The Importance of Perspective 53:01 Personal Insights and Family Connections 54:08 Rapid Fire Questions Connect with Molly: LinkedIn personal - https://www.linkedin.com/in/molly-varangkounh-17440270/