Full-bodied wine and accounting with Zane Stevens

Episode notes

Zane Stevens is the Director of Protea Financial - an accounting and bookkeeping firm specializing in wineries. In this episode, Zane talks about his life in South Africa, how he got into accounting, and what made him move to the US to start working in the winery consulting space. Zane and Stuart discuss what’s unique about winery accounting, how they attract clients, and what the future holds for Protea Financial. Together they discuss: Growing up and going to college in South Africa (00:30) The start of Zane’s accounting career (02:00) Zane’s experience at KPMG (04:00) Pivoting to consulting work (06:40) Moving to Cape Town and working in IT consulting (08:00) Leaving KPMG and moving to the US (09:00) Entering the winery consulting space (12:30) Characteristics of winery accounting (15:30) The process of building the structure (18:30) Balancing work and family (19:30) Ways to attract new clients (21:40) What’s next for Protea Financial (25:30) Client stories (29:20)

Related episodes across the Index

Other episodes covering the same guests and topics, from across The B2B Podcast Index.

• How Think Accounting Helps Innovation-Driven Companies Scale SmarterWhat The Tech? · on Accounting
• 239. PE Backed: The CFO’s Balancing Act Between Growth and Governance with Ian PughCFO 4.0 Podcast · on Accounting
• The Accounting Talent CrunchThe CFO Show · on Accounting
• Bridging the Talent Gap With The Next Generation of Accountants - Ep. 34The FinTech Flo · on accountants
• Episode 317: Align Your GTM Teams for Measurable Results with Kimberly KaminskiThe B2B Revenue Executive Experience · on Accounting
• Preparing your business for successionExploring Family Business · on Accounting

• Bridging the gap between tech vendors and accountants, with Seth Fineberg55 / 100
• Doing good work for good people, with Alasdair McGill and Colin Munro
• Finding an accountant's purpose in numbers. A conversation with Jennie Moore
• From good to great: A legacy of empowerment with Anton Colella
• Turning all of life's lemons into lemonade, with Candy Bellau