Meet Diana!

Discover how Diana Gleason transitioned from a professional dancer to building a thriving six-figure accounting firm, and her insights into scaling a service-based business, leadership, and personal growth.

Main Topics:

- Diana’s unconventional path from dance to accounting

- Building and scaling DG Accounting Agency

- Leadership, systems, and operational strategies for growth

- Balancing entrepreneurship with family life

In this episode:

- Diana shares her inspiring story of pivoting careers and establishing her firm

- Key lessons learned from scaling her business and building a team

- How her background in dance instilled resilience and discipline

- Practical strategies for creating systems and empowering employees

- Her vision of the future: becoming CEO and eventual business sale

Timestamps:

00:00 - Introduction to Diana Gleason and her unique journey from dancer to accountant

01:05 - Celebrating five years in business and recognizing milestones

02:12 - Evolving roles within her firm and operational growth

04:56 - How a leadership program with Gary Vaynerchuk influenced her mindset

09:45 - Leadership style adjustments for team empowerment

16:44 - Balancing motherhood and entrepreneurship while managing physical health

24:47 - Connecting with her passion for supporting dance studios and small businesses

27:29 - Her mission to humanize accounting and provide judgment-free financial support

32:09 - The value of honesty combined with compassion in client conversations

34:45 - Recognizing warning signs of potential business trouble

37:39 - Insights into her leadership program with Gary Vaynerchuk at VaynerX

45:17 - Day in the life: balancing family, business meetings, and sales efforts

48:24 - Future goals: becoming CEO and eventually selling her firm

51:02 - Personal interests, hobbies, and the importance of continuous growth

54:50 - Rapid-fire segment: dream vacation, favorite tech, and more

Connect with Diana:

Personal Instagram - https://www.instagram.com/dianagleason/

LinkedIn - https://www.linkedin.com/in/dianagleason/

Meet Cash!

Discover how Cash East transitioned from a childhood love of fly fishing to building innovative software tools that revolutionize real estate investing and bookkeeping.

Gain insights into the importance of data, the value of trusting a team, and embracing risk to grow professionally and personally.

In this episode:

- Cash shares his unique family history and the story behind his distinctive name, Cash.

- How his childhood passions led him into entrepreneurship and environmental science.

- The evolution from environmental consulting to environmental accounting and software development.

- The critical role of data, discipline, and teamwork in his success.

- The influence of habits, travel, and outdoor hobbies on his professional journey.

- Vision and short-term goals for his innovative software and investment projects.

Timestamps:

00:00 - Introduction to Cash East and his intriguing family history

01:26 - Childhood experiences and family influences on careers

02:04 - The story behind the name "Cash" and its impact

02:25 - Early career in finance, accounting, and environmental consulting

03:16 - Transition from biology to environmental business models

05:02 - Starting entrepreneurial ventures in fly fishing gear

11:11 - Balancing family and professional pursuits

13:03 - The attraction of entrepreneurship and control over destiny

14:25 - Using data and models in supply chain and environmental work

17:43 - Challenges in making data understandable and actionable for business owners

20:01 - Entry into real estate investments and learning to analyze deals

26:35 - The mindset needed for taking calculated risks and big swings

28:19 - The importance of data and trusting the right people in decision-making

32:11 - Surrounding yourself with reliable partners and team members

37:41 - Transitioning to managed properties and improving operational efficiency

41:04 - Creating a unified platform for bookkeeping and financial oversight

43:15 - The role of AI in automating tasks and freeing up entrepreneurs' time

45:54 - The value of time back from automation and AI tools

49:05 - Short-term goals: expanding the bookkeeping tool and community engagement

50:29 - Embracing AI growth and upcoming opportunities in tech

51:07 - Rapid fire questions: favorite books, exercise, travel preferences, tech tools, and final meal

Connect with Cash:

Personal X - https://x.com/CashionEast

Kestrel - https://kestrelrms.com/

Meet Jeff!

Explore Jeff Okrepkie's inspiring story of resilience, community rebuilding, and servant leadership, shaped by personal tragedy and dedicated public service.

This conversation delves into his unique approach to leadership, built on humility and a profound sense of community obligation.

In this episode:

- Jeff shares how experiencing the Tubbs Fire in 2017 transformed his life and propelled him into public service.

- Insights into the importance of ground truth and humility in leadership, especially during crises.

- The role of community-led recovery initiatives like Coffey Strong and how grassroots efforts can inspire systemic change.

- Practical advice for citizens eager to get involved locally, emphasizing volunteerism and stepping out of comfort zones.

- Strategies for leaders on managing ego, fostering teamwork, and making informed decisions grounded in real-world experience.

- Jeff relates his insurance expertise to his public decision-making, highlighting risk analysis and community safety.

Timestamps:

02:21 - How losing his home in the Tubbs Fire catalyzed community efforts

04:34 - The grassroots creation of Coffey Strong neighborhood recovery model

07:54 - Jeff's transition from community volunteer to city council member

09:12 - Lessons from early government work with Senator John McCain

14:10 - Emotional toll and community support after disasters

17:42 - Applying lessons learned from fires to local policy and community resilience

21:44 - The influence of family background on Jeff’s service philosophy

27:11 - The importance of humility and teamwork in leadership success

29:05 - Leadership lessons: Ego, humility, and surround yourself with experts

33:47 - Balancing a day job in insurance with public service responsibilities

37:11 - Jeff’s journey in the insurance industry, shaped by economic downturns

44:20 - Balancing family, sports, and travel with civic duty

47:09 - Rapid fire: Dream vacation, favorite books, and childhood memories

The insights from Jeff’s personal story underscore that leadership often emerges from adversity, grounded in humility, service, and a passion for community resilience. Whether tackling local wildfire recovery or engaging in civic duties, his journey exemplifies how purpose-driven by legacy and values can inspire actionable change at every level.

Connect with Jeff:

Personal LinkedIn - https://www.linkedin.com/in/jeffokrepkie/

Meet Paul!

In this episode, Paul Schwartz shares his insights on how Sonoma County's market has remained resilient post-COVID, highlighting the strength of owner-user markets despite economic pressures.

He emphasizes the importance of control and flexibility in owning commercial space, along with the attractiveness of SBA financing options. He sares his journey with Leadership Santa Rosa's origin, purpose, and lasting impact on fostering community collaboration and developing future leaders are explored.

Paul provides practical advice on building professional networks, maintaining relevance, and continuous learning to stay ahead in the industry. The importance of clear communication, listening, and speaking at clients' levels is highlighted for success.

Timestamps:

01:20 - Sonoma County real estate market stability post-COVID

05:41 - The current investment climate and cap rate adjustments

10:12 - Paul's career journey from nonprofit management to real estate

13:14 - Changes in commercial real estate over 35 years

18:21 - Strategies for staying current and successful

21:30 - The role of continuous learning and curiosity

23:04 - Negotiation and communication skills

26:30 - Effective networking and building relationships

35:30 - Leadership Santa Rosa's history and community impact

38:26 - Keys to leadership longevity and community relevance

41:30 - The best advice Paul has received

43:23 - Personal interests and hobbies outside real estate

45:24 - Rapid fire questions: dream vacation, books, fitness, friendships, final meal

Connect with Paul:

Personal LinkedIn - https://www.linkedin.com/in/paul-schwartz-97630512/

Meet Mike!

Discover insights from Mike Mathews on the importance of clear communication, fostering meaningful relationships, and leveraging values-driven businesses in this engaging conversation. Learn from his diverse career journey through industry, consulting, and leadership in the wine and oyster sectors, as well as practical advice on balancing work and self-care.

Main topics covered:

- The role of experiential learning and passion in business environments

- The impact of understanding human behavior and psychology in effective communication

- Strategies for professional growth, business development, and relationship building

- The significance of sustainable, value-driven business practices

- Practical tips on time management, networking, and self-care for young professionals

Timestamps:

(00:00) - Welcome and introduction with Mike Mathews

(02:27) - The importance of team longevity and experiential culture at Hog Island

(03:07) - Mike’s journey into accounting and the influence of psychology

(04:39) - Addressing communication gaps in professional settings

(07:03) - The role of education and baseline understanding in cross-functional teams

(09:39) - Communicating effectively with business owners and understanding their pressures

(11:56) - Mike’s early career at Campbell Soup and lessons from industry rotations

(14:53) - Insights from Diageo’s product success and failures

(17:46) - Long-term thinking in product development and market risks

(21:26) - Transition from industry to consulting during COVID

(23:32) - The dynamics of a consulting career: challenges and rewards

(27:00) - The power of scheduling and planning to build relationships and routines

(29:30) - The significance of nurturing professional relationships and networking

(30:55) - Reflection on the fleeting nature of childhood and work-life balance

(35:30) - Working at value-driven businesses and sustainability practices

(37:55) - The importance of community and local engagement in food and beverage

(38:45) - Key lessons from consulting: self-care, building your future, and relationship management

(49:55) - The impact of small operational improvements on cash flow

(52:49) - Advice for young accountants: planning, relationships, and self-awareness

(56:14) - The importance of building relationships before they are needed

(58:15) - Closing thoughts and gratitude

This episode emphasizes the foundational skills of communication, relationship-building, and value-driven business practices, all underscored with practical examples and heartfelt stories. Whether you're early in your career or an experienced professional, the insights shared can help you build a more sustainable, impactful practice.

Connect with Mike: Personal LinkedIn - https://www.linkedin.com/in/michael-mathews-34275a5/

Meet Nancy!

In this episode, Nancy McClelland, also known as the Dancing Accountant, shares her inspiring journey from music education to becoming a passionate advocate for community, authenticity, and collaboration in the accounting world. Nancy discusses how embracing her unique personality has attracted her ideal clients and fostered a vibrant company culture. We explore her insights on building trust, leveraging personal strengths, and creating environments where professionals thrive both personally and professionally.

Main Topics:

- Nancy’s unconventional path from music education to accounting, and how mentorship shaped her career

- The importance of authenticity and embracing quirks to attract the right clients

- How to build a strong, human-centered company culture in remote and hybrid teams

- The significance of asking for what you want and building your opportunities proactively

- The impact of community involvement and personal branding in business growth

Timestamps:

00:00 - Introduction to Nancy McClelland and her unique background

00:45 - Nancy’s move from music education to accounting and mentorship

01:38 - How Nancy's environment in Mexico supports her health and work-life balance

03:07 - Navigating remote work and the pandemic’s impact on her business

04:19 - Building company culture and maintaining team connection remotely

12:14 - Nancy’s journey to becoming an accountant and her early influences

13:02 - The role of mentorship in Nancy’s career path

16:19 - How Nancy’s community efforts support bookkeepers and CPAs

17:04 - The challenges and joys of starting her own firm

20:36 - Balancing work, life, and health through intentional choices

22:09 - Building a business that aligns with personal passions and strengths

27:12 - The importance of community support and local engagement

32:16 - The value of hiring strategically and focusing on your strengths

37:42 - How personal passions can foster better client relationships

41:11 - The importance of collaboration between bookkeepers and tax professionals

44:01 - Nancy’s "She Counts" podcast: creating a safe space for women in accounting

49:14 - Advice for new entrants: be true to yourself and take proactive steps

Connect with Nancy:

Personal LinkedIn - https://www.linkedin.com/in/nancy-mcclelland-cpa/

She Counts Podcast - https://shecounts.show/

Ask an Accountant - https://www.thedancingaccountant.com/ask-a-cpa-landing/

Meet Katie!

In the latest episode of Protea Conversations, Zane welcomes Katie Thomas, a dynamic professional who made a remarkable transition from accounting to marketing.

We delve into Katie's journey, her motivations, and the lessons learned along the way, providing valuable insights for anyone considering a similar leap. Katie's story is one of courage and determination. Transitioning from a secure career in accounting to the unpredictable world of marketing is no small feat.

The Journey from Accounting to Marketing Katie’s path to marketing was not as straightforward as one might think. Initially, she built websites and dabbled in marketing during her teenage years, growing up in a family business environment. This early exposure ignited her passion for marketing, which she pursued alongside her education in accounting.

Katie's journey from accounting to a successful marketing career serves as an inspiring narrative for anyone contemplating a leap into the unknown. Her story reveals that embracing change, overcoming doubts, and building a strong network are crucial elements of success.

Key takeaways:

- Embrace your passions and be willing to take risks.

- Build relationships and network actively.

- Accept rejection as part of the process and learn from it.

Connect with Katie: Personal

LinkedIn - https://www.linkedin.com/in/katiethomascpa/

Leaders Online - https://leaders-online.com/

Meet Anshul!

In this episode of Protea Conversations, discover how direct ownership offshoring can give your business control, reduce compliance risks, and unlock access to global talent.

Anshul Agrawal shares his journey from immigrant to offshoring expert and offers insights into how firms of all sizes can leverage international talent pools effectively.

In this episode:

- The difference between agency sourcing and direct ownership offshoring

- How to build and manage a global team without high physical infrastructure costs

- Key legal, compliance, and cultural considerations for offshore hiring

- Why Argentina and South Africa are emerging as popular offshoring destinations

- Anshul’s personal journey from studying in the US to founding an international consulting business

- Common myths and misconceptions about offshoring and how to address them

- Practical advice for accountants and entrepreneurs looking to go global

- The role of education and mindset shifts in overcoming old-school stigmas

- Actionable tips on how to start small with testing offshore arrangements

For those considering offshoring, Anshul emphasizes the importance of education, starting small, and addressing misconceptions. His approach makes global talent accessible for firms of all sizes, helping you solve your biggest business challenges by leveraging international resources.

Connect with Anshul:

Personal LinkedIn - https://www.linkedin.com/in/anshul12/

June15 Consulting - https://www.june15consulting.com/

Meet Randy!

In this episode of Protea Conversations, Randy Crabtree shares his inspiring journey of overcoming personal challenges, building vibrant communities, and embracing vulnerability to lead with authenticity in the accounting industry.

Discover practical advice on fostering mental wellness, creating impactful cultures, and finding fulfillment in both professional and personal life.

Key Topics:

- How a stroke changed Randy’s perspective on work and life

- The importance of vulnerability and authentic leadership

- Building a community-focused culture centered on mental health and wellness

- Strategies to empower teams through trust and openness

- The significance of niche expertise and aligning passion with profession

- Balancing family, personal growth, and professional impact

- Practical ways to implement positive change within organizations

- The role of diversity of thought in fostering innovation and growth

- Randy’s upcoming conference: Bridging the Gap and its focus on wellness and collaboration

- Tips for newcomers entering the accounting profession: identifying what makes you happy and pursuing it

Connect with Randy:

Personal LinkedIn - https://www.linkedin.com/in/randy-crabtree-cpa-1945a67/

Personal Website - https://www.randycrabtree.com/

Follow Protea:

Website - https://proteafinancial.com/blog/

Facebook - https://www.facebook.com/proteafinancial

LinkedIn - https://www.linkedin.com/company/10833176

Instagram - https://www.instagram.com/protea_financial/

Twitter - https://twitter.com/FinancialProtea

Follow Zane:

LinkedIn - https://www.linkedin.com/in/zane-stevens/

Twitter - https://twitter.com/zane_stevens_

Instagram - https://www.instagram.com/zane_stevens_/

Meet Justin!

In this episode of Protea Conversations, Zane Stevens interviews Justin Stephens, the second-generation owner of Stephens Tax Services. Justin shares his journey from initially avoiding the family business to taking over after his father's passing. He discusses the challenges and triumphs of running a tax service, the importance of maintaining personal values, and his commitment to client-first service. The conversation also touches on Justin's personal health journey and the future of his business.

Takeaways

- Justin initially avoided the family business, pursuing a career in sales.

- His father's illness prompted Justin to take over the tax service.

- Justin emphasizes a client-first approach, valuing personal connections.

- He successfully expanded the business, doubling the client base.

- Justin's personal health journey involved losing 70 pounds.

- He stresses the importance of aligning business with personal values.

- Justin plans to continue growing the business while maintaining its core values.

- Technology plays a key role in adapting to client needs.

- Justin values making tax services accessible and affordable.

- He believes in the importance of hard work and perseverance.

Sound bites

"I'm giving you the football, you take it, you run with it."

"The life you want is on the other side of the work you're avoiding."

"I can't imagine doing anything else."

"It's about seeing that it's not shying away from it."

"It's the people first. Need to remember that."

"You can't take care of anybody else if you don't take care of yourself."

"There's no shortcuts. And when I stopped looking for shortcuts, my life gets better."

Connect with Justin:

Personal LinkedIn - https://www.linkedin.com/in/justin-stephens-5bb114b/