Rewind: Building a Remote Firm from the Ground Up

Zane Stevens co-founded Protea Financial, an accounting firm focused on the wine industry, and it was remote from the beginning. We look back on his conversation with John Randolph on this special CPA Life Rewind Episode 81 about how this allowed him to treat employees like adults and provide flexibility in their roles. He also emphasizes the benefits of niche focus, arguing that firms that try to be everything to everyone often underdeliver. Zane notes that communication is often the biggest challenge for remote teams, requiring purposeful structures and frequent adjustments. Still, he finds that remote work allows for more precise, focused conversations and improved productivity.

Get the full show notes and more resources at CPALifePodcast.com