Meet Lisa!

In this conversation, Zane interviews Lisa Hannah, a vice president at Berghof Realty Corporation, specializing in estate transition and legacy planning for vineyard and winery owners.

They discuss the complexities of wealth transfer, the role of women in real estate, and the importance of education and mentorship in navigating these challenges. Lisa shares her diverse career journey, insights on the changing landscape of real estate, and the necessity of having difficult conversations about family assets.

The discussion emphasizes the need for more women in decision-making roles and the impact of generational wealth transfer on the future of real estate ownership.

Takeaways

- Estate transition is a complex and personal journey.

- Women are increasingly becoming key players in real estate ownership. - The greatest transfer of wealth is currently happening.

- Education and empowerment are crucial for women inheriting properties.

- Many families are unprepared for the transfer of wealth.

- Mentorship plays a vital role in career development.

- Difficult conversations about assets should happen early.

- Commercial real estate is still male-dominated.

- The landscape of real estate is changing rapidly.

Sound Bites

"We are in a revolution of change."

"You can't mediate your own life."

"We need to have the hard conversations."

Chapters

00:00 Navigating Estate Transitions in the Wine Industry

04:58 Lisa's Journey: From Wall Street to Real Estate

11:12 The Gender Disparity in Real Estate Investment

16:59 Understanding the Commercial Real Estate Landscape

23:39 Preparing for the Great Transfer of Wealth

31:18 The Changing Landscape of Urban Living

33:17 Navigating Family Wealth and Property

35:55 A Day in the Life of a Mediator

39:10 Finding Purpose in Mediation

41:11 Goals and Aspirations in Mediation

44:27 The Importance of Mentorship

46:54 Advice for Future Leaders

49:46 Personal Insights and Rapid Fire Questions

Connect with Lisa: LinkedIn personal - https://www.linkedin.com/in/lisahannah/

Meet Tailor!

In this episode of Protea Conversations, Zane interviews Tailor Hartman, founder and CEO of Satellarity Accounting. They discuss Tailor's unique journey into accounting, the importance of advisory services, and the impact of technology on the industry.

Tailor shares his experiences transitioning from private to public accounting, the challenges he faced, and the decision to start his own practice. The conversation highlights the evolving role of accountants as strategic partners for businesses and the financial challenges they encounter today.

In this conversation, Tailor Hartman and Zane Stevens discuss the unexpected paths their careers have taken, the importance of building strong client relationships based on trust, and the challenges of scaling a business. They emphasize the role of technology in modern accounting practices and share valuable advice for aspiring accountants, highlighting the significance of interpersonal skills and adaptability in the profession.

Takeaways

- Tailor Hartman transitioned from a non-traditional background to accounting.

- He initially pursued a career as a firefighter before discovering his passion for finance.

- The importance of stability and financial success motivated Tailor to enter accounting.

- Tailor's experience in public accounting helped him develop client-facing skills.

- He built a successful accounting firm primarily through Upwork before expanding his network.

- He believes that accountants can be strategic partners rather than just service providers.

- The journey of starting his own practice was driven by a desire for flexibility and fulfillment.

- He finds teaching accounting technology rewarding, as he relates to students' challenges.

- Tailor emphasizes the importance of documenting experiences for future learning.

- Building strong relationships with clients is crucial for success.

- Trust is the foundation of client relationships in accounting.

- Technical expertise is expected; interpersonal skills are what set accountants apart.

- Flexibility in work arrangements fosters a positive company culture.

- Scaling a business requires a shift in mindset and delegation of tasks.

- Setting clear business goals is essential for growth.

- Personal agency is key to driving success in one's career.

Chapters

00:00 Introduction to Tailor Hartman and Celerity Accounting

10:15 Transitioning from Private to Public Accounting

18:08 Building a Successful Accounting Firm

24:17 The Decision to Start His Own Practice

32:03 Navigating Client Relationships

40:02 Scaling a Business 46:11 Embracing Technology in Accounting

51:59 Advice for Aspiring Accountants

Connect with Tailor:

LinkedIn personal - https://www.linkedin.com/in/tailorhartmancpa/

Work with Celerity - https://celerity.io/contact/

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/