As the year draws to a close and the vines enter their dormant season, wineries face a unique set of challenges and opportunities. It’s a time for reflection, analysis, and strategic planning to maximize year-end revenue and set the stage for a successful year ahead. At the heart of this planning lies the crucial task…
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In this episode of Protea Weekly, Zane Stevens discusses the critical importance of planning for Q4 and the upcoming year-end close for small business owners. He emphasizes the need for strategic planning to ensure success in 2025, the value of building a supportive team, and the necessity of engaging with financial partners such as accountants…
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In today’s fast-paced business environment, choosing the right accounting solution is crucial for efficiency and success. QuickBooks Online (QBO) is already a trusted platform for countless businesses, but working with a QBO Elite Provisor can take your financial management to the next level. We’ll explain what it means to work with a QBO Elite Provisor, the…
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Running a business is no easy feat. It’s a whirlwind of managing operations, chasing invoices, and strategizing for the future. In the midst of this chaos, it’s easy to let communication with your financial professionals slip down the priority list. But trust us, clear and consistent communication with your financial team is crucial for safeguarding…
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In the unpredictable world of business, risks lurk around every corner. From natural disasters and economic downturns to cyberattacks and supply chain disruptions, the potential threats to your company’s stability are numerous. As a business owner, it’s not a matter of if you’ll encounter risks, but when. That’s where risk management and insurance come into…
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In this episode of Prodea Weekly, Zane Stevens and Brendan Lane discuss the critical aspects of year-end planning for accountants and business owners. They emphasize the importance of client communication, understanding key deadlines, and preparing for tax compliance. The conversation also covers strategies for efficient document management, mental preparation for the busy season, and tools…
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