The H&N Christensen Company: A Testament to Family, Community, and Adaptation In our first episode of Protea Conversations, we had the privilege of spotlighting Andrea Christensen, the third-generation principal at H&N Christensen Company, an insurance agency with deep roots in San Anselmo, California and operating out of Petaluma. Founded by Andrea’s grandfather in 1923, the…
Read More
In this episode, Zane Stevens discusses the importance of kindness and how it can positively impact individuals and communities. He shares his frustration with a lack of sportsmanship in youth sports and emphasizes the need to teach children kindness and respect. Zane explores the difference between kindness and niceness, highlighting that kindness involves listening, understanding,…
Read More
Managing the financials of your business can be a daunting task. Between keeping track of expenses, ensuring accurate records, and preparing for tax season, bookkeeping can quickly become overwhelming. For many businesses, outsourcing bookkeeping is an effective solution to simplify financial management, save time, and ensure accuracy. At Protea Financial, we can show you how…
Read More
In this episode, Zane Stevens discusses the benefits and drawbacks of using a tax provider for bookkeeping services. He explores the potential benefits, such as streamlined communication, consistent understanding of financials, convenience, integrated services, and cost savings. However, he also highlights the potential conflicts of interest, lack of specialization, reduced checks and balances, dependency and…
Read More
Forecasting profit and loss is a crucial skill for managing any business, and wineries are no exception. Effective forecasting can help you navigate the unique challenges of the wine industry, from seasonal variations in production to fluctuating market demand. By mastering the techniques and best practices of profit and loss forecasting, you can ensure your…
Read More
This week, the conversation focuses on service delivery in the accounting industry, AGAIN! Zane shares his thoughts and insights based on a post he made on LinkedIn about clients’ poor service delivery. The main areas of focus that contribute to poor service delivery are taking on too much work, not staying up to date with…
Read More
