In this episode, Zane Stevens discusses the importance of communication in accounting and business. He emphasizes the need for accountants to be able to effectively communicate with clients and colleagues. Zane shares eight key points for improving communication, including having clarity of purpose, knowing your audience, being concise, consistency, active listening, using stories and examples,…
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In today’s rapidly evolving business landscape, staying ahead of the curve requires more than just keeping up with current trends. It involves strategically selecting technology solutions that will serve your business well into the future. At Protea Financial, we understand the importance of future-proofing your business with timeless tech solutions that enhance efficiency, drive growth,…
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In this episode, Zane Stevens discusses the importance of reassessing goals halfway through the year. He shares his personal and business goals and how he has been working towards them. Zane emphasizes the need to set SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) and reassess them regularly. He encourages listeners to adjust or drop goals…
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The foundation of any successful business – including wineries – comprises the numbers that underly everything. Tracking your performance using these numbers is vital to maintaining and expanding a profitable business. The challenge is in the details and the arduous, often-tedious job of allocating costs, calculating COGS, managing key indicator accounts, and more. Wineries are unique…
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Running a winery is not just about producing exceptional wines; it’s also about managing your finances strategically to ensure long-term success. Strategic financial management involves planning, organizing, controlling, and monitoring your financial resources to achieve your business objectives. Let Protea Financial help you explore the key elements of strategic financial management for wineries and provide…
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In this episode, Zane Stevens discusses the importance of selecting a good accountant and provides five key questions to ask when evaluating accounting professionals. He emphasizes the need to understand the services offered, industry specialization, security and confidentiality measures, pricing structure and fees, and communication protocols. Stevens highlights the significance of clear communication and trust…
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