As a winery owner, you know that creating a delightful bottle of wine requires more than just excellent grapes and expert winemaking skills. Behind every successful vintage is a meticulous planning process that ensures your winery remains financially viable and profitable. Budgeting and financial planning are the backbone of this process, guiding you to make…
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Managing your business’s financial records can often feel like an overwhelming task. The piles of receipts, invoices, and financial statements can quickly turn into chaos if not handled properly. But what if there was a way to transform this chaos into order effortlessly? Outsourced bookkeeping offers a streamlined solution that can bring clarity and efficiency…
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In this episode, Zane Stevens and Jeremy Little discuss the Corporate Transparency Act (CTA) and its implications for businesses. The CTA, which is part of the Anti-Money Laundering Act of 2020, aims to curb illegal activities such as money laundering and terrorist financing. The conversation covers the definition of beneficial owners, the types of entities…
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In this episode, Zane Stevens discusses the importance of attending conferences, both in your niche and in the accounting industry. He highlights the benefits of networking, staying up to date with industry trends, professional development, knowledge sharing, exposure to new technology, career advancement, inspiration and motivation, and gaining a competitive advantage. Zane also shares his…
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As a small business owner, you’re always looking for ways to streamline operations, reduce costs, and stay ahead of the competition. One of the most effective strategies to achieve these goals is by adopting cloud-based financial management. This transformative approach to managing your finances offers numerous benefits that can significantly enhance your business operations. At…
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At Protea Financial, we are proud to work with many incredible people who are making exceptional wine! Their dedication to their craft is inspiring. We wish this were enough to build a successful wine business. But it is not! Currently, wine and alcoholic beverages, in general, are having a tough time. Between oversupply, congested markets,…
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