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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In this episode, Zane Stevens discusses the importance of attending industry-specific conferences. He shares his personal experience attending wine industry conferences and explains how it has helped him become a better advisor to his clients. Zane highlights the benefits of gaining industry-specific knowledge, networking with professionals in the field, and discovering new business opportunities. He…
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The monthly closing process is more than just a routine accounting task. It’s an opportunity to evaluate your business’s performance and uncover new growth opportunities. By effectively reviewing and analyzing your monthly financials, you can make informed decisions that drive success. The bookkeeping experts here at Protea Financial want to guide you through a comprehensive…
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In this episode, Zane Stevens discusses the importance of continuous learning and improvement, emphasizing the need for open-mindedness and willingness to change. He shares insights from the performance appraisal process at Protea and highlights the significance of personal development and adaptation in a changing world. Takeaways – Continuous learning and improvement are essential for personal…
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The monthly closing process is crucial for wine businesses, serving as a cornerstone for financial accuracy and operational efficiency. However, it comes with its fair share of challenges. From managing inventory to ensuring compliance with regulations, wine businesses often find themselves navigating a complex landscape. Here at Protea Financial, we want to explore these common…
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