Time is Money: Streamlining Your Business Operations with Outsourced Bookkeeping

Are you tired of spending endless hours crunching numbers, organizing receipts, and struggling to keep up with your business’s financial records? Here at Protea Financial, we understand that running a successful business requires your undivided attention, and the last thing you want is to get bogged down by tedious bookkeeping tasks. Let’s explore the benefits…
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Protea Weekly Podcast – Episode 7 – LOCs and Other Options – Featuring Rob Walker – SVB

We have a guest! Apologies about the technical difficulties at the beginning of the video but it was a great discussion! In this episode of Protea Weekly, Zane Stevens interviews Rob Walker from Silicon Valley Bank about lines of credit for wineries. The conversation starts with technical difficulties but eventually gets on track. They discuss…
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Cutting Costs without Cutting Corners with Tech-Driven Accounting Software

Are you tired of drowning in paperwork and struggling to keep up with your company’s finances? It’s time to cut costs by harnessing the power of tech-driven accounting software benefits. Here at Protea Financial, we understand the challenges of manual management, and we’re here to help you find the perfect solution for your business. Say goodbye…
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Protea Weekly Podcast – Episode 6 – What is a Line of Credit?

In this episode, Zane Stevens discusses the challenges faced by business owners, particularly in the wine industry, and the impact of changing consumer behavior. He emphasizes the importance of managing cash flow and explores various debt and cash flow options available to businesses. The focus then shifts to lines of credit, explaining their benefits and…
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