Bookkeeping is often the central character in the ballet of corporate finances. It’s the painstaking recordkeeping, classification and aggregation of financial transactions that make up the core of your business’s financial wellbeing. Yet, as your business grows and evolves, do we need to keep books in-house, or do we consider outsourcing? Here at Protea Financial, we understand…
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In this episode of Protea Weekly, we dive into the key takeaways from the recent Wine Industry Financial Symposium. While the event primarily focused on the wine industry, the lessons learned are universally applicable to businesses of all sizes. Let’s explore these five crucial insights that can help you elevate your business to new heights….
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A good budget is your financial map in the ever-changing business world where decisions, tactics, and success all depend on a good budget. But for most businesses, budgeting is an immense burden, an intricate series of spreadsheets and forecasts that get overlooked. At Protea Financial, we want budgeting to be an empowerment tool, not a burden. We…
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In this episode of Protea Weekly, Zane Stevens discusses the importance of preparing for year-end accounting, focusing on the critical roles of W9 and 1099 forms. He emphasizes the need for effective processes to ensure compliance and streamline the 1099 issuance process using technology. Zane shares insights on the challenges accountants and business owners face…
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The Intuit Connect 2024 conference provided a comprehensive look into the latest in accounting, bookkeeping, and technology. This year’s event had it all: an abundance of networking, practical advice, and some fresh approaches from industry leaders. Here’s an in-depth look at some key takeaways and memorable moments. Starting with General Reflections The conference opened with…
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Zane Stevens and Megan Nelms discuss their experiences at Intuit Connect, a conference focused on accounting and technology. They share insights on the differences from previous years, the importance of networking, and the various breakout sessions they attended. Megan highlights her goals for attending, including exploring new technologies and meeting industry partners. The conversation also…
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