In the first episode of Protea Weekly, Zane Stevens introduces the show and its purpose, which is to share insights and information about accounting and the wine industry. He emphasizes the importance of service delivery in the accounting space and the need for accountants to go beyond transactional work and build deep relationships with clients….
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As Thanksgiving approaches, it’s a time to pause and reflect, a moment to express our heartfelt gratitude and appreciation. Here at Protea Financial, often referred to lovingly as the Protea family, we are embracing this season of thankfulness with open arms. To Our Exceptional Team: Firstly, to our incredible team: your fortitude, diligence, and unwavering…
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Picture this: You’re running a successful business with ambitious goals and big dreams. But amidst the hustle and bustle of daily operations, one crucial aspect often gets overlooked – effective communication with your financial professionals. It’s time to break down those barriers and start speaking clearly and often about what you need from your financial…
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Tax season is quickly approaching us once again, and for freelancers, independent contractors, and self-employed individuals – plus the business owners who hire them, that means it’s time to familiarize ourselves with various tax forms. One such form that often raises questions is the infamous 1099 form. These questions, and more, are common to hear…
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Running a successful business comes with its fair share of uncertainties and potential risks. That’s why it’s crucial to have the right strategies in place to protect your hard work and investments. Here is an overview of some of the essentials of risk management and insurance, along with an explanation of why they are vital…
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Tax planning and compliance may not be the most exciting part of running a business, but it is absolutely crucial for your financial success. Properly managing your financial paperwork and staying in compliance with tax regulations can save you time, money, and headaches down the line. The bookkeeping professionals at Protea Financial can help you by ensuring…
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