Protea Weekly – Episode 37 – What is a CFO?

In this episode, Zane Stevens discusses the difference between a CFO and a controller and why Protea Financial does not offer fractional CFO services. He emphasizes the importance of bookkeeping as the foundation of good accounting services and highlights the services Protea Financial offers up to the CFO level. Zane explains that a CFO is…
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Understand Your Finances: How Outsourced Bookkeepers Will Help You Educate and Empower Yourself

The most often-quoted statement in business is that managing one’s finances is the critical part of running a business. However, it could turn into one of the most complicated and overwhelming tasks if you weren’t experienced in financial matters.  Knowing your finances is much more than just keeping receipts and counting the money coming in…
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Harvest Season Wrap-Up: Financial Reporting and Analysis for Wineries

Throughout harvest season, your focus is on your products. However, when it winds down, it is time to shift your focus from the vineyard to your financial books. The end of harvest is not just a moment to breathe a sigh of relief; it’s an opportunity to evaluate your winery’s performance, assess your financial health,…
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Protea Weekly – Episode 36 – Building Resilience

In this episode of Protea Weekly, Zane Stevens discusses the importance of building resilience in the face of challenges. He emphasizes the need to share knowledge, speak up when struggling, and embrace the rule of thirds in business. Zane provides tips for building resilience, including staying flexible, developing coping strategies, maintaining a support network, focusing…
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Protea Weekly – Episode 35 – Strategies for Bad Days

In this episode, Zane Stevens shares updates on his personal life and busy season as a soccer coach. He then discusses a social media post by Kim Carpe about the rule of thirds in work. Zane emphasizes the importance of recognizing that work will have good, okay, and bad days, and provides strategies for each….
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Cost of Goods Sold (COGS) Analysis for Wineries: Harvest Edition

As a winery owner, understanding and managing your costs is crucial to maintaining profitability and ensuring long-term success. One of the most important financial metrics you need to master is the Cost of Goods Sold (COGS).  Especially during harvest season, when expenses can skyrocket, having a clear grasp of COGS can make a significant difference…
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