Protea Weekly Podcast – Episode 2 – Let’s Discuss Stress

In this episode, Zane Stevens discusses stress and anxiety and shares his strategies for dealing with them. He emphasizes the importance of creating a stress-free mindset and setting up a structured life. Zane also talks about the daily habits he follows to reduce stress and prepare for a busy month. He highlights the significance of…
Read More

Protea Weekly Podcast – Episode 1 – Welcome

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….
Read More

Thanksgiving Reflections: A Message of Gratitude from Protea Financial

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…
Read More

Effective Communication with Financial Professionals

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…
Read More

What Is a 1099 Form?

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…
Read More

Risk Management and Insurance

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…
Read More