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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Mastering Wine Reconciliation: Best Practices for Wineries

Do you own or manage a winery? If so, you know that keeping track of your wine inventory and financial transactions can be a complex task. With bottles coming in and out of your cellar, sales happening both in-person and online, and various expenses to account for, it’s easy for things to get tangled up….
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Protea Weekly Podcast – Episode 5 – Surviving the Busy Period

**Apologies, the live stream just did not work, not sure what happen! Back live next week** In this episode, Zane Stevens shares his insights and tips for accountants and professionals to thrive during the busy season. He acknowledges the challenges and overwhelming nature of this period but emphasizes the importance of finding balance and enjoying…
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Protea Weekly Podcast – Episode 4 – 2024 Plans

In this episode, Zane Stevens, the founder of Protea Financial, reflects on the start of 2024 and shares his goals and plans for the year. He discusses the upcoming 10th anniversary of Protea Financial and the positive experiences he has had over the past 10 years. Zane also talks about the challenges and excitement of…
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Accounting Tips for Small Business Owners: How to Manage Your Cash Flow

Running a small business is an exhilarating journey filled with countless ups and downs. As a small business owner, you know that managing your finances effectively is crucial to keeping your operation running smoothly. One key aspect of financial management that often causes stress and uncertainty is cash flow. Cash flow refers to the movement…
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