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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Time is an entrepreneur’s most precious resource. As a business owner, you’re constantly juggling multiple responsibilities, from managing operations and strategizing for growth to nurturing customer relationships and overseeing finances. But what if we told you that you could reclaim valuable time, freeing yourself from the minutiae of bookkeeping and allowing you to focus on…
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In this conversation, Zane Stevens discusses his experiences at the Intuit Connect 2024 conference and emphasizes the importance of niching in the accounting industry. He shares insights on how focusing on a specific market, particularly the wine industry, has allowed his firm, Protea Financial, to build expertise, improve operational efficiency, and foster trust with clients….
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As the last grapes are pressed and the aroma of fermentation fades, wineries enter a crucial period: year-end. This is the time to shift focus from the vineyard to the ledger, ensuring your financial records are in order and setting the stage for a prosperous year to come. At Protea Financial, we understand that year-end…
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In this episode of Protea Weekly, Zane Stevens discusses the importance of accounting qualifications and the diverse career paths available within the field. He shares insights from his personal journey, emphasizing the value of mentorship and the need to market accounting careers effectively to attract new talent. Zane encourages young people to consider accounting as…
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As the year draws to a close and the vines enter their dormant season, wineries face a unique set of challenges and opportunities. It’s a time for reflection, analysis, and strategic planning to maximize year-end revenue and set the stage for a successful year ahead. At the heart of this planning lies the crucial task…
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