In today’s digital age, where data is the lifeblood of business, security is no longer an afterthought – it’s a necessity. This is especially true for bookkeeping, where sensitive financial information flows through intricate digital networks, vulnerable to cyber threats and data breaches. As businesses increasingly rely on cloud-based accounting systems and digital payment platforms,…
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The wine industry, a captivating blend of tradition, artistry, and business acumen, is constantly evolving. From vineyard to bottle, and from consumer preferences to global markets, the forces that shape this dynamic industry are in constant flux. To thrive in this ever-changing landscape, wineries need a keen understanding of the financial trends that influence their…
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In this episode of Protea Weekly, Zane Stevens and Lauren Peters discuss the technology and tools that drive efficiency at Protea Financial. They explore a typical day at the firm, emphasizing the importance of time tracking, practice management software like Karbon, and client management systems. The conversation also highlights performance management through 15Five and knowledge…
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In this episode of Protea Weekly, Zane Stevens discusses the importance of hiring an accountant for small business owners, particularly in the wine industry. He emphasizes the need for good information and processes to ensure accurate financial data. Zane shares seven key tips for choosing the right accountant, including the importance of industry expertise, technology…
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The world of winemaking is a delicate dance between art and science, passion and business acumen. While crafting exquisite wines is an art form, managing the financial side of your winery requires a strategic and disciplined approach. At the heart of this lies the crucial process of setting budgetary targets. At Protea Financial, we understand…
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Expense management. These are two words that can make even the most seasoned entrepreneur cringe. Tracking receipts, categorizing expenses, and reconciling the balances can be an endless chore and waste of time and energy. But what if we could show you that expenses could be automated, streamlined, even… dare we say… enjoyable? We at Protea Financial are passionate…
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