In this episode of Prodea Weekly, Zane Stevens and Brendan Lane discuss the critical aspects of year-end planning for accountants and business owners. They emphasize the importance of client communication, understanding key deadlines, and preparing for tax compliance. The conversation also covers strategies for efficient document management, mental preparation for the busy season, and tools…
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In this episode, Zane Stevens discusses the importance of having the right accounting resources in place as businesses approach year-end. He emphasizes the need for specialized accounting services, particularly for wineries, and explores the costs associated with these services. Zane also highlights the potential consequences of not investing in good accounting, including financial mismanagement and…
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In the dynamic world of business, uncertainties are inevitable. Economic downturns, unexpected market shifts, or even natural disasters can disrupt even the most well-established companies. That’s why building a financial safety net is paramount for ensuring business resilience and weathering unforeseen challenges. At Protea Financial, we understand the unique financial vulnerabilities that businesses face. As…
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In this episode of Protea Weekly, Zane Stevens discusses the importance of timely tax filing and the responsibilities of business owners in managing their accounting. He emphasizes the need for business owners to evaluate their current accounting providers and seek out professionals who prioritize accuracy, communication, and technology. Zane provides actionable advice on what to…
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In the intricate world of financial management, accuracy is not just desirable – it’s essential. Every transaction, every entry, and every calculation contributes to the financial health and decision-making of a business. Yet, traditional bookkeeping, often reliant on manual data entry, has long been a breeding ground for errors. At Protea Financial, we understand the…
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In episode 40 of Protea Weekly Jay O’Neil of CTASafe breaks down all the regulations, rules and penalties around this legislation effecting small business owners! To determine if you are required to comply with mandatory reporting regulations, you need to meet a three-part test. Here’s a detailed look at each component of this test: Part…
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