Understanding the Full Benefits of QBO from the Financial Experts at Protea Financial

Are you looking to take your small business finances to the next level? Look no further than QuickBooks Online (QBO)! In today’s fast-paced digital world, having a streamlined financial process is crucial for success. Let Protea Financial guide you through the full benefits of QBO and show you how it can revolutionize your business operations….
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Protea Weekly – Episode 19 – Interacting on LinkedIn

Things got a little weird! In this episode, Zane Stevens discusses various topics he considered for the show, including the poor state of the economy, global pricing overruns, people overselling and underdelivering, lack of service delivery in the accounting industry, and the importance of effective communication. However, he decides to take a different approach and…
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Making Sense of Accrual and Cash Accounting Methods in Wine Industry

Are you a wine enthusiast looking to uncork the mysteries of accounting in the wine industry? Whether you’re a seasoned winemaker or just dipping your toes into the vineyard, understanding accrual and cash accounting methods is crucial for keeping your financial grapes in order. Join us as we unravel the complexities of these accounting techniques…
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Protea Weekly – Episode 18 – Tech updates

In this episode, Zane Stevens discusses the implementation of three new technologies at Protea Financial: Guru Reach Reporting, and Karbon Client Tasks. Guru is an internal intranet system that consolidates important company documents, training information, and standard operating procedures. Reach Reporting has improved the quality of management reporting to clients and increased client engagement. Karbon…
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Accrual vs. Cash Accounting: Understanding the Difference for Wineries

Are you a winery owner looking to uncork the mysteries of accounting practices? Understanding the difference between accrual and cash accounting is like comparing a bold red to a crisp white – each has its own unique flavor. Let Protea Financial be your sommelier in navigating these financial vineyards. Pour yourself a glass and let’s…
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Protea Weekly – Episode 17 – Is Ego getting in our way?

In this episode, Zane Stevens discusses the importance of continuously improving and the role of ego in hindering progress. He emphasizes the need for diversity of ideas in the accounting industry and encourages accountants to be open-minded and receptive to different opinions. Zane also highlights the importance of embracing different methodologies and approaches to running…
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