In this episode of Protea Weekly, we dive into the key takeaways from the recent Wine Industry Financial Symposium. While the event primarily focused on the wine industry, the lessons learned are universally applicable to businesses of all sizes. Let’s explore these five crucial insights that can help you elevate your business to new heights….
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Grow Your Client List and Retain Loyal Customers with Vacations by Andrea
As a winery, you’re not just selling a product; you’re selling an experience. The unique flavors, the rich history, and the craftsmanship behind every bottle of wine can evoke emotions and create lasting memories for your customers. But in today’s competitive wine industry, fostering deep connections with your clients goes beyond just offering great wine….
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Budgeting for Success: How Outsourced Bookkeeping Can Shape Your Financial Future
A good budget is your financial map in the ever-changing business world where decisions, tactics, and success all depend on a good budget. But for most businesses, budgeting is an immense burden, an intricate series of spreadsheets and forecasts that get overlooked. At Protea Financial, we want budgeting to be an empowerment tool, not a burden. We…
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Protea Weekly – Episode 49 – What is a W9? What is a 1099?
In this episode of Protea Weekly, Zane Stevens discusses the importance of preparing for year-end accounting, focusing on the critical roles of W9 and 1099 forms. He emphasizes the need for effective processes to ensure compliance and streamline the 1099 issuance process using technology. Zane shares insights on the challenges accountants and business owners face…
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Highlights from Intuit Connect 2024: Networking, Insights, & Emerging Trends
The Intuit Connect 2024 conference provided a comprehensive look into the latest in accounting, bookkeeping, and technology. This year’s event had it all: an abundance of networking, practical advice, and some fresh approaches from industry leaders. Here’s an in-depth look at some key takeaways and memorable moments. Starting with General Reflections The conference opened with…
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Protea Weekly – Episode 48 – Intuit Connect Recap
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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