Protea Weekly – Episode 23 – Tax and bookkeeping should not mix!!!

In this episode, Zane Stevens discusses the benefits and drawbacks of using a tax provider for bookkeeping services. He explores the potential benefits, such as streamlined communication, consistent understanding of financials, convenience, integrated services, and cost savings. However, he also highlights the potential conflicts of interest, lack of specialization, reduced checks and balances, dependency and…
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Profit and Loss Forecasting for Wineries: Techniques and Best Practices

Forecasting profit and loss is a crucial skill for managing any business, and wineries are no exception. Effective forecasting can help you navigate the unique challenges of the wine industry, from seasonal variations in production to fluctuating market demand.  By mastering the techniques and best practices of profit and loss forecasting, you can ensure your…
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Understanding the Basics of Profit and Loss in Wine Accounting

Managing a winery involves passion and precision, much like the art of winemaking itself. Whether you’re a seasoned vintner or new to the industry, understanding the financial underpinnings of your business is crucial. One of the fundamental aspects of this is grasping how profit and loss (P&L) work specifically within the wine industry. Dive into…
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Protea Weekly – Episode 21 – Let’s talk communication

In this episode, Zane Stevens discusses the importance of communication in the service delivery and wine industry. He explores how to improve communication both internally within teams and externally with clients. Zane highlights the need for effective communication to ensure that everyone is on the same page and understands each other. He also mentions the…
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