Accounting & Bookkeeping

Understanding the Financial Statements Every Business Needs
by Zane Stevens | Jun 1, 2023 | Business, Financial Services, Wine Industry
Every business owner learns a lot about business finances through trial and error. As a business owner, every financial...

Protea Conversations: The Protea Family
by Zane Stevens | May 30, 2023 | Business, Protea Conversations
Protea Financial was founded in 2014 to provide high-quality outsourced accounting at an affordable price. Given Protea’s...

Effective Professional Communication
by Wylie Warner | May 25, 2023 | Accounting, Business, Financial Services
You may have had an experience like I had recently. I went to see a medical specialist several weeks ago. While I am not...

Introduction to Business Finances
by Zane Stevens | May 18, 2023 | Business, Financial Services, Wine Industry
As a business owner, you know that finances are the lifeblood of your company. Without them, your operations would grind to...

Protea Conversations: Josh Sterling
by Josh Sterling, CLU®, AEP®, CLTC®, CCFS® | May 11, 2023 | Business, Protea Conversations
Protea Financial was founded in 2014 to provide high-quality outsourced accounting at an affordable price. Given Protea’s...

From Vine to Cash Value: Uncorking the Benefits of Cash Value Life Insurance for Wineries and Vineyards
by Josh Sterling, CLU®, AEP®, CLTC®, CCFS® | May 4, 2023 | Business, Financial Services, Wine Industry
As a partner and Wealth Strategist at Camas Advice, I dedicate much of my time to working with high-earners, high-net-worth...
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About Zane Stevens

Recent Posts
What Are 1099s?
by Zane Stevens | November 17, 2022 | Accounting, Bookkeeping, Business, Financial Services, Outsourced Accounting, Tax | 0 Comments
Tasks Your Winery Bookkeeper Can Offer
by Zane Stevens | April 26, 2022 | Bookkeeping, Outsourced Accounting, Wine Industry | 0 Comments
Is It the Right Time to Sell Your Business?
by ADAM WISKIND, CBI, BCA | April 21, 2022 | Bookkeeping, Business, Financial Services, Wine Industry | 0 Comments
Best Practices for Avoiding Wire Fraud in Your Small Business
by Zane Stevens | April 14, 2022 | Accounting, Bookkeeping, Business, Financial Services | 0 Comments
The Benefits of Using QuickBooks Online
by Zane Stevens | April 7, 2022 | Accounting, Bookkeeping, Bookkeeping Software, Business, Financial Services, Outsourced Accounting | 0 Comments
Five Things Your Alcohol Compliance Lawyer Wants You to Know
by Alicia Cronbach | March 31, 2022 | Bookkeeping, Business, Financial Services, Wine Industry | 0 Comments
Protea Conversations: Chelsea Kurnick
by Chelsea Kurnick | March 24, 2022 | Business, Financial Services, Protea Conversations | 0 Comments
What Should I Be Doing Weekly For Bookkeeping Tasks For My Business?
by Zane Stevens | March 10, 2022 | Accounting, Bookkeeping, Bookkeeping Software, Business, Financial Services, Outsourced Accounting | 0 Comments
Protea Conversations: Carter Welch
by Carter Welch | March 3, 2022 | Business, Financial Services, Protea Conversations | 0 Comments
Best Bookkeeping Software for Small Business
by Zane Stevens | February 24, 2022 | Accounting, Bookkeeping, Bookkeeping Software, Business, Financial Services, Outsourced Accounting | 0 Comments
Protea Conversations: Andrea Christensen
by Andrea Christensen | February 17, 2022 | Business, Financial Services, Protea Conversations | 0 Comments
Tips for Improving Your Accounts Receivable Process
by Zane Stevens | February 10, 2022 | Accounting, Bookkeeping, Business, Financial Services, Outsourced Accounting | 0 Comments
Major Differences Between Cash and Accrual Accounting
by Zane Stevens | February 3, 2022 | Accounting, Bookkeeping, Business, Financial Services, Outsourced Accounting | 0 Comments
Small Businesses, Sales Tax, and How One Mistake Could Close Your Business
by Zane Stevens | January 27, 2022 | Business, Financial Services, Tax | 0 Comments
Protea Conversations: John Comfort
by John Comfort | January 25, 2022 | Business, Financial Services, Protea Conversations | 0 Comments
Ten Critical Factors in Getting Your Business Off to a Fresh Start in 2022 (Part 3 of 3)
by Carter Welch | January 20, 2022 | Business, Financial Services | 0 Comments
Ten Critical Factors in Getting Your Business Off to a Fresh Start in 2022 (Part 2 of 3)
by Carter Welch | January 13, 2022 | Business, Financial Services | 0 Comments
2022: Resolve to Give Your Business a Fresh Start to Begin the Year (Part 1 of 3)
by Carter Welch | January 6, 2022 | Business, Financial Services | 0 Comments
Year End Wrap Up
by Zane Stevens | December 29, 2021 | Business | 0 Comments
Protea Conversations: Diana Maier
by Diana Maier | December 22, 2021 | Business, Financial Services, Protea Conversations | 0 Comments
CALIFORNIA – NEW EMPLOYMENT LAWS in 2022
by Diana Maier and Marta Manus | December 16, 2021 | Business, Financial Services | 0 Comments
Protecting Your Small Business from Cyber-attacks …and Developing a Stronger Approach to Cybersecurity in 2022
by John Comfort | December 9, 2021 | Accounting, Bookkeeping, Bookkeeping Software, Business, Outsourced Accounting, Wine Industry | 0 Comments
A Thankful Message from Protea Financial Director Zane Stevens
by Zane Stevens | November 24, 2021 | Business | 0 Comments
What is a W-2?
by Zane Stevens | November 18, 2021 | Accounting, Bookkeeping, Business, Financial Services, Outsourced Accounting, Tax | 0 Comments
Protea Conversations: Rae Paulson
by Rae Paulson | November 11, 2021 | Protea Conversations | 0 Comments
Advantages of a Virtual Bookkeeper Over a Physical Bookkeeper
by Zane Stevens | November 4, 2021 | Accounting, Bookkeeping, Business, Financial Services, Outsourced Accounting | 0 Comments
The Benefits of Hiring a Bookkeeper with QuickBooks Experience
by Zane Stevens | October 28, 2021 | Bookkeeping, Financial Services, Outsourced Accounting, Wine Industry | 0 Comments
Protea Conversations: Wilder Clements
by Wilder Clements | October 21, 2021 | Protea Conversations | 0 Comments
Options If You Want To Move Away From Paper Checks
by Zane Stevens | October 14, 2021 | Bookkeeping, Financial Services, Outsourced Accounting, Wine Industry | 0 Comments
What is Gross Margin and Why is it Important?
by Zane Stevens | October 7, 2021 | Bookkeeping, Outsourced Accounting, Wine Industry | 0 Comments
What Makes Wine Accounting Complicated?
by Zane Stevens | September 30, 2021 | Bookkeeping, Outsourced Accounting, Wine Industry | 0 Comments
Protea Conversations: Yuko Tsuchida
by Yuko Tsuchida | September 23, 2021 | Protea Conversations | 0 Comments
Cut Your Winery’s Operating Costs with a Winery Bookkeeper
by Zane Stevens | September 16, 2021 | Bookkeeping, Outsourced Accounting, Wine Industry | 0 Comments
Starting with a Budget Can Help New Wineries Succeed
by Zane Stevens | September 9, 2021 | Accounting, Bookkeeping, Financial Services, Wine Industry | 0 Comments
Don’t Let Accounting Problems Sour Your Wines: Avoiding Common Accounting Issues
by Zane Stevens | September 2, 2021 | Accounting, Business, Wine Industry | 0 Comments
Accounting Tips to Improve Your Knowledge
by Zane Stevens | August 26, 2021 | Accounting | 0 Comments
How Can Bill.Com Reduce Your Processing Time?
by Zane Stevens | August 19, 2021 | Accounting, Bookkeeping, Bookkeeping Software | 0 Comments
Protea Conversations: Carolyn Sweeney
by Carolyn Sweeney | August 12, 2021 | Protea Conversations | 0 Comments
Taking Care of Business: Hiring the Right Accounting Bookkeeping Service
by Zane Stevens | August 5, 2021 | Accounting, Bookkeeping, Outsourced Accounting | 0 Comments
Tips To Avoid A Cash Crunch: 3 Ideas For Cash Flow Management
by Zane Stevens | July 22, 2021 | Accounting, Bookkeeping, Business, Financial Services | 0 Comments
De-Risking a Business to Drive Enterprise Value
by Joe Orlando | July 15, 2021 | Business, Financial Services, Insurance | 0 Comments
Accounting Software: Control Your Finances With Confidence and Ease
by Zane Stevens | July 8, 2021 | Accounting, Bookkeeping, Bookkeeping Software | 0 Comments
Get a Full Picture of Your Business with Accrual Accounting
by Zane Stevens | July 1, 2021 | Accounting | 0 Comments
Outsourcing Accounting Services: Increase Your Bottom Line
by Zane Stevens | June 24, 2021 | Accounting, Outsourced Accounting | 0 Comments
Protea Conversations: Tracey Welch
by Tracey Welch | June 17, 2021 | Protea Conversations | 0 Comments
Property Insurance in the Wine Industry
by Zane Stevens | June 10, 2021 | Wine Industry | 0 Comments
How to understand your balance sheet: A beginner’s guide
by Zane Stevens | June 3, 2021 | Accounting, Bookkeeping, Business, Financial Services, Outsourced Accounting | 0 Comments
Protea Conversations: Alicia Cronbach
by Alicia Cronbach | May 27, 2021 | Protea Conversations | 0 Comments
Your Account Reconciliation is Now a Fun Activity
by Zane Stevens | May 20, 2021 | Accounting, Bookkeeping, Business, Financial Services | 0 Comments
QuickBooks Beginner Mistakes You Must Avoid
by Zane Stevens | May 13, 2021 | Bookkeeping, Bookkeeping Software | 0 Comments
Winery Adaptation
by Mark Evans | May 6, 2021 | Wine Industry | 0 Comments
Financial Forecasting 101
by Zane Stevens | April 29, 2021 | Accounting, Bookkeeping, Business, Financial Services, Outsourced Accounting | 0 Comments
Protea Conversations – Rachel Martin
by Rachel Martin | April 22, 2021 | Business, Wine Industry | 0 Comments
5 Financial Reports You Should be Running
by Zane Stevens | April 15, 2021 | Bookkeeping, Business, Financial Services | 0 Comments
Protea Conversations: April Gargiulo
by April Gargiulo | April 9, 2021 | Protea Conversations, Uncategorized | 0 Comments
7 thoughts for 7 years
by Zane Stevens | April 1, 2021 | Business | 0 Comments
The Basics of Financial Statements
by Zane Stevens | March 25, 2021 | Accounting, Bookkeeping, Business, Financial Services | 0 Comments
Protea Conversations: Destiny Burns
by Destiny Burns | March 18, 2021 | Accounting, Protea Conversations, Wine Industry | 0 Comments
5 Key Elements Influencing the Accounting and Finance Hiring Environment in 2021
by Carolyn Sweeney | March 11, 2021 | Accounting, Business, Financial Services | 0 Comments
Thank You From Protea Financial: This Is Just the Beginning
by Zane Stevens | March 1, 2021 | Business | 0 Comments
Protea Conversations: Nastassia Lopez
by Nastassia Lopez | February 25, 2021 | Outsourced Accounting, Protea Conversations | 0 Comments
Accrual Accounting vs. Cash Accounting – What’s the Difference?
by Zane Stevens | February 18, 2021 | Accounting | 0 Comments
The primary difference between these two is the timing of when transactions get recorded.
Why You Should Hire a Bookkeeper
by Zane Stevens | February 11, 2021 | Bookkeeping, Wine Industry | 0 Comments
Small Producers Tax Credits for Everyone!
by Alicia H. Cronbach | February 4, 2021 | Tax, Wine Industry | 0 Comments
Protea Conversations: Suzanne Briel
by Suzanne Briel | January 28, 2021 | Protea Conversations | 0 Comments
How to Calculate the Cost of Making Wine
by Zane Stevens | January 21, 2021 | Accounting, Outsourced Accounting, Wine Industry | 0 Comments
Financial Forecasting and Cash Flow Planning
by Zane Stevens | January 14, 2021 | Accounting, Bookkeeping, Financial Services, Outsourced Accounting | 0 Comments
The Property Insurance Marketplace for Wineries
by Chet Laws | January 7, 2021 | Wine Industry | 0 Comments
Businesses Need to Do These Four Things Before 2021
by Zane Stevens | December 14, 2020 | Business, Financial Services | 0 Comments
How to Grow Your Business Through Accounting Outsourcing
by Zane Stevens | November 19, 2020 | Accounting, Business, Outsourced Accounting | 0 Comments
Bookkeeping Basics for Small Business – Why Bookkeeping Matters
by Zane Stevens | October 28, 2020 | Bookkeeping, Business | 0 Comments
Understanding the Financial Statements Every Business Needs
by Zane Stevens | June 1, 2023 | Business, Financial Services, Wine Industry | 0 Comments
Protea Conversations: The Protea Family
by Zane Stevens | May 30, 2023 | Business, Protea Conversations | 0 Comments
Effective Professional Communication
by Wylie Warner | May 25, 2023 | Accounting, Business, Financial Services | 0 Comments
Introduction to Business Finances
by Zane Stevens | May 18, 2023 | Business, Financial Services, Wine Industry | 0 Comments
Protea Conversations: Josh Sterling
by Josh Sterling, CLU®, AEP®, CLTC®, CCFS® | May 11, 2023 | Business, Protea Conversations | 0 Comments
From Vine to Cash Value: Uncorking the Benefits of Cash Value Life Insurance for Wineries and Vineyards
by Josh Sterling, CLU®, AEP®, CLTC®, CCFS® | May 4, 2023 | Business, Financial Services, Wine Industry | 0 Comments
Top 9 Accounting Tips for Small Business Owners
by Zane Stevens | April 27, 2023 | Business, Financial Services, Wine Industry | 0 Comments
Wineries Experience Major Benefits From Cost Segregation
by Geraldine Serrano and Kevin Miller | April 20, 2023 | Business, Financial Services, Wine Industry | 0 Comments
Protea Conversations: Tracy Baron Garcia
by Tracy Baron Garcia | April 13, 2023 | Business, Protea Conversations | 0 Comments

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Why Protea:
Protea’s goal is to provide, at costs below the market average, timely, accurate, and high-quality financial information on which a business can act.