In this episode, Zane Stevens discusses the importance of attending conferences, both in your niche and in the accounting industry. He highlights the benefits of networking, staying up to date with industry trends, professional development, knowledge sharing, exposure to new technology, career advancement, inspiration and motivation, and gaining a competitive advantage. Zane also shares his…
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Why Cloud-Based Financial Management is the Future for Small Businesses
As a small business owner, you’re always looking for ways to streamline operations, reduce costs, and stay ahead of the competition. One of the most effective strategies to achieve these goals is by adopting cloud-based financial management. This transformative approach to managing your finances offers numerous benefits that can significantly enhance your business operations. At…
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How Do We Increase Sales? A Collaborative Guide for Wineries
At Protea Financial, we are proud to work with many incredible people who are making exceptional wine! Their dedication to their craft is inspiring. We wish this were enough to build a successful wine business. But it is not! Currently, wine and alcoholic beverages, in general, are having a tough time. Between oversupply, congested markets,…
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Protea Weekly – Episode 27 – Should I Conference? – Part 1 – In my Niche
In this episode, Zane Stevens discusses the importance of attending industry-specific conferences. He shares his personal experience attending wine industry conferences and explains how it has helped him become a better advisor to his clients. Zane highlights the benefits of gaining industry-specific knowledge, networking with professionals in the field, and discovering new business opportunities. He…
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Monthly Closing Review and Analysis: Evaluating Performance and Identifying Opportunities
The monthly closing process is more than just a routine accounting task. It’s an opportunity to evaluate your business’s performance and uncover new growth opportunities. By effectively reviewing and analyzing your monthly financials, you can make informed decisions that drive success. The bookkeeping experts here at Protea Financial want to guide you through a comprehensive…
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A professional Fiduciary – Do you need one?
You need a professional fiduciary if you have an estate plan. A compilation of statistical resources reveal that anywhere between 66-80% of Americans do not have an estate plan. Besides our natural denial that we are mortal, other reasons can cause procrastination in setting up our formalized plans. Without an estate plan, specifically a living…
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