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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California Redemption Value (CRV) New Labeling Requirements for Wineries
The California Redemption Value (CRV) program stands as a foundation of environmental stewardship and recycling initiatives within the state of California. Instituted under the California Beverage Container Recycling and Litter Reduction Act, this pioneering program requires consumers to pay a nominal deposit on certain beverage containers, which is then refunded upon returning the empty containers…
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Unlocking Business Potential: How Outsourced Bookkeepers Enhance Financial Clarity
Unlocking the full potential of your business starts with gaining a clear understanding of your finances. However, managing bookkeeping in-house can be overwhelming and time-consuming for many entrepreneurs. That’s where outsourced bookkeepers come in – offering expert financial clarity and support to help businesses thrive. Following along with the outsourced bookkeeping experts here at Protea…
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Protea Weekly – Episode 16 – Lessons for Success!
In this episode, Zane Stevens reflects on the 10-year journey of Protea Financial and shares seven key lessons he has learned along the way. These lessons include the power of finding a niche, prioritizing quality over quantity, embracing kindness, the importance of effective communication, building a strong team, networking, and continuously improving. Takeaways – Finding…
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