In this episode, Zane Stevens discusses the challenges faced by business owners, particularly in the wine industry, and the impact of changing consumer behavior. He emphasizes the importance of managing cash flow and explores various debt and cash flow options available to businesses. The focus then shifts to lines of credit, explaining their benefits and…
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Mastering Wine Reconciliation: Best Practices for Wineries
Do you own or manage a winery? If so, you know that keeping track of your wine inventory and financial transactions can be a complex task. With bottles coming in and out of your cellar, sales happening both in-person and online, and various expenses to account for, it’s easy for things to get tangled up….
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Developing a Compelling & Inspiring Vision
Do you ever get frustrated because you spend so much time working IN your business, you feel like you never have enough time to work on your business? If you answer “yes”, you are not alone. As a business advisor to smaller manufacturers, wineries and services companies I hear this frustration frequently. You have so…
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Protea Weekly Podcast – Episode 5 – Surviving the Busy Period
**Apologies, the live stream just did not work, not sure what happen! Back live next week** In this episode, Zane Stevens shares his insights and tips for accountants and professionals to thrive during the busy season. He acknowledges the challenges and overwhelming nature of this period but emphasizes the importance of finding balance and enjoying…
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Reconciliation Challenges in the Wine Industry: How to Overcome Them
Are you a part of the vibrant and ever-evolving wine industry? If so, then you’re probably well aware of the unique challenges that come with reconciling finances in this dynamic field. From managing inventory to tracking sales and expenses, maintaining accurate financial records can be quite a balancing act. But fear not! Here at Protea…
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My Commercial Insurance Policy Is Being Cancelled …. Now What?
As a business or property owner, your commercial insurance in the past has been an item you have yet to have to think a lot about after it renews each year. This is now rapidly and, many times, frustratingly, changing. Many insurance carriers today are “re-underwriting” their entire book of business. You may end up…
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