In the first episode of Protea Weekly, Zane Stevens introduces the show and its purpose, which is to share insights and information about accounting and the wine industry. He emphasizes the importance of service delivery in the accounting space and the need for accountants to go beyond transactional work and build deep relationships with clients….
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2024 Changes to California Employment Law
It’s that time of year again for employers to revisit their policies and employee handbooks to address important changes in California employment law that go into effect on January 1, 2024 or later in the year. Several new employment laws go into effect at the turn of the year: from changes in Paid Sick Leave…
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Protea Conversations: Jeanne Browne
Protea Financial was founded in 2014 to provide high-quality outsourced accounting at an affordable price. Given Protea’s flexible work environment, the Company especially appealed to accountants who wanted to re-enter the workforce after taking time off to start a family. This allowed Protea to attract extremely talented individuals who were previously overlooked. Protea strives to…
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Thanksgiving Reflections: A Message of Gratitude from Protea Financial
As Thanksgiving approaches, it’s a time to pause and reflect, a moment to express our heartfelt gratitude and appreciation. Here at Protea Financial, often referred to lovingly as the Protea family, we are embracing this season of thankfulness with open arms. To Our Exceptional Team: Firstly, to our incredible team: your fortitude, diligence, and unwavering…
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Effective Communication with Financial Professionals
Picture this: You’re running a successful business with ambitious goals and big dreams. But amidst the hustle and bustle of daily operations, one crucial aspect often gets overlooked – effective communication with your financial professionals. It’s time to break down those barriers and start speaking clearly and often about what you need from your financial…
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What Is a 1099 Form?
Tax season is quickly approaching us once again, and for freelancers, independent contractors, and self-employed individuals – plus the business owners who hire them, that means it’s time to familiarize ourselves with various tax forms. One such form that often raises questions is the infamous 1099 form. These questions, and more, are common to hear…
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