In this episode, Zane Stevens discusses the importance of managing cash flow in a tough economy. He highlights the challenges faced by businesses, particularly in the luxury and alcohol beverage industries. Zane emphasizes the significance of accounts receivable as a tool to supplement cash flow and urges business owners to collect the money owed to…
Read More
Exploring the Two Primary Inventory Costing Approaches in the Wine Industry
The wine industry is not just about vineyards and vintages; it’s also a complex business that requires careful financial management to thrive. At the heart of this financial success lies an essential element: inventory costing. At Protea Financial, we want to explore the wine industry’s two primary inventory costing approaches, shedding light on their benefits and…
Read More
Budgeting for Managed Cybersecurity Services in 2024
Have you taken time to review your cybersecurity budget for 2024 yet? It is no longer optional. Going without managed cybersecurity services that fit your organization’s unique needs can increase risk, negatively impact your reputation, and result in major fines and other costs related to data breaches. Going Without Cybersecurity Strategies Can Impact Your…
Read More
Protea Weekly Podcast – Episode 8 – Consistency
In this episode, Zane Stevens emphasizes the importance of consistency in various aspects of life and business. He starts by discussing the busy month of January and the need for effective communication. Zane then explains how consistency builds trust and strengthens relationships. He highlights the role of consistency in achieving goals and developing self-discipline. Zane…
Read More
Time is Money: Streamlining Your Business Operations with Outsourced Bookkeeping
Are you tired of spending endless hours crunching numbers, organizing receipts, and struggling to keep up with your business’s financial records? Here at Protea Financial, we understand that running a successful business requires your undivided attention, and the last thing you want is to get bogged down by tedious bookkeeping tasks. Let’s explore the benefits…
Read More
Protea Weekly Podcast – Episode 7 – LOCs and Other Options – Featuring Rob Walker – SVB
We have a guest! Apologies about the technical difficulties at the beginning of the video but it was a great discussion! In this episode of Protea Weekly, Zane Stevens interviews Rob Walker from Silicon Valley Bank about lines of credit for wineries. The conversation starts with technical difficulties but eventually gets on track. They discuss…
Read More
