Grow Your Client List and Retain Loyal Customers with Vacations by Andrea

As a winery, you’re not just selling a product; you’re selling an experience. The unique flavors, the rich history, and the craftsmanship behind every bottle of wine can evoke emotions and create lasting memories for your customers. But in today’s competitive wine industry, fostering deep connections with your clients goes beyond just offering great wine….
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Budgeting for Success: How Outsourced Bookkeeping Can Shape Your Financial Future

A good budget is your financial map in the ever-changing business world where decisions, tactics, and success all depend on a good budget. But for most businesses, budgeting is an immense burden, an intricate series of spreadsheets and forecasts that get overlooked.  At Protea Financial, we want budgeting to be an empowerment tool, not a burden. We…
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Protea Weekly – Episode 49 – What is a W9? What is a 1099?

In this episode of Protea Weekly, Zane Stevens discusses the importance of preparing for year-end accounting, focusing on the critical roles of W9 and 1099 forms. He emphasizes the need for effective processes to ensure compliance and streamline the 1099 issuance process using technology. Zane shares insights on the challenges accountants and business owners face…
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Protea Weekly – Episode 48 – Intuit Connect Recap

Zane Stevens and Megan Nelms discuss their experiences at Intuit Connect, a conference focused on accounting and technology. They share insights on the differences from previous years, the importance of networking, and the various breakout sessions they attended. Megan highlights her goals for attending, including exploring new technologies and meeting industry partners. The conversation also…
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How Advanced Bookkeeping Tools Can Free Up Your Time

Time is an entrepreneur’s most precious resource. As a business owner, you’re constantly juggling multiple responsibilities, from managing operations and strategizing for growth to nurturing customer relationships and overseeing finances. But what if we told you that you could reclaim valuable time, freeing yourself from the minutiae of bookkeeping and allowing you to focus on…
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