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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A Decade of Growth and Insights: Reflecting on Protea Financials’ Journey

As we celebrate the 10th anniversary of Protea Financial, it’s a moment to pause and reflect on the remarkable journey we’ve embarked on. From modest beginnings, we’ve grown into a dependable ally for both businesses and individuals, a journey characterized by dedication, client focus, warmth, and consistency. In this special blog post, we celebrate our…
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Streamlined Billing: A Technology-Driven Approach for Small Businesses

Are you tired of spending hours on end sorting through invoices and chasing down payments for your small business? Streamlined billing could be the game-changer you’ve been searching for! In today’s fast-paced digital landscape, leveraging technology to streamline your billing processes is not just a luxury – it’s a necessity. Join the experts here at…
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Protea Weekly Podcast – Episode 15 – Return to Office?

In this episode of the Protea Weekly Podcast, Zane Stevens discusses the remote work setup of Protea Financial and the benefits it brings. He highlights the pushback on the return to the office, emphasizing the importance of working in a way that suits our lives. Zane shares his personal experience and the advantages of working…
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The Link between Income Statements and Balance Sheets in Wine Accounting

In wine accounting, understanding the relationship between income statements and balance sheets is crucial for evaluating the financial health of wineries. These two financial statements are interconnected and provide valuable insights into a winery’s performance and sustainability. Income statements, also known as profit and loss statements, reveal the revenue, expenses, and net income of a…
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Protea Weekly Podcast – Episode 14 – A Little Self-Indulgent

In this episode, Zane Stevens celebrates 10 years of Protea Financial and reflects on the journey of building the business. He expresses gratitude to the listeners and supporters of the podcast. Zane shares the story of how he and his wife moved to the United States and how Protea Financial was born. He highlights the…
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