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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Protea Weekly Podcast – Episode 4 – 2024 Plans
In this episode, Zane Stevens, the founder of Protea Financial, reflects on the start of 2024 and shares his goals and plans for the year. He discusses the upcoming 10th anniversary of Protea Financial and the positive experiences he has had over the past 10 years. Zane also talks about the challenges and excitement of…
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Accounting Tips for Small Business Owners: How to Manage Your Cash Flow
Running a small business is an exhilarating journey filled with countless ups and downs. As a small business owner, you know that managing your finances effectively is crucial to keeping your operation running smoothly. One key aspect of financial management that often causes stress and uncertainty is cash flow. Cash flow refers to the movement…
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Protea Weekly Podcast – Episode 3 – Goal Setting
In this episode, Zane Stevens reflects on the past year and sets goals for 2024. He emphasizes the importance of goal setting over New Year’s resolutions and shares his process for creating SMART goals. Zane also discusses the need to improve communication within his team and his goal of making Protea Financial more sustainable. He…
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Year-End Round-Up 2023
Can you believe it’s already time to say goodbye to this year? Time sure flies! 2023 has come to an end, and though it has had its challenges locally and globally, it has still been a year full of promise and success. As we’re gearing up to welcome the new year, we are giving a…
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