As a partner and Wealth Strategist at Camas Advice, I dedicate much of my time to working with high-earners, high-net-worth individuals, and business owners. I’ve found that in the dynamic business world, smart owners keep an eye on fresh and creative strategies to ensure their growth and success continue. Many tactics are well-known, but there’s…
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Top 9 Accounting Tips for Small Business Owners
Are you a small business owner struggling to keep your finances in order? Look no further! Protea Financial has compiled the top 9 accounting tips for small business owners. With our expertise, you can stay organized and make informed decisions about your company’s financial future. From tracking expenses to managing cash flow, we’ve got you…
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Wineries Experience Major Benefits From Cost Segregation
With the increased popularity of wineries, advancements lead to more tax savings. Vineyards and wineries have been in existence for thousands of years. Recently, however, they have become more than a center for manufacturing – they have transitioned into a destination for entertainment and tourism. People travel to a location specifically for wine, they host…
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Protea Conversations: Tracy Baron Garcia
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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Excess Inventory, Now What?
Excess inventory is a fact of life in the wine business. The world can change dramatically in the year or two between planning production and going to market with a wine. As winery ourselves, we had to figure out how to sell excess inventory without damaging our long-term prospects for success. Recently, we have worked…
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Setting You and Your Employees Up for Greater Financial Success
The regulators taking over Silicon Valley Bank and the speed at which it happened shocked many of us. As employers navigate the ongoing volatility and uncertainty in the markets – businesses can take measures to: Increase their liquidity. Diversify their service providers and suppliers. Protect their systems/data. Put risk management and insurance protection in place…
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