In this conversation, Zane Stevens discusses his experiences at the Intuit Connect 2024 conference and emphasizes the importance of niching in the accounting industry. He shares insights on how focusing on a specific market, particularly the wine industry, has allowed his firm, Protea Financial, to build expertise, improve operational efficiency, and foster trust with clients….
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Year-End Accounting Checklist for Wineries: Essential Steps for Financial Success
As the last grapes are pressed and the aroma of fermentation fades, wineries enter a crucial period: year-end. This is the time to shift focus from the vineyard to the ledger, ensuring your financial records are in order and setting the stage for a prosperous year to come. At Protea Financial, we understand that year-end…
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Protea Weekly – Episode 46 – What does an accounting career look like?
In this episode of Protea Weekly, Zane Stevens discusses the importance of accounting qualifications and the diverse career paths available within the field. He shares insights from his personal journey, emphasizing the value of mentorship and the need to market accounting careers effectively to attract new talent. Zane encourages young people to consider accounting as…
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Optimizing Pricing Strategies: Year-End Revenue Management for Wineries
As the year draws to a close and the vines enter their dormant season, wineries face a unique set of challenges and opportunities. It’s a time for reflection, analysis, and strategic planning to maximize year-end revenue and set the stage for a successful year ahead. At the heart of this planning lies the crucial task…
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Protea Weekly – Episode 44 – Hey business owner, lets get ready for 2025!
In this episode of Protea Weekly, Zane Stevens discusses the critical importance of planning for Q4 and the upcoming year-end close for small business owners. He emphasizes the need for strategic planning to ensure success in 2025, the value of building a supportive team, and the necessity of engaging with financial partners such as accountants…
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Why Work with a QBO Elite Provisor?
In today’s fast-paced business environment, choosing the right accounting solution is crucial for efficiency and success. QuickBooks Online (QBO) is already a trusted platform for countless businesses, but working with a QBO Elite Provisor can take your financial management to the next level. We’ll explain what it means to work with a QBO Elite Provisor, the…
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