Running a business is no easy feat. It’s a whirlwind of managing operations, chasing invoices, and strategizing for the future. In the midst of this chaos, it’s easy to let communication with your financial professionals slip down the priority list. But trust us, clear and consistent communication with your financial team is crucial for safeguarding…
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How Accountants Can Prepare for a Successful Year-End Close
As the final quarter of 2024 kicks into gear, accountants everywhere know that the busiest time of the year is just around the corner. Year-end is the most critical period for businesses and their financial professionals, packed with deadlines, compliance requirements, and additional workload. But with some planning and preparation, year-end can be manageable. In…
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Risk Management and Insurance: Safeguarding Your Business’s Future
In the unpredictable world of business, risks lurk around every corner. From natural disasters and economic downturns to cyberattacks and supply chain disruptions, the potential threats to your company’s stability are numerous. As a business owner, it’s not a matter of if you’ll encounter risks, but when. That’s where risk management and insurance come into…
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Protea Weekly – Episode 43 – Are we really into Q4 2024???
In this episode of Prodea Weekly, Zane Stevens and Brendan Lane discuss the critical aspects of year-end planning for accountants and business owners. They emphasize the importance of client communication, understanding key deadlines, and preparing for tax compliance. The conversation also covers strategies for efficient document management, mental preparation for the busy season, and tools…
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Protea Weekly – Episode 42 – The cost of good accounting
In this episode, Zane Stevens discusses the importance of having the right accounting resources in place as businesses approach year-end. He emphasizes the need for specialized accounting services, particularly for wineries, and explores the costs associated with these services. Zane also highlights the potential consequences of not investing in good accounting, including financial mismanagement and…
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Building a Financial Safety Net: Tips from Outsourced Bookkeeping Professionals
In the dynamic world of business, uncertainties are inevitable. Economic downturns, unexpected market shifts, or even natural disasters can disrupt even the most well-established companies. That’s why building a financial safety net is paramount for ensuring business resilience and weathering unforeseen challenges. At Protea Financial, we understand the unique financial vulnerabilities that businesses face. As…
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