In the final episode of Protea Weekly, Zane Stevens reflects on his year-long journey of consistent engagement with his audience. He discusses the mixed results of the podcast from a marketing perspective but emphasizes the personal growth and insights gained throughout the process. Zane expresses gratitude for the support received and outlines future directions for…
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The Importance of Communication for Wine Industry Accountants
In the multifaceted world of the wine industry, accountants play a crucial role that goes beyond the traditional confines of number-crunching and ledger management. Accountants who specialize in the wine industry must understand not only the intricacies of financial data but also the nuances of an industry steeped in tradition, terroir, and artisanal craftsmanship. At…
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Celebrating Gratitude and Growth at Protea Financial
“Thankfulness is the beginning of gratitude. Gratitude is the completion of thankfulness. Thankfulness may consist merely of words. Gratitude is shown in acts.” – Henri-Frédéric Amiel November is a month dedicated to gratitude, and as I reflect on what I’m thankful for, it’s important to recognize the incredible people who make a difference in my…
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Understanding the Cost-Benefit of Outsourced Bookkeeping
Bookkeeping is often the central character in the ballet of corporate finances. It’s the painstaking recordkeeping, classification and aggregation of financial transactions that make up the core of your business’s financial wellbeing. Yet, as your business grows and evolves, do we need to keep books in-house, or do we consider outsourcing? Here at Protea Financial, we understand…
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Protea Weekly – Episode 50 – 5 Tips For Business Success
In this episode of Protea Weekly, we dive into the key takeaways from the recent Wine Industry Financial Symposium. While the event primarily focused on the wine industry, the lessons learned are universally applicable to businesses of all sizes. Let’s explore these five crucial insights that can help you elevate your business to new heights….
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Grow Your Client List and Retain Loyal Customers with Vacations by Andrea
As a winery, you’re not just selling a product; you’re selling an experience. The unique flavors, the rich history, and the craftsmanship behind every bottle of wine can evoke emotions and create lasting memories for your customers. But in today’s competitive wine industry, fostering deep connections with your clients goes beyond just offering great wine….
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