As we approach the final stretch of 2024, it feels like the right moment to hit pause and celebrate the journey we’ve been on this year. From unexpected challenges to exciting milestones, every twist and turn has shaped who we are today. With this being my final blog post of the year, I wanted to…
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The world of winemaking is a delicate dance between art and science, passion and business acumen. While crafting exquisite wines is an art form, managing the financial side of your winery requires a strategic and disciplined approach. At the heart of this lies the crucial process of setting budgetary targets. At Protea Financial, we understand…
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The Intuit Connect 2024 conference provided a comprehensive look into the latest in accounting, bookkeeping, and technology. This year’s event had it all: an abundance of networking, practical advice, and some fresh approaches from industry leaders. Here’s an in-depth look at some key takeaways and memorable moments. Starting with General Reflections The conference opened with…
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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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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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As a winery owner, understanding and managing your costs is crucial to maintaining profitability and ensuring long-term success. One of the most important financial metrics you need to master is the Cost of Goods Sold (COGS). Especially during harvest season, when expenses can skyrocket, having a clear grasp of COGS can make a significant difference…
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