Thanksgiving Reflections: A Message of Gratitude from Protea Financial

As Thanksgiving approaches, it’s a time to pause and reflect, a moment to express our heartfelt gratitude and appreciation. Here at Protea Financial, often referred to lovingly as the Protea family, we are embracing this season of thankfulness with open arms. To Our Exceptional Team: Firstly, to our incredible team: your fortitude, diligence, and unwavering…
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Effective Communication with Financial Professionals

Picture this: You’re running a successful business with ambitious goals and big dreams. But amidst the hustle and bustle of daily operations, one crucial aspect often gets overlooked – effective communication with your financial professionals. It’s time to break down those barriers and start speaking clearly and often about what you need from your financial…
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Risk Management and Insurance

Running a successful business comes with its fair share of uncertainties and potential risks. That’s why it’s crucial to have the right strategies in place to protect your hard work and investments. Here is an overview of some of the essentials of risk management and insurance, along with an explanation of why they are vital…
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Seven Ways to Increase Your Cybersecurity Awareness

October is Cybersecurity Awareness Month when we focus on safeguarding our digital assets and learning about the ever-evolving threats in the cyber world. As a small business owner, you may think your company is too insignificant to be a target, but that’s far from the truth. In recent years, small and medium-sized businesses have risen…
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Tax Planning and Compliance for Businesses

Tax planning and compliance may not be the most exciting part of running a business, but it is absolutely crucial for your financial success. Properly managing your financial paperwork and staying in compliance with tax regulations can save you time, money, and headaches down the line. The bookkeeping professionals at Protea Financial can help you by ensuring…
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