Bookkeeping

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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Mastering Data Management for Winery Businesses: Tips for Compiling Business Data

In the intricate world of winemaking, where artistry intertwines with agriculture and business, data isn’t just a buzzword—it’s the lifeblood of sustainable growth. We, at Protea Financial, understand the unique challenges faced by winery businesses when it comes to managing data. That’s why we aim to help you navigate the complexities and harness the power…
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Accelerating Innovation with R&D Tax Credits

Businesses must constantly seek ways to drive innovation and reduce costs, and this is especially true across the agriculture industry. One powerful yet often overlooked tool is the Research and Development (R&D) tax credit. Designed to foster innovation and support research investment, R&D tax credits offer significant financial relief by reducing both federal and state…
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Generating and Preparing W9s and 1099s in 2024

Navigating the intricate world of tax forms can be overwhelming. At Protea Financial, we understand the importance of accuracy and timely filing, especially when it comes to generating and preparing W9s and 1099s. Let’s take a moment to explore these essential tax documents and how to handle them effectively. Understanding W9s: The Foundation of Tax…
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Understand Your Finances: How Outsourced Bookkeepers Will Help You Educate and Empower Yourself

The most often-quoted statement in business is that managing one’s finances is the critical part of running a business. However, it could turn into one of the most complicated and overwhelming tasks if you weren’t experienced in financial matters.  Knowing your finances is much more than just keeping receipts and counting the money coming in…
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