Do you own or manage a winery? If so, you know that keeping track of your wine inventory and financial transactions can be a complex task. With bottles coming in and out of your cellar, sales happening both in-person and online, and various expenses to account for, it’s easy for things to get tangled up….
Read More
Are you a part of the vibrant and ever-evolving wine industry? If so, then you’re probably well aware of the unique challenges that come with reconciling finances in this dynamic field. From managing inventory to tracking sales and expenses, maintaining accurate financial records can be quite a balancing act. But fear not! Here at Protea…
Read More
Can you believe it’s already time to say goodbye to this year? Time sure flies! 2023 has come to an end, and though it has had its challenges locally and globally, it has still been a year full of promise and success. As we’re gearing up to welcome the new year, we are giving a…
Read More
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…
Read More
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…
Read More
Tax season is quickly approaching us once again, and for freelancers, independent contractors, and self-employed individuals – plus the business owners who hire them, that means it’s time to familiarize ourselves with various tax forms. One such form that often raises questions is the infamous 1099 form. These questions, and more, are common to hear…
Read More
