In this episode of Protea Weekly, Zane Stevens and Lauren Peters discuss the technology and tools that drive efficiency at Protea Financial. They explore a typical day at the firm, emphasizing the importance of time tracking, practice management software like Karbon, and client management systems. The conversation also highlights performance management through 15Five and knowledge…
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In this episode of Protea Weekly, Zane Stevens discusses the importance of hiring an accountant for small business owners, particularly in the wine industry. He emphasizes the need for good information and processes to ensure accurate financial data. Zane shares seven key tips for choosing the right accountant, including the importance of industry expertise, technology…
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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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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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In this episode of Protea Weekly, Zane Stevens discusses the importance of preparing for year-end accounting, focusing on the critical roles of W9 and 1099 forms. He emphasizes the need for effective processes to ensure compliance and streamline the 1099 issuance process using technology. Zane shares insights on the challenges accountants and business owners face…
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Zane Stevens and Megan Nelms discuss their experiences at Intuit Connect, a conference focused on accounting and technology. They share insights on the differences from previous years, the importance of networking, and the various breakout sessions they attended. Megan highlights her goals for attending, including exploring new technologies and meeting industry partners. The conversation also…
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