Celebrating Gratitude and Growth at Protea Financial

“Thankfulness is the beginning of gratitude. Gratitude is the completion of thankfulness. Thankfulness may consist merely of words. Gratitude is shown in acts.” – Henri-Frédéric Amiel November is a month dedicated to gratitude, and as I reflect on what I’m thankful for, it’s important to recognize the incredible people who make a difference in my…
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Grow Your Client List and Retain Loyal Customers with Vacations by Andrea

As a winery, you’re not just selling a product; you’re selling an experience. The unique flavors, the rich history, and the craftsmanship behind every bottle of wine can evoke emotions and create lasting memories for your customers. But in today’s competitive wine industry, fostering deep connections with your clients goes beyond just offering great wine….
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The Complex World of Inventory Compliance for Wineries

The foundation of any successful business – including wineries – comprises the numbers that underly everything. Tracking your performance using these numbers is vital to maintaining and expanding a profitable business. The challenge is in the details and the arduous, often-tedious job of allocating costs, calculating COGS, managing key indicator accounts, and more. Wineries are unique…
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The Importance of Budgeting and Financial Planning for Wineries

As a winery owner, you know that creating a delightful bottle of wine requires more than just excellent grapes and expert winemaking skills. Behind every successful vintage is a meticulous planning process that ensures your winery remains financially viable and profitable.  Budgeting and financial planning are the backbone of this process, guiding you to make…
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