In this episode, Zane Stevens discusses the importance of reassessing goals halfway through the year. He shares his personal and business goals and how he has been working towards them. Zane emphasizes the need to set SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) and reassess them regularly. He encourages listeners to adjust or drop goals…
Read More
Running a winery is not just about producing exceptional wines; it’s also about managing your finances strategically to ensure long-term success. Strategic financial management involves planning, organizing, controlling, and monitoring your financial resources to achieve your business objectives. Let Protea Financial help you explore the key elements of strategic financial management for wineries and provide…
Read More
In this episode, Zane Stevens discusses the importance of selecting a good accountant and provides five key questions to ask when evaluating accounting professionals. He emphasizes the need to understand the services offered, industry specialization, security and confidentiality measures, pricing structure and fees, and communication protocols. Stevens highlights the significance of clear communication and trust…
Read More
In this episode, Zane Stevens discusses the importance of attending conferences, both in your niche and in the accounting industry. He highlights the benefits of networking, staying up to date with industry trends, professional development, knowledge sharing, exposure to new technology, career advancement, inspiration and motivation, and gaining a competitive advantage. Zane also shares his…
Read More
As a small business owner, you’re always looking for ways to streamline operations, reduce costs, and stay ahead of the competition. One of the most effective strategies to achieve these goals is by adopting cloud-based financial management. This transformative approach to managing your finances offers numerous benefits that can significantly enhance your business operations. At…
Read More
In this episode, Zane Stevens discusses the importance of attending industry-specific conferences. He shares his personal experience attending wine industry conferences and explains how it has helped him become a better advisor to his clients. Zane highlights the benefits of gaining industry-specific knowledge, networking with professionals in the field, and discovering new business opportunities. He…
Read More
