Manual bookkeeping has been the backbone of business accounting for centuries. While it has its merits, the digital age has exposed the inefficiencies and risks associated with this traditional approach. For many businesses, the time-consuming nature of manual bookkeeping can slow down operations and hinder growth. Here at Protea Financial, we want to cover the…
Read More
In this episode, Zane Stevens discusses the benefits and drawbacks of using a tax provider for bookkeeping services. He explores the potential benefits, such as streamlined communication, consistent understanding of financials, convenience, integrated services, and cost savings. However, he also highlights the potential conflicts of interest, lack of specialization, reduced checks and balances, dependency and…
Read More
This week, the conversation focuses on service delivery in the accounting industry, AGAIN! Zane shares his thoughts and insights based on a post he made on LinkedIn about clients’ poor service delivery. The main areas of focus that contribute to poor service delivery are taking on too much work, not staying up to date with…
Read More
Understanding the complexities of revenue and expense recognition is crucial for anyone involved in the wine industry. Whether you’re a vineyard owner, a winery operator, or a financial manager, mastering these accounting principles can significantly impact how you perceive your business’s financial health. Here at Protea Financial, our goal is to help you explore how revenue…
Read More
The conversation focuses on the importance of communication and customer service in the accounting industry. The host highlights the disconnect between what accounting firms offer and what clients perceive they are receiving. The lack of clear communication leads to frustration and dissatisfaction. Zane emphasizes the need for improved communication from the initial phone call to…
Read More
In this episode, Zane Stevens discusses the implementation of three new technologies at Protea Financial: Guru Reach Reporting, and Karbon Client Tasks. Guru is an internal intranet system that consolidates important company documents, training information, and standard operating procedures. Reach Reporting has improved the quality of management reporting to clients and increased client engagement. Karbon…
Read More
