The monthly closing process is more than just a routine accounting task. It’s an opportunity to evaluate your business’s performance and uncover new growth opportunities. By effectively reviewing and analyzing your monthly financials, you can make informed decisions that drive success. The bookkeeping experts here at Protea Financial want to guide you through a comprehensive…
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In this episode, Zane Stevens discusses the importance of continuous learning and improvement, emphasizing the need for open-mindedness and willingness to change. He shares insights from the performance appraisal process at Protea and highlights the significance of personal development and adaptation in a changing world. Takeaways – Continuous learning and improvement are essential for personal…
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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…
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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…
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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…
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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…
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