Protea Weekly – Episode 33 – Find your voice

In this episode, Zane Stevens reflects on the importance of sharing knowledge and finding one’s voice. He discusses how he shares information through various platforms, such as social media, webinars, blog posts, and public speaking. Zane emphasizes the value of providing educational content to help business owners and the general population understand the importance of…
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Preventing Financial Mishaps: How Outsourced Bookkeepers Can Guide Your Team

Managing the financial health of your business is crucial, but it can also be incredibly challenging. With so many moving parts, it’s easy for financial mishaps to occur, potentially jeopardizing your company’s stability and growth. One effective way to safeguard against these pitfalls is by partnering with outsourced bookkeepers.  At Protea Financial, we understand the…
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Strategic Financial Management for Wineries: Charting a Course for Long-Term Success

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…
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Protea Weekly – Episode 30 – How to choose an accountant?

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…
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From Chaos to Order: How Outsourced Bookkeeping Streamlines Your Records

Managing your business’s financial records can often feel like an overwhelming task. The piles of receipts, invoices, and financial statements can quickly turn into chaos if not handled properly. But what if there was a way to transform this chaos into order effortlessly?  Outsourced bookkeeping offers a streamlined solution that can bring clarity and efficiency…
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Why Cloud-Based Financial Management is the Future for Small Businesses

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…
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