Protea Weekly – Episode 25 – Adaptation and Open-Mindedness in a Changing World

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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Common Challenges in Monthly Closing for Wine Businesses: Solutions and Strategies

The monthly closing process is crucial for wine businesses, serving as a cornerstone for financial accuracy and operational efficiency. However, it comes with its fair share of challenges.  From managing inventory to ensuring compliance with regulations, wine businesses often find themselves navigating a complex landscape. Here at Protea Financial, we want to explore these common…
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The Pitfalls of Manual Bookkeeping and the Automated Solutions Available

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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Andrea Christensen on Nurturing a Century-Old Legacy in Insurance

The H&N Christensen Company: A Testament to Family, Community, and Adaptation In our first episode of Protea Conversations, we had the privilege of spotlighting Andrea Christensen, the third-generation principal at H&N Christensen Company, an insurance agency with deep roots in San Anselmo, California and operating out of Petaluma. Founded by Andrea’s grandfather in 1923, the…
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Protea Weekly – Episode 24 – Be kind – it is good for you and those around you

In this episode, Zane Stevens discusses the importance of kindness and how it can positively impact individuals and communities. He shares his frustration with a lack of sportsmanship in youth sports and emphasizes the need to teach children kindness and respect. Zane explores the difference between kindness and niceness, highlighting that kindness involves listening, understanding,…
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Protea Weekly – Episode 23 – Tax and bookkeeping should not mix!!!

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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