Protea Weekly – Episode 37 – What is a CFO?

In this episode, Zane Stevens discusses the difference between a CFO and a controller and why Protea Financial does not offer fractional CFO services. He emphasizes the importance of bookkeeping as the foundation of good accounting services and highlights the services Protea Financial offers up to the CFO level. Zane explains that a CFO is…
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Understand Your Finances: How Outsourced Bookkeepers Will Help You Educate and Empower Yourself

The most often-quoted statement in business is that managing one’s finances is the critical part of running a business. However, it could turn into one of the most complicated and overwhelming tasks if you weren’t experienced in financial matters.  Knowing your finances is much more than just keeping receipts and counting the money coming in…
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Optimizing Harvest Season: Effective Accounting Practices for Wineries

Harvest season is a critical period for farms and agricultural businesses, including wineries. It’s the culmination of months of hard work in the vineyard and the beginning of the winemaking process. As you prepare to harvest your grapes, it’s essential to have robust accounting practices in place to ensure financial stability and operational efficiency.  At…
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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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