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…
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In this episode, Zane Stevens discusses the importance of continuously improving and the role of ego in hindering progress. He emphasizes the need for diversity of ideas in the accounting industry and encourages accountants to be open-minded and receptive to different opinions. Zane also highlights the importance of embracing different methodologies and approaches to running…
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October is Cybersecurity Awareness Month when we focus on safeguarding our digital assets and learning about the ever-evolving threats in the cyber world. As a small business owner, you may think your company is too insignificant to be a target, but that’s far from the truth. In recent years, small and medium-sized businesses have risen…
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Are you a business owner looking to take your company to new heights? Scaling and operating a successful business often requires extra financing. But with so many options available, how do you know which one is best for your unique needs? That’s where the financial experts at Protea Financial come in! We’re here to help you navigate…
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Harvest time is the time of year when wineries come alive with the activity of gathering, crushing, and fermenting grapes. It’s an exciting and anticipatory season as vineyard owners and winemakers work relentlessly to produce their best wines. However, in the midst of all the excitement and adrenaline, one critical factor is sometimes overlooked: accounting….
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Accountants are commonly misunderstood- whether it be the stereotypical personality or the type of work accountants perform, but I have first hand dealt with these misconceptions for years. These common misconceptions could be part of the blame for the shortage of accountants entering the field, so continue reading below for my personal experiences in busting…
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