The foundation of any successful business – including wineries – comprises the numbers that underly everything. Tracking your performance using these numbers is vital to maintaining and expanding a profitable business. The challenge is in the details and the arduous, often-tedious job of allocating costs, calculating COGS, managing key indicator accounts, and more. Wineries are unique…
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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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Managing the financials of your business can be a daunting task. Between keeping track of expenses, ensuring accurate records, and preparing for tax season, bookkeeping can quickly become overwhelming. For many businesses, outsourcing bookkeeping is an effective solution to simplify financial management, save time, and ensure accuracy. At Protea Financial, we can show you how…
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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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