Protea Weekly – Episode 31 – Is it time to reassess your goals?

In this episode, Zane Stevens discusses the importance of reassessing goals halfway through the year. He shares his personal and business goals and how he has been working towards them. Zane emphasizes the need to set SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) and reassess them regularly. He encourages listeners to adjust or drop goals…
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The Complex World of Inventory Compliance for Wineries

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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Why You Need a Fiduciary

Estate planning is crucial for managing and distributing your assets according to your wishes. However, many Americans procrastinate on setting up an estate plan, often due to discomfort or misconceptions about the process. Without a living trust, your assets may undergo probate—a costly and time-consuming procedure. Including a professional fiduciary in your estate plan can…
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The Importance of Budgeting and Financial Planning for Wineries

As a winery owner, you know that creating a delightful bottle of wine requires more than just excellent grapes and expert winemaking skills. Behind every successful vintage is a meticulous planning process that ensures your winery remains financially viable and profitable.  Budgeting and financial planning are the backbone of this process, guiding you to make…
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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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Protea Weekly – Episode 29 – What is the CTA – With Jeremy Little – CMPR

In this episode, Zane Stevens and Jeremy Little discuss the Corporate Transparency Act (CTA) and its implications for businesses. The CTA, which is part of the Anti-Money Laundering Act of 2020, aims to curb illegal activities such as money laundering and terrorist financing. The conversation covers the definition of beneficial owners, the types of entities…
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