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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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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In this episode, Zane Stevens discusses the importance of attending conferences, both in your niche and in the accounting industry. He highlights the benefits of networking, staying up to date with industry trends, professional development, knowledge sharing, exposure to new technology, career advancement, inspiration and motivation, and gaining a competitive advantage. Zane also shares his…
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The monthly closing process is more than just a routine accounting task. It’s an opportunity to evaluate your business’s performance and uncover new growth opportunities. By effectively reviewing and analyzing your monthly financials, you can make informed decisions that drive success. The bookkeeping experts here at Protea Financial want to guide you through a comprehensive…
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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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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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