Protea Weekly – Episode 24 – Be kind – it is good for you and those around you

In this episode, Zane Stevens discusses the importance of kindness and how it can positively impact individuals and communities. He shares his frustration with a lack of sportsmanship in youth sports and emphasizes the need to teach children kindness and respect. Zane explores the difference between kindness and niceness, highlighting that kindness involves listening, understanding,…
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How Outsourced Bookkeeping Can Help Simplify Your Financial Numbers

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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Protea Weekly – Episode 23 – Tax and bookkeeping should not mix!!!

In this episode, Zane Stevens discusses the benefits and drawbacks of using a tax provider for bookkeeping services. He explores the potential benefits, such as streamlined communication, consistent understanding of financials, convenience, integrated services, and cost savings. However, he also highlights the potential conflicts of interest, lack of specialization, reduced checks and balances, dependency and…
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Protea Weekly – Episode 21 – Let’s talk communication

In this episode, Zane Stevens discusses the importance of communication in the service delivery and wine industry. He explores how to improve communication both internally within teams and externally with clients. Zane highlights the need for effective communication to ensure that everyone is on the same page and understands each other. He also mentions the…
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Mastering Cash Flow: Outsourced Bookkeeping Strategies for Small Businesses

Running a small business can feel like sailing a ship — with the right strategies and tools, you navigate towards success, but without them, you might find yourself adrift in financial instability. One of the most critical components of business management is effectively handling cash flow. It’s not just about monitoring how money moves into…
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Protea Weekly – Episode 20 – Continuous Improvement in Service Delivery

The conversation focuses on the importance of communication and customer service in the accounting industry. The host highlights the disconnect between what accounting firms offer and what clients perceive they are receiving. The lack of clear communication leads to frustration and dissatisfaction. Zane emphasizes the need for improved communication from the initial phone call to…
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