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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Unlocking the full potential of your business starts with gaining a clear understanding of your finances. However, managing bookkeeping in-house can be overwhelming and time-consuming for many entrepreneurs. That’s where outsourced bookkeepers come in – offering expert financial clarity and support to help businesses thrive. Following along with the outsourced bookkeeping experts here at Protea…
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In this episode, Zane Stevens reflects on the 10-year journey of Protea Financial and shares seven key lessons he has learned along the way. These lessons include the power of finding a niche, prioritizing quality over quantity, embracing kindness, the importance of effective communication, building a strong team, networking, and continuously improving. Takeaways – Finding…
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Are you tired of drowning in paperwork and struggling to keep up with your company’s finances? It’s time to cut costs by harnessing the power of tech-driven accounting software benefits. Here at Protea Financial, we understand the challenges of manual management, and we’re here to help you find the perfect solution for your business. Say goodbye…
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Evaluating your company’s performance is critical to ensure its success and growth. But how do you assess performance? Enter the Key Performance Indicators or KPIs. These valuable metrics provide valuable insights into various aspects of your company’s financial health, allowing you to make informed decisions and drive positive change. The experts at Protea Financial can assist you…
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