Setting You and Your Employees Up for Greater Financial Success

The regulators taking over Silicon Valley Bank and the speed at which it happened shocked many of us. As employers navigate the ongoing volatility and uncertainty in the markets – businesses can take measures to: Increase their liquidity. Diversify their service providers and suppliers. Protect their systems/data. Put risk management and insurance protection in place…
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5 Tips for Improving Your Small Business’s Financial Health

Are you a small business owner struggling to keep your finances in check? Do you constantly worry about cash flow, expenses, and profits? You’re not alone. The financial health of a small business is crucial for its survival and growth. Here at Protea Financial, we have come up with five essential tips that can help…
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How to Speak the Same Language as your Sales and Marketing Counterparts

The Wine Industry has a common language, but do we use it between different disciplines?  Stick to 3 rules to empower your colleagues…so that they can help you do your job better. Many wineries and businesses find themselves hesitant to hire outside help because it seems like heavy-lifting to onboard a new person. Similarly, departments…
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3 Steps to Set Your Business Up for Success in 2023

As we begin a new year, I reflect on two common (and related) questions I’m often asked by business owners or leaders: “How can I set my business up for greater success this year than last year?”, and “How can I accomplish this without working even more hours?” These three key steps will surely set your business up for…
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Gear Up for These 2023 Changes to California Employment Law

It’s the time of year again to dive in and take a look at upcoming changes to California employment law. This fall, Governor Newsom approved several new employment laws, generally expanding on employee rights and creating new obligations for employers. From new pay scale disclosure requirements to mandatory bereavement leave to nuanced changes to the…
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