In this episode, Zane Stevens shares updates on his personal life and busy season as a soccer coach. He then discusses a social media post by Kim Carpe about the rule of thirds in work. Zane emphasizes the importance of recognizing that work will have good, okay, and bad days, and provides strategies for each….
Read More
Harvest season is a critical period for farms and agricultural businesses, including wineries. It’s the culmination of months of hard work in the vineyard and the beginning of the winemaking process. As you prepare to harvest your grapes, it’s essential to have robust accounting practices in place to ensure financial stability and operational efficiency. At…
Read More
Managing the financial health of your business is crucial, but it can also be incredibly challenging. With so many moving parts, it’s easy for financial mishaps to occur, potentially jeopardizing your company’s stability and growth. One effective way to safeguard against these pitfalls is by partnering with outsourced bookkeepers. At Protea Financial, we understand the…
Read More
Running a winery is not just about producing exceptional wines; it’s also about managing your finances strategically to ensure long-term success. Strategic financial management involves planning, organizing, controlling, and monitoring your financial resources to achieve your business objectives. Let Protea Financial help you explore the key elements of strategic financial management for wineries and provide…
Read More
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…
Read More
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…
Read More
