At Protea Financial, we are proud to work with many incredible people who are making exceptional wine! Their dedication to their craft is inspiring. We wish this were enough to build a successful wine business. But it is not! Currently, wine and alcoholic beverages, in general, are having a tough time. Between oversupply, congested markets,…
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In this episode, Zane Stevens discusses the importance of attending industry-specific conferences. He shares his personal experience attending wine industry conferences and explains how it has helped him become a better advisor to his clients. Zane highlights the benefits of gaining industry-specific knowledge, networking with professionals in the field, and discovering new business opportunities. He…
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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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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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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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