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Year End Wrap Up

Year End Wrap Up

Another year is coming to a close. While many of us hoped that 2021 would be a better year than 2020, things did not quite go that way. Though things did improve and there was some light, it was still a very difficult year highlighted by the continuing pandemic, a division in opinions, and many struggles.

Although most of us experienced difficulties throughout 2021, it doesn’t mean it was all bad. Here at Protea, we experienced a lot that was positive. We were able to grow and continue to work towards our goal of providing better accounting for everyone. We were also able to celebrate with our team in personal achievements. Many of our team members completed their educational goals or added professional qualifications to their resume.

As we close out 2021 and plan for 2022, I would like to take a moment to reflect on some of our highlights of this past year.

Launch of Protea Academy

Protea Academy has been a dream of mine for a few years now. This platform provides an area for people to learn more about accounting. The goal was not to be able to create any experts but provide content to help non-accountants or people starting a career in accounting to learn and understand accounting a little bit better.

On May 6, 2021, this goal was realized with the help of Michelle Bosman (Protea’s Training and Team Development Supervisor). We launched Protea Academy as a YouTube channel. Our first video, an Introduction to Bookkeeping, was the epitome of what we were trying to achieve.

Introduction to bookkeeping – YouTube

We released 29 educational videos in 2021 and will continue to create more videos on a variety of accounting topics in 2022.

Protea Financial Year End Review Blog

The Inspiration of Protea Conversations

Protea Conversations was born out of the idea of asking our team what they would like to hear about. The overwhelming response was that they wanted to hear from leaders and entrepreneurs on how they achieved their success and got where they are today.

With this in mind, I reached out to business owners and other successful experts and asked them if they would contribute to this series of discussions.

It has been an overwhelming success! I have learnt so much from the leaders we interviewed in 2021, and I am humbled by the detail and honesty each one of them showed in their responses.

As a thank you to our interviewees and Protea’s commitment to more diverse and inclusive leadership, Protea will make a donation to Vital Voices (https://www.vitalvoices.org/). Vital Voices Global Partnership is a global movement that invests in women leaders who are solving the world’s greatest challenges. They are “venture catalysts,” identifying those with a daring vision for change and partnering with them to make that vision a reality. They scale and accelerate impact through long term investments to expand skills, connections, capacity, and visibility. 

We plan to continue with the program in 2022 and hope to continue to inspire.

The Growth of the Protea family

We have added some amazing team members to the Protea family through 2021. As our client base grew and our current clients asked us for more help, we have been able to add to the team and bring in fresh ideas and perspectives.

We continue to be blessed with a wonderful group of professionals that is improving daily. This allows us to provide accounting expertise to every client without high overhead.

The extended Protea family also grew throughout the year with the addition of new family members, both human and furry. It is wonderful to not only see our team members grow at work but also grow individually. I am so privileged to watch them grow both professionally and personally and to be a small part of their personal journeys.

As we head into 2022, it is wonderful to reflect on all the good we have experienced this year. I am excited to see what the new year brings. Whatever happens in the world, our focus internally will be on continuing to provide high quality accounting to our customers so they can make the best possible decisions for their businesses.

Happy holidays, and thank you to everyone that made 2021 a success!

A Thankful Message from Protea Financial Director Zane Stevens

A Thankful Message from Protea Financial Director Zane Stevens

November is a month to reflect and be grateful for all the good we have in our lives. While we may be thankful for things throughout the year, we don’t always vocalize those thanks. Tomorrow is Thanksgiving, though, and I want to put my personal thanks into words. I want to let everyone know how thankful I am for each and every one of you.

Thankful for Our Clients

First, I want to express my gratitude towards all of our clients. When we started Protea, we started with one client. Just one. They were a very small business, too. At that point we had no idea if Protea would even grow much more than that or even have a future.

But grow it did, and now we are consistently motivated and amazed by our diverse and interesting clients. We are focused on the wine industry, and we are very proud of the number of people we can help on a daily basis.

Thank you to each client, past and present, that has put their faith in us. As a company, we are very happy you chose us. We will continue to try and repay your faith by working hard, remaining focused, and growing and improving. We will continue to strive to reach our mission of better accounting for everyone. To each of our clients, thank you for trusting us! We are truly blessed with such amazing clients!

Thankful for Our Team

Next, I’m personally grateful for everyone on the Protea team. Every single one of you is amazing. Whether you’re new to Protea, have been here for years, or have found an opportunity elsewhere, you have contributed to our success. I appreciate all the hard work you put in, even during the times it gets tough. I am thankful and grateful for all the commitment and sacrifices everyone on the Protea team has made. We have a great future ahead, and I look forward to seeing the growth and success of each one of you. Thank you! I am truly blessed to have such a wonderful team. 

Thankful for Our Network

I’m grateful for our supporters and connections. When I first started Protea in 2014, I was new to the country and to the wine industry. Through hard work and a bit of luck, I’ve connected with so many wonderful people. I’ve had the opportunity to create lasting business relationships and, at the same time, cultivated some really good friendships.

I’m thankful to each banker, CPA, and consultant that has trusted Protea with a referral. It’s crazy at times to think you put your trust in us when we were a brand-new business. Thank you! I am blessed to know so many wonderful people and to have had your help in growing this company.

Of course, no post on gratitude would be complete without mentioning my family. I have parents that have always supported me no matter what I decided to do. Knowing that they believed in me gave me the confidence to follow my dreams. I have two wonderful kids who love me and mean the world to me. They keep me motivated and are the reason I strive to be better every single day.

I have the most amazing wife anyone could ever ask for. I do not deserve her. I appreciate her so much and am so thankful for her support, her caring personality, and her love. I am thankful she is my best friend and supports me daily. My family gives me the strength to keep striving to be the best!

I am truly lucky. I am grateful for my team, my supporters, and our clients. Each and every one of you is amazing, and I am fortunate to have your trust and your friendship. You motivate and encourage me daily. Today, and every day, I am so thankful for everything I have been blessed with! Thank you!