In this episode of Protea Weekly, Zane Stevens discusses the critical importance of planning for Q4 and the upcoming year-end close for small business owners. He emphasizes the need for strategic planning to ensure success in 2025, the value of building a supportive team, and the necessity of engaging with financial partners such as accountants…
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In this episode of Prodea Weekly, Zane Stevens and Brendan Lane discuss the critical aspects of year-end planning for accountants and business owners. They emphasize the importance of client communication, understanding key deadlines, and preparing for tax compliance. The conversation also covers strategies for efficient document management, mental preparation for the busy season, and tools…
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When it comes to reporting requirements, particularly in regulated industries, there are significant liabilities that individuals and companies must be aware of. These liabilities primarily fall into two categories: civil penalties and criminal penalties. Here’s a breakdown of each: Civil Penalties Civil penalties are monetary fines imposed for non-compliance with regulatory requirements. According to recent…
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In this episode, Zane Stevens continues the discussion on the role of a CFO and the importance of having a strong accounting team. He emphasizes the difference between a CFO and a controller, highlighting the operational and strategic aspects of each role. Stevens explains that a controller is responsible for overseeing the day-to-day accounting operations,…
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In this episode of Protea Weekly, Zane Stevens discusses the importance of building resilience in the face of challenges. He emphasizes the need to share knowledge, speak up when struggling, and embrace the rule of thirds in business. Zane provides tips for building resilience, including staying flexible, developing coping strategies, maintaining a support network, focusing…
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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….
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