How Outsourced Bookkeeping Can Help Simplify Your Financial Numbers

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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Protea Weekly – Episode 23 – Tax and bookkeeping should not mix!!!

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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Profit and Loss Forecasting for Wineries: Techniques and Best Practices

Forecasting profit and loss is a crucial skill for managing any business, and wineries are no exception. Effective forecasting can help you navigate the unique challenges of the wine industry, from seasonal variations in production to fluctuating market demand.  By mastering the techniques and best practices of profit and loss forecasting, you can ensure your…
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Protea Weekly – Episode 21 – Let’s talk communication

In this episode, Zane Stevens discusses the importance of communication in the service delivery and wine industry. He explores how to improve communication both internally within teams and externally with clients. Zane highlights the need for effective communication to ensure that everyone is on the same page and understands each other. He also mentions the…
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Protea Weekly – Episode 19 – Interacting on LinkedIn

Things got a little weird! In this episode, Zane Stevens discusses various topics he considered for the show, including the poor state of the economy, global pricing overruns, people overselling and underdelivering, lack of service delivery in the accounting industry, and the importance of effective communication. However, he decides to take a different approach and…
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