Andrea Christensen on Nurturing a Century-Old Legacy in Insurance

The H&N Christensen Company: A Testament to Family, Community, and Adaptation In our first episode of Protea Conversations, we had the privilege of spotlighting Andrea Christensen, the third-generation principal at H&N Christensen Company, an insurance agency with deep roots in San Anselmo, California and operating out of Petaluma. Founded by Andrea’s grandfather in 1923, 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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Protea Weekly Podcast – Episode 9 – Collect Your Cash!

In this episode, Zane Stevens discusses the importance of managing cash flow in a tough economy. He highlights the challenges faced by businesses, particularly in the luxury and alcohol beverage industries. Zane emphasizes the significance of accounts receivable as a tool to supplement cash flow and urges business owners to collect the money owed to…
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Assessing Business Performance Through Financial Performance and KPIs

Evaluating your company’s performance is critical to ensure its success and growth. But how do you assess performance? Enter the Key Performance Indicators or KPIs. These valuable metrics provide valuable insights into various aspects of your company’s financial health, allowing you to make informed decisions and drive positive change. The experts at Protea Financial can assist you…
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Top 5 Do’s and Don’ts In an IRS Tax Audit

In any endeavor, it’s always better if you can increase your odds of success by gathering more information to help tilt the odds in your favor. Remember when the Houston Astros employed technology to steal the opposing teams’ signs during the 2017 and 2018 seasons? After this baseball scandal was revealed, the Astros fired its…
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Budgeting and Financial Planning for Your Small Business

A good financial strategy is critical for success, whether you’re just starting out or trying to expand your current enterprise. Budgeting enables you to properly manage resources, track your finances, and make educated decisions that drive development. But, let’s face it, handling finances is usually the least fun aspect of owning a business. This is…
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