I didn’t know what I needed to know before opening my own business. I knew nothing about starting a small business. Luckily, the economy was great in 1996, and my niche was referral selling (still is), so I at least knew how to sell. My company took off quickly—almost too quickly. Why? I didn’t have…
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In this episode, Zane Stevens discusses the implementation of three new technologies at Protea Financial: Guru Reach Reporting, and Karbon Client Tasks. Guru is an internal intranet system that consolidates important company documents, training information, and standard operating procedures. Reach Reporting has improved the quality of management reporting to clients and increased client engagement. Karbon…
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In this episode, Zane Stevens discusses the importance of continuously improving and the role of ego in hindering progress. He emphasizes the need for diversity of ideas in the accounting industry and encourages accountants to be open-minded and receptive to different opinions. Zane also highlights the importance of embracing different methodologies and approaches to running…
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In this episode, Zane Stevens celebrates 10 years of Protea Financial and reflects on the journey of building the business. He expresses gratitude to the listeners and supporters of the podcast. Zane shares the story of how he and his wife moved to the United States and how Protea Financial was born. He highlights the…
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Managing cash flow is one of the most critical components of running a successful business. Even the most innovative and promising enterprises can collapse if cash flow is not managed correctly. Research suggests that inadequate cash flow management is one of the leading causes of small business failure. As a result, whether you’re an entrepreneur or a…
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Every business owner learns a lot about business finances through trial and error. As a business owner, every financial decision you make can have a significant impact on your business, so it is critical that you use the best, most accurate data possible whenever you make choices that directly affect your business. Financial statements are…
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