In the intricate world of winemaking, where artistry intertwines with agriculture and business, data isn’t just a buzzword—it’s the lifeblood of sustainable growth. We, at Protea Financial, understand the unique challenges faced by winery businesses when it comes to managing data. That’s why we aim to help you navigate the complexities and harness the power…
Read More
In this episode of Protea Weekly, Zane Stevens interviews Jay O’Neill, the CEO of CTA Safe, to discuss the Corporate Transparency Act (CTA). They highlight the confusion and lack of awareness surrounding the CTA, which was passed in 2021 but is still relatively unknown. The purpose of the CTA is to increase transparency in financial…
Read More
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,…
Read More
In this episode, Zane Stevens discusses the difference between a CFO and a controller and why Protea Financial does not offer fractional CFO services. He emphasizes the importance of bookkeeping as the foundation of good accounting services and highlights the services Protea Financial offers up to the CFO level. Zane explains that a CFO is…
Read More
The most often-quoted statement in business is that managing one’s finances is the critical part of running a business. However, it could turn into one of the most complicated and overwhelming tasks if you weren’t experienced in financial matters. Knowing your finances is much more than just keeping receipts and counting the money coming in…
Read More
Throughout harvest season, your focus is on your products. However, when it winds down, it is time to shift your focus from the vineyard to your financial books. The end of harvest is not just a moment to breathe a sigh of relief; it’s an opportunity to evaluate your winery’s performance, assess your financial health,…
Read More
