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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Managing a winery involves passion and precision, much like the art of winemaking itself. Whether you’re a seasoned vintner or new to the industry, understanding the financial underpinnings of your business is crucial. One of the fundamental aspects of this is grasping how profit and loss (P&L) work specifically within the wine industry. Dive into…
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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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Running a small business can feel like sailing a ship — with the right strategies and tools, you navigate towards success, but without them, you might find yourself adrift in financial instability. One of the most critical components of business management is effectively handling cash flow. It’s not just about monitoring how money moves into…
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Are you looking to take your small business finances to the next level? Look no further than QuickBooks Online (QBO)! In today’s fast-paced digital world, having a streamlined financial process is crucial for success. Let Protea Financial guide you through the full benefits of QBO and show you how it can revolutionize your business operations….
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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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