Reflecting on 2024: A Year of Growth, Change, and Success

As we approach the final stretch of 2024, it feels like the right moment to hit pause and celebrate the journey we’ve been on this year. From unexpected challenges to exciting milestones, every twist and turn has shaped who we are today. With this being my final blog post of the year, I wanted to…
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Wrap Up the Year Right: The Importance of Year-End Activities

As we approach the end of another successful year, it’s the perfect time to reflect on accomplishments, set the stage for the future, and take care of important year-end activities. These tasks are more than just administrative—they play a critical role in ensuring the organization’s success, growth, and collective progress.  Here are a few reasons…
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Protea Weekly – Episode 52 – My final thoughts

In the final episode of Protea Weekly, Zane Stevens reflects on his year-long journey of consistent engagement with his audience. He discusses the mixed results of the podcast from a marketing perspective but emphasizes the personal growth and insights gained throughout the process. Zane expresses gratitude for the support received and outlines future directions for…
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Protea Weekly – Episode 49 – What is a W9? What is a 1099?

In this episode of Protea Weekly, Zane Stevens discusses the importance of preparing for year-end accounting, focusing on the critical roles of W9 and 1099 forms. He emphasizes the need for effective processes to ensure compliance and streamline the 1099 issuance process using technology. Zane shares insights on the challenges accountants and business owners face…
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Year-End Accounting Checklist for Wineries: Essential Steps for Financial Success

As the last grapes are pressed and the aroma of fermentation fades, wineries enter a crucial period: year-end. This is the time to shift focus from the vineyard to the ledger, ensuring your financial records are in order and setting the stage for a prosperous year to come. At Protea Financial, we understand that year-end…
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Optimizing Pricing Strategies: Year-End Revenue Management for Wineries

As the year draws to a close and the vines enter their dormant season, wineries face a unique set of challenges and opportunities. It’s a time for reflection, analysis, and strategic planning to maximize year-end revenue and set the stage for a successful year ahead. At the heart of this planning lies the crucial task…
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