Year-End Round-Up 2023

Year-End Round-Up 2023

Can you believe it’s already time to say goodbye to this year? Time sure flies! 2023 has come to an end, and though it has had its challenges locally and globally, it has still been a year full of promise and success. As we’re gearing up to welcome the new year, we are giving a massive shoutout to all of you who’ve been with us through this wild ride.


Holiday Cheers

As the holiday season sneaks in, here’s hoping you all have the most relaxing and fun time. Whether you’re hanging out with family, catching up with old friends, or just kicking back, enjoy every moment. Let’s fill this time with laughter, good vibes, and yummy food. Look after each other and remember to be kind!


Big Thanks to Our Fantastic Clients

To our fantastic clients – you guys rock! Thank you so much for choosing us to help you and your business. Your trust in us means the world, and we are excited to continue to help you in the new year.

With continued challenges in the industry, we know we are entering a year of uncertainty. With that in mind, we will continue to focus on being more efficient and finding new solutions to bring you the best quality accounting possible. Our goal of providing high-quality, timely information to help you make better decisions will continue to drive us in 2024.

It’s been an incredible journey working with you in 2023, and we’re super excited to see what new adventures 2024 will bring. We will be ready to tackle all obstacles together.

Protea Financial hands of men and women of different cultures giving a high five

High-Five to Our Team

Little known fact: we have the best team! We are fortunate to have intelligent, hard-working, and caring individuals. Seriously, you all are the superheroes of our story. And your work is way more than just accounting. What you do daily makes a difference in the lives of our clients.

A few special shout outs for 2023.

Welcome to the family

  • Zoe, daughter of Brendan Land and his wife Cassidy.
  • Makai, son of Lauren Peters and husband Geslin.
  • Usenathi, daughter of Siviwe Kachoka and husband Taks.

We are happy to have these miracles grace us in 2023.

Big thank you to My Star award winners for 2023. These people have made my life much easier by exceeding expectations to help me or the greater team. Congratulations to Tanya Bekker, Ralvern Campbell, Megan Nelms, Tarryn Le Roux, Catherine Levey, Melanie Nel, Anzelle Strydon, and Danielle du Preez. I appreciate everything you do!

What is even more important than my public acknowledgment is the acknowledgment of your peers. So, monthly, we ask the team to provide us with the people who made a difference in their lives. I love this feedback! It is great to hear how we work as a team to help each other. Thank you to our top givers this year. Melanie Nel, thank you for living the ethos of teamwork daily. Honorable mention to Janet Kingston, Cindy de Lange, and Lauren Peters. You are all amazing!

I also want to acknowledge people who hit special work milestones in 2023. Congratulations on 5 years for Danielle Du Preez and 8 years for Alexandra Preston, Melanie Nel, and Cheryl Young. Thank you for your continued support of the team’s success.

A few other highlights for the year are a book club, many get-togethers, our first-ever family day in the USA, and the continued growth of our training programs, helping our team be the best versions of themselves.

Remember, we’re keeping dreams alive because of your efforts!


Community Involvement

We are proud of our continued support of local charities throughout the year.

Protea Conversations supported Canine Companions while providing stories of leadership and growth.

Additionally, we supported many local charities, specifically with the team giving up their time to volunteer at Redwood Empire Food Bank and Maranatha Youth Center.

We are also proud that we were able to support multiple charities through monetary donations. These include Ceres Community Project, Marin Humane Society, Maui County Strong Fund, and Save-a-pet.

Protea Financial young woman with volunteer written on her shirt holding a clip board and pen

Peeking into the Future

Reflecting back, 2023 has been quite the year, right? We’ve learned a ton and made some great memories. Looking ahead, let’s keep that energy going. May the new year bring even more success, happiness, and those little moments that make you smile.


You’re the Best!

We can’t wrap this up without saying a big THANK YOU for being part of our family. It’s your support and energy that make this journey so awesome. Cheers to the times we’ve shared and all the exciting stuff coming our way.

Thanks a million for everything. Happy holidays, and let’s make the next year our best one!