Financial Services

Words of Wisdom from Protea Financial

[et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.18.0″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] There is something to be said for the words we all speak. Day in and day out, we speak and hear thousands, sometimes millions of them. The words we choose say a lot about who we […]

2022 Thankful Message from Protea Financial

[et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.18.0″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] Another year is nearly over, and what an eventful year it has been. We have all been through a lot of ups and down over the last few years, and 2022 was no different. Thankfully, some […]

What Are 1099s?

Any time you are paid for work by a company, that company is required to report your payments to the IRS as income. Typically, this is done through a form W-2 because most, if not all, of the company’s payments go to employees. However, some companies do hire contractors or freelancers. These individuals work on specific projects

How to Track Your Business Expenses: A Simple Guide for You and Your Business

[et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”] As the owner of your own business, you’re going to be spending a lot of your time and money on it. You need to keep track of all these expenses to accurately report them when you file your […]

Tips to Make Your Month-End Close Processes Easier

[et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”] Month-end processes are often a source of stress for finance teams. Many organizations find month-end processes challenging, which is why it is important to put processes in place early and consistently. If that sounds like your month end, […]

What is a W-9 and What You Should Know About It

[et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”] A W-9 is an IRS (or Internal Revenue Service) form used to collect the correct tax identification number from all third parties that the business pays during the year. You will usually be required to fill one out […]

Harvest: What Information Your Accountant Needs

[et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”] Inventory is arguably the most complex accounting function for wineries, starting with harvest. Harvest is the most exciting and demanding time for wineries, requiring a lot of information to be communicated back to your accountant. Still, luckily some […]

The Best Small Business Software Considerations: Work Simply, Manage Efficiently

[et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”10px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”3398.9px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”] Are you looking for the best small business software? Look no further! This guide details some of the top-rated software options available for various tasks and how they can help you work more efficiently. From email management to […]

What Receipts Does the IRS Require You to Keep?

[et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”10px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”3398.9px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”] When you deduct business expenses on your income tax return, you can usually refer to your records to support the expense. However, you must keep records that meet IRS record-keeping standards in case of an audit. We aim […]

The Pros and Cons Of Bookkeeping in QuickBooks Online For Small Businesses

[et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”10px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”3398.9px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″] Are you thinking of using QuickBooks Online to manage your business’s bookkeeping? If so, you’re not alone. In today’s fast-paced digital world, no business can afford to lag behind, making software an essential component of success. […]

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