Financial Services Archives - Page 7 of 8

How to understand your balance sheet: A beginner’s guide

[et_pb_section fb_built=”1″ _builder_version=”4.9.4″ _module_preset=”default”][et_pb_row _builder_version=”4.9.4″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.4″ _module_preset=”default”][et_pb_text _builder_version=”4.9.4″ _module_preset=”default”] A balance sheet is a financial statement that provides an overview of the company’s assets, liabilities, and equity at a specific point in time. It is important to know what each one means in order to understand how well you’re doing. It can be […]

Your Account Reconciliation is Now a Fun Activity

Financial Forecasting 101

[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] If you’re a business owner or been thinking about opening up a new venture, the thought of improving its performance must have crossed your mind. And that’s where financial forecasting comes into play. It’s simply the process of looking into the future of your […]

5 Financial Reports You Should be Running

[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default” custom_padding=”63px|||||”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-12px|auto||auto||”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.4″ _module_preset=”default” min_height=”810.4px” custom_margin=”0px||||false|false” hover_enabled=”0″ sticky_enabled=”0″] There’s an assortment of financial reports involved in business accounting and bookkeeping. Each one contains the information you need to form an accurate and holistic view of your company’s financial health. There are five reports you should be […]

The Basics of Financial Statements

[et_pb_section fb_built=”1″ _builder_version=”3.22″ custom_padding=”56px|||||”][et_pb_row _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.7.7″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”] A key aspect and skill in managing a company is the ability to understand financial statements. Because we operate in a competitive business environment, it is important to be able to identify a company’s financial position/health, business trends and […]

5 Key Elements Influencing the Accounting and Finance Hiring Environment in 2021

[et_pb_section fb_built=”1″ _builder_version=”3.22″][et_pb_row _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.7.7″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”] In my first 19 years of recruiting Accounting and Finance Talent, the number 1 job benefit Professionals wanted was the flexibility to work from home- at least partially. This was always desired more than it was available. Employers cited […]

Financial Forecasting and Cash Flow Planning

While extremely rewarding, getting a winery up and running can be very difficult to do. Not only does it require a large amount of capital and resources to start with, but you also won’t even start selling wine until a few years down the line. It’s a large investment with a substantial amount of risk […]

Businesses Need to Do These Four Things Before 2021

[et_pb_section fb_built=”1″ _builder_version=”4.0.7″ custom_padding=”0px||0px|||”][et_pb_row _builder_version=”4.0.7″ min_height=”196px”][et_pb_column type=”4_4″ _builder_version=”4.0.7″][et_pb_text _builder_version=”4.7.4″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″] Many of us are looking forward to putting 2020 behind us and welcoming in a new year. The idea of a fresh start is refreshing and business owners are looking to prepare their businesses for 2021 and beyond. Looking back on 2020 and […]

4 Benefits of Outsourced Accounting For Wineries

Accounting and bookkeeping are the heartbeat of the business side of your winery. Unfortunately, these critical functions are too often overlooked by busy owners. While it’s tempting to take shortcuts, or simply rush through the tasks, that can lead to inaccurate financial statements. That’s why Protea Financial offers outsourced accounting services. While it’s certainly understandable – you have […]

Planning for Price Changes

It is common for small wineries to avoid raising their prices for an extended period of time. This is due to a variety of factors, including a lack of accounting input regarding price-volume trade-offs and management’s desire to preserve customer interest. Alternately, a winery may opt to make price changes based on a gut feeling. […]

Financial Services

How to understand your balance sheet: A beginner’s guide

Your Account Reconciliation is Now a Fun Activity

Financial Forecasting 101

5 Financial Reports You Should be Running

The Basics of Financial Statements

5 Key Elements Influencing the Accounting and Finance Hiring Environment in 2021

Financial Forecasting and Cash Flow Planning

Businesses Need to Do These Four Things Before 2021

4 Benefits of Outsourced Accounting For Wineries

Planning for Price Changes

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