But if you lack understanding of your financial picture, you’re flying blind.
Do you know the true costs of running your winery?
Are business decisions based on great financial data?
Has the size and scale of your operation made it unwieldy?
Our outsourced accounting services are tailored to the unique needs of wineries. Your profession is challenging, and every detail matters to your bottom line. We help bring the numbers into clear view so you can run a more profitable business.
Everything from bank reconciliation to cash flow projections to AR/AP
Optimize purchasing and inventory systems with our proactive planning
Fortify operations with reporting on sales, costs, KPIs, and key forecasting
We take care of payroll reports, time cards, onboarding, and more
Stay on top of your sales tax reporting at all times to avoid costly penalties
When we first contacted Protea to speak with Zane, we immediately felt comfortable and started work with him and the Protea team right away.
We continue to work with them because of their experience in the wine industry and their responsive and thoughtful approach to our needs. They listen, are on time, and provide the valuable data we need to grow.
The Protea team has a strong pulse on the industry and they give us a helpful push when needed. The peace of mind Protea provides to us is huge – it’s the overarching theme of what they do. It allows us to sleep at night and run a thriving winery.
Kate Graham and Hardy Wallace,
Owners / Winemakers at Extradimensional Wine CO. Yeah!
For small – to mid – size wineries, accounting and bookkeeping can be enormous burdens. Dozens of employees, hundreds of expense accounts, thousands of bottles of inventory… To account for it all yourself would be impossible, and hiring a whole team would be impractical.
Protea Financial takes those burdens off your shoulders for a fraction of what you might expect to pay.
Our outsourced accounting services offer you the expertise and capacity of a full team without the need to hire a single person. With bookkeeping tasks off your plate – and without breaking the bank on new staff – you can take your winery to new heights.
The wine industry, a captivating blend of tradition, artistry, and business acumen, is constantly evolving. From vineyard to bottle, and from consumer preferences to global markets, the forces that shape this dynamic industry are in constant flux. To thrive in this ever-changing landscape, wineries need a keen understanding of the financial trends that influence their…
In this episode of Protea Weekly, Zane Stevens and Lauren Peters discuss the technology and tools that drive efficiency at Protea Financial. They explore a typical day at the firm, emphasizing the importance of time tracking, practice management software like Karbon, and client management systems. The conversation also highlights performance management through 15Five and knowledge…
In this episode of Protea Weekly, Zane Stevens discusses the importance of hiring an accountant for small business owners, particularly in the wine industry. He emphasizes the need for good information and processes to ensure accurate financial data. Zane shares seven key tips for choosing the right accountant, including the importance of industry expertise, technology…
Protea Financial is responsive, affordable, and absolutely lovely to work with. I always receive my customized monthly reports in a timely manner which gives me the real-time financial information I need to navigate these challenging times with confidence. I can’t say enough good things about their knowledge, capabilities, responsiveness, and professionalism, and I can’t imagine operating my business without Protea Financial in my corner.
Destiny Burns,
Owner, CLE Urban Winery
