With accurate bookkeeping, timely reporting, and proactive inventory management, your winery can make more informed decisions and avoid unforeseen costs. We can help by providing accounting, bookkeeping, and CFO services to help you business grow!
Like the taste of any fine vintage, your winery’s business is complex and detailed
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?
Protea Financial simplifies your accounting so you can focus on crafting amazing wine and building a robust business
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.
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!
We Empower Wineries.
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.
In this episode of Protea Weekly, we dive into the key takeaways from the recent Wine Industry Financial Symposium. While the event primarily focused on the wine industry, the lessons learned are universally applicable to businesses of all sizes. Let’s explore these five crucial insights that can help you elevate your business to new heights.…
As a winery, you’re not just selling a product; you’re selling an experience. The unique flavors, the rich history, and the craftsmanship behind every bottle of wine can evoke emotions and create lasting memories for your customers. But in today’s competitive wine industry, fostering deep connections with your clients goes beyond just offering great wine.…
A good budget is your financial map in the ever-changing business world where decisions, tactics, and success all depend on a good budget. But for most businesses, budgeting is an immense burden, an intricate series of spreadsheets and forecasts that get overlooked. At Protea Financial, we want budgeting to be an empowerment tool, not a burden. We…
I can’t imagine operating my business without Protea Financial.
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
Give your winery all the tools it needs to grow successfully with accurate, timely accounting from Protea Financial