Pairing Solutions With Your Role
Protea Financial can support you with everything from bookkeeping services, order processing and inventory tracking to handling management accounts and tax schedules. Protea’s goal is to provide, at costs below the market average, timely, accurate, and high-quality financial information on which a business can act.
Chief Financial Officer
You’ve built the strategy and need more infrastructure. Protea can offer around the clock support with heavy lifting while you manage the Board of Directors and internal teams.
Bookkeeper
Bookkeepers never seem to have just one job. You need support with bigger tasks – closing the end of year, filing taxes or even processing orders. We can help.
Controller
The plan has been approved by your CFO or owner, but lack the staff with the expertise to do the work. Protea bookkeeping services can support you while you manage the big picture.
Banker & Financier
We work closely with lenders, bankers and private equity to support their clients. We specialize in organizing the most challenging accounting jobs.
The Protea Advantage
Accounting Expertise Without The Overhead
There are many experts offering their CFO advice, but someone still has to do the dirty work. We meet the needs of business owners by listening first and developing a clear, tangible strategy for financial success. Our team works around the clock to support your company with all your accounting needs.
Why Outsource Your Accounting?
When you take your car to the shop – it’s not outsourcing. You are taking sophisticated machinery to an expert – for peace of mind that your precious cargo will be safe. Placing your accounting into our hands allows you and your organization to focus on building business without the need for a full-time accountant to manage your books. You aren’t mitigating risk in so much as you are being responsible with your cashflow by hiring an expert without the overhead.
Request An Evaluation
If you are ready for real change in how you use your most valuable assets - time & money, fill out the form and an account manager will reach out to you right away.
Winery Adaptation
How smaller, independent wineries can sell more wine in a hypercompetitive marketplace State of Industry – Lots of winners but many “silent” losers It’s amazing how the world can change in a year! Even before the COVID-19 pandemic made its global impact,...
Financial Forecasting 101
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...
Protea Conversations – Rachel Martin
Protea Financial was founded in 2014 to provide high quality out-sourced accounting at an affordable price. Given Protea’s flexible work environment, the Company especially appealed to accountants who wanted to re-enter the work force after taking time off to start a...
5 Financial Reports You Should be Running
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 running on a...
Protea Conversations: April Gargiulo
Protea Financial was founded in 2014 to provide high-quality outsourced accounting at an affordable price. Given Protea’s flexible work environment, the Company especially appealed to accountants who wanted to re-enter the workforce after taking time off to start a...
7 thoughts for 7 years
In the month of March we as a company, Protea Financial, are celebrating seven years of guiding small businesses with high quality and cost-effective accounting. This is truly a surreal moment for us here at Protea Financial, as we celebrate our success. What started...
The Basics of Financial Statements
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 risks at an...
Protea Conversations: Destiny Burns
Protea Financial was founded in 2014 to provide high quality out-sourced accounting at an affordable price. Given Protea’s flexible work environment, the Company especially appealed to accountants who wanted to re-enter the work force after taking time off to start a...
5 Key Elements Influencing the Accounting and Finance Hiring Environment in 2021
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 security, teamwork,...
Thank You From Protea Financial: This Is Just the Beginning
This is truly a surreal moment for us here at Protea Financial as we celebrate our seventh year in business. What started out as a mere extension of a business has since morphed and grown into something much bigger - the dream of better accounting for everyone. The...
Protea Conversations: Nastassia Lopez
Protea Financial was founded in 2014 to provide high-quality out-sourced accounting at an affordable price. Given Protea’s flexible work environment, the Company especially appealed to accountants who wanted to re-enter the workforce after taking time off to start a...
Accrual Accounting vs. Cash Accounting – What’s the Difference?
The primary difference between these two is the timing of when transactions get recorded.
Why You Should Hire a Bookkeeper
Running a successful winery requires you to manage numerous departments—production, processing, sales, and administration, to name a few. Often bookkeeping and accounting are some of the first areas neglected when there's not enough of you to go around. When you find...
Small Producers Tax Credits for Everyone!
‘Small Producers Tax Credits for Everyone!’ (Said in my best globally famous talk show host voice.) So you’ve heard that the Craft Beverage Modernization Act was made permanent. And you operate a winery or you support operational reporting for a winery. Now what?...
Protea Conversations: Suzanne Briel
Protea Financial was founded in 2014 to provide high-quality out-sourced accounting at an affordable price. Given Protea’s flexible work environment, the Company especially appealed to accountants who wanted to re-enter the workforce after taking time off to start a...
How to Calculate the Cost of Making Wine
To run a profitable winery, it is vital to understand how much profit you are making per bottle of wine sold. You will need to be able to determine and understand what you can sell your wine for and how much that wine costs to produce. While the market will dictate...
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...
The Property Insurance Marketplace for Wineries
The state of the Property insurance market for wineries is experiencing some severe difficulties and there is no relief in sight for the foreseeable future. We are experiencing what the insurance industry calls a Hard Insurance Market. It is hard to get to coverage...
Businesses Need to Do These Four Things Before 2021
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 acknowledging what worked and didn't...
How to Grow Your Business Through Accounting Outsourcing
Outsourcing routine tasks is an easy way to simplify and grow your business. Accounting, customer service, and marketing are easy places to start when it comes to outsourcing. None of these tasks are unique to your business but all are necessary for a successful...
Bookkeeping Basics for Small Business – Why Bookkeeping Matters
Few of us like to think about bookkeeping and accounting. Without it though, you’ll find yourself in the dark about how your winery is performing. Bookkeeping is the backbone of all businesses. To know what’s happening at the most basic financial level, you’ll need to...
NOVATO:
7250 REDWOOD BLVD,
SUITE 300,
NOVATO, CA 94945
e: info@proteafinancial.com
t: (415) 418-0020
Why Protea:
Protea’s goal is to provide, at costs below the market average, timely, accurate, and high-quality financial information on which a business can act.