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.
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....
American Viticultural Area Valuations Offer Potential Tax Savings for Wineries
Producers and consumers place great value on where their wine grapes are grown. The famous wine-grape producing areas—such as Napa Valley, California, and Walla Walla, Washington— have come to be publicly associated with quality. However, many wineries are surprised...
Accountant vs Bookkeeper
As wineries search for growth in today’s digital world, the accountant vs bookkeeper debate has become all the more relevant. Innovation, technology, and eCommerce have made traditional marketing strategies for wineries nearly obsolete. As RaboBank recently...
NOVATO:
7250 REDWOOD BLVD,
SUITE 300,
NOVATO, CA 94945
SAUSALITO:
1 HARBOR DRIVE #300
SAUSALITO, CA 94965
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.