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.
Harnessing Data for Tasting Rooms
Direct-to-consumer sales continually grow in importance for small wineries in the face of distributor consolidation.
Maximizing Profit Through Wine Pricing
Most small wineries fail to properly maximize profit when setting prices. In fact, most wineries evaluate and change their wine pricing too infrequently
5 Things to Know about R&D Tax Credits for Vineyards and Wineries
R&D is often associated with technology and life science companies from Silicon Valley and San Francisco, but head less than 100 miles north into wine country, or any other appellation across the United States
The Importance of Product-Specific Costings
We have seen wineries set prices incorrectly (and not maximize profit), waste precious working capital on production on their less-profitable wines, and lose money on wines because they set marketing and programming budgets using a simple average cost, rather than a product-specific cost.
What are the differences between a Bookkeeper, a Management Accountant, and a Tax Accountant?
Many of our clients ask us why we talk about bookkeepers, management accountants, and tax accountants, and not just accountants.
Welcome to Protea Financial
(To) Leverage is defined, simply, as using something to its maximum potential. In business, we want to leverage our core resources, time, capital and skilled people to create the best service or product possible. Ultimately, unifying the big 3 to create a successful business that can sustain growth.
SAUSALITO:
1 HARBOR DRIVE #300
SAUSALITO, CA 94965
NOVATO:
7250 REDWOOD BLVD,
SUITE 300,
NOVATO, CA 94945
e: info@proteafinancial.com
t: (415) 418-0200
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.