Gain higher confidence, pay lower overhead

Protea Financial provides outsourced accounting expertise for wineries,
alcohol producers, and other businesses.

 

Imagine where you want to take your winery, then let us help you find the way there

Wineries are never still. They are places of action and progress, energy and growth. Grapes mature and gather on vines as workers tend them. Bottles and casks ferment in cellars, imbuing their contents with favor. Leaders and managers work, plan, and strategize to put their product in more places and in front of more people.

In other words, wineries move forward. They must in order to exist. And to move forward with confidence, agility, and absolute mastery of your business, you should rely on the outsourced accounting expertise of Protea Financial.

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Bookkeeping

Keep your books in order and completely accurate to avoid surprises and mistakes.

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Financials

Share progress and financial reports with stakeholders to keep everyone together.

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Taxes

Stay on top of income taxes and sales tax compliance more easily.

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Inventory

Always know what you have, how much, and where, helping to optimize costs.

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Payroll

Focus on your people, not their paychecks, as our team handles the paperwork.

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Budgets

See your actual results versus your estimated projections to stay informed.

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Cashflow

Develop clear, useful documentation of how you’re getting and using cash.

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Key Accounts

Let your decision makers make better decisions by grasping key accounts.

By outsourcing your accounting with Protea Financial, you’re strengthening your business at a price lower than you might expect.

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Why outsource?

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Winery accounting

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Our services

Communication is great. In fact, I would call it overcommunication.

We needed a trusted partner to dive into our financials, clean up inefficiencies and help us better understand big-picture numbers so we could focus on our business.

Luckily, we found Protea. They helped us develop structured, efficient protocols backed by clean data to keep things running smoothly. And their monthly oversight, attention to detail, and overcommunication are top-notch.

Thanks to the Protea team, we can now spend more time focusing on building our brand while running more efficiently. I highly recommend them for winery accounting and bookkeeping!

Jake Krausz Estate Director at Arkenstone Winery

Jake Krausz
Estate Director at Arkenstone Winery

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A simple path to simplified bookkeeping

1

Call

Click below to schedule your first consultation. It’s completely free, and designed to discover your needs.

2

Evaluate

Based on your winery’s unique requirements, we will customize an accounting solution specifically for you.

3

Grow

With bookkeeping and accounting taken care of, you are free to do what you love most: make fantastic wine.

Schedule a Call
Protea-Financial - We Help Wineries and Other Businesses Grow to meet their potential

At Protea Financial, we help wineries and other businesses grow to meet their potential.