Protea Provides Flexible, Bookkeeping Solutions
With a management team and account managers based in the San Francisco Bay Area, Protea provides business owners and managers with financial information and insight for making decisions. 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.
Protea specializes in removing burdens and responsibilities of finding, managing, and training an accountant or bookkeeper.
Protea can provide any combination of standard bookkeeping and accounting, either as a fully-outsourced service managed by Protea or by adding a dedicated full-time or part-time accounting professional to your team at a significantly lower cost than what you would pay to hire an accountant or bookkeeper.
We can’t move mountains, but, we’ll move the needle for your organization. Our team is dedicated to providing you the opportunity to focus on what you do best. Our team specializes in services ranging from bookkeeping and
general ledger management to detailed management accounts and inventory tracking.
Your Outsourced Advantage
Our value can be felt instantaneously. Your books are organized, bills are paid on time and you always understand your cash flow. Actionable insights are being provided to you weekly. A clear financial strategy and execution plan by a trained financial professional. It’s a simple formula for success, driven by our audit trained accounting team based in the US and South Africa. The benefit to you – we work 24 hours a day; progress is always being made.
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.
As wineries search for growth in today’s digital world, the accountant vs bookkeeper debate has become all the more relevant. Innovation,...
Direct-to-consumer sales continually grow in importance for small wineries in the face of distributor consolidation.
Most small wineries fail to properly maximize profit when setting prices. In fact, most wineries evaluate and change their wine pricing too infrequently
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
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.
Many of our clients ask us why we talk about bookkeepers, management accountants, and tax accountants, and not just accountants.
(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.
7250 REDWOOD BLVD,
NOVATO, CA 94945
1 HARBOR DRIVE #300
SAUSALITO, CA 94965
t: (415) 418-0020
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.