It is true, running a winery or vineyard is more than just making great wine. It is running a business. Between harvest timing, bottling schedules, tasting room sales, and distributor payments, money flows in and out on different cycles. Some owners rely on gut feel to gauge when cash will be tight or when sales…
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At Protea Financial, we have seen the future of the wine industry, and it isn’t just in the vineyard; it’s in the cloud. We often work with wineries that are crafting world-class wines using state-of-the-art fermentation technology, yet their back-office operations rely on processes that haven’t changed since the 1990s. The contrast is striking: precision…
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At Protea Financial, we often walk into wineries that are producing award-winning wines but are struggling with back-office operations that feel like they are stuck in the pre-digital era. It’s a common paradox: the cellar is full of cutting-edge technology to ensure fermentation precision, yet the accounting department is drowning in paper invoices, manual spreadsheets,…
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At Protea Financial, we often see wineries that are masterpieces of efficiency in the cellar but are held together by duct tape and sheer willpower in the back office. It is a common story: a winery starts small, processes are created on the fly to solve immediate problems, and then the business grows. Years later,…
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A companion guide for wineries ready to move from reactive accounting to strategic financial leadership. Most winery owners know when their accounting isn’t working. But few know what a truly effective accounting partner should look like in the wine industry. Choosing the right partner is not about finding someone who can “do the books” or who is…
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At Protea Financial, we understand that choosing a bookkeeping partner is a decision built on trust. You are not just handing over your receipts; you are entrusting an individual or firm with the financial heartbeat of your winery. For a business as complex as a winery, this decision is even more critical. A generalist bookkeeper…
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