Uncorking Efficiency: How Automation Can Improve Your Winery’s Bottom Line

At Protea Financial, we’ve witnessed firsthand the transformative power of strategic investments in technology within the wine industry. While the heart of your craft lies in the vineyard and the cellar, the efficiency of your operations, particularly on the administrative and logistical fronts, plays a crucial role in your overall profitability.  Join our financial experts…
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Using Your P&L to Secure Funding for Your Winery Expansion

At Protea Financial, we understand that the ambition to expand your winery is often fueled by the success reflected in your Profit & Loss (P&L) statement. That document, showcasing your revenues, costs, and ultimately your profitability, is more than just a historical record; it’s a powerful tool that can unlock the funding needed to bring…
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Helping Wineries Thrive Through Clear Financial Reporting – Powered by Reach Reporting

At Protea Financial, we know that running a winery is more than a full-time job—it’s a labor of love. Whether you’re walking the vineyard rows, managing a tasting room, or prepping for harvest, your focus is on the craft, the experience, and the wine itself. But there’s another side to every successful winery: the financial…
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How Outsourced Bookkeeping Can Simplify Accrual Accounting for Your Winery

At Protea Financial, we understand the dedication and passion you pour into every bottle. From nurturing the vines to the meticulous winemaking process, your focus is on crafting exceptional wines. However, the financial backbone of your winery, particularly when it comes to sophisticated accounting methods like accrual, can often feel like a complex and time-consuming…
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Every Touchpoint Matters: The Secret to Creating Remarkable Employee & Customer Experiences

Unreasonable Hospitality in Action: Turning Everyday Moments into Extraordinary Culture Will Guidara’s philosophy of unreasonable hospitality isn’t about grand gestures—it’s aboutintentionality. At his restaurant, Eleven Madison Park, the number one restaurant in the world,the team examined every single touchpoint a guest might encounter and asked: “How can wemake this better?” Imagine applying that same lens…
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