Accounting & Bookkeeping

Financial Forecasting and Cash Flow Planning
While extremely rewarding, getting a winery up and running can be very difficult to do. Not only does it require a large...

The Property Insurance Marketplace for Wineries
The state of the Property insurance market for wineries is experiencing some severe difficulties and there is no relief in...

Businesses Need to Do These Four Things Before 2021
Many of us are looking forward to putting 2020 behind us and welcoming in a new year. The idea of a fresh start is...

How to Grow Your Business Through Accounting Outsourcing
Outsourcing routine tasks is an easy way to simplify and grow your business. Accounting, customer service, and marketing...

Bookkeeping Basics for Small Business – Why Bookkeeping Matters
Few of us like to think about bookkeeping and accounting. Without it though, you’ll find yourself in the dark about how...

Preparing Your Winery for Natural Disasters
It’s been a tough summer. First, the COVID pandemic slowed down commerce, and most recently the massive wildfires are...

Why Customer Retention is Imperative For a Winery
The primary goal of many wineries is to develop, cultivate and produce products that promote repeat business and retain...

4 Benefits of Outsourced Accounting For Wineries
Accounting and bookkeeping are the heartbeat of the business side of your winery. Unfortunately, these critical...

Planning for Price Changes
It is common for small wineries to avoid raising their prices for an extended period of time. This is due to a variety of...

American Viticultural Area Valuations Offer Potential Tax Savings for Wineries
Producers and consumers place great value on where their wine grapes are grown. The famous wine-grape producing areas—such...

NOVATO:
7250 REDWOOD BLVD,
SUITE 300,
NOVATO, CA 94945
SAUSALITO:
1 HARBOR DRIVE #300
SAUSALITO, CA 94965
e: info@proteafinancial.com
t: (415) 418-0020
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.