(415) 418-0020 info@proteafinancial.com

Accounting & Bookkeeping

Subscribe

About Zane Stevens

Zane Stevens is the Director of Protea Financial. Protea provides services to take over the burdens and responsibilities of finding, managing, and training an accountant or bookkeeper for businesses and free up proprietors’ time, so they can focus on building their businesses.

Protea Conversations: Tracey Welch

by | June 17, 2021 | Protea Conversations | 0 Comments

Protea Financial was founded in 2014 to provide high quality out-sourced accounting at an affordable price.  Given Protea’s flexible work environment, the Company especially appealed to accountants who wanted to re-enter the work force after taking time off to start a...
Read More

Property Insurance in the Wine Industry

by | June 10, 2021 | Wine Industry | 0 Comments

As things begin to open back up with COVID-19 getting more under control, we find that it is “fire season” in Wine Country.  With fire season front and center, we find ourselves saying that “it’s not if there is another fire in our area, it’s when will the fire occur...
Read More

How to understand your balance sheet: A beginner’s guide

by | June 3, 2021 | Accounting, Bookkeeping, Business, Financial Services, Outsourced Accounting | 0 Comments

A balance sheet is a financial statement that provides an overview of the company's assets, liabilities, and equity at a specific point in time. It is important to know what each one means in order to understand how well you're doing. It can be difficult to understand...
Read More

Protea Conversations: Alicia Cronbach

by | May 27, 2021 | Protea Conversations | 0 Comments

Protea Financial was founded in 2014 to provide high-quality outsourced accounting at an affordable price.  Given Protea’s flexible work environment, the Company especially appealed to accountants who wanted to re-enter the workforce after taking time off to start a...
Read More

Your Account Reconciliation is Now a Fun Activity

by | May 20, 2021 | Accounting, Bookkeeping, Business, Financial Services | 0 Comments

You may think reconciling your books is a tedious process, but it doesn't have to be. In this blog post we'll go over the steps needed to prepare a reconciliation and how you can streamline the process so that it's as painless as possible.   What is a general...
Read More

QuickBooks Beginner Mistakes You Must Avoid

by | May 13, 2021 | Bookkeeping, Bookkeeping Software | 0 Comments

If you’re familiar with QuickBooks Online, you know how spectacular it is in maintaining financial records for small and medium businesses. Whether you’re a business owner or an individual looking for reliable bookmaking software, QuickBooks is a great option....
Read More

Winery Adaptation

by | May 6, 2021 | Wine Industry | 0 Comments

How smaller, independent wineries can sell more wine in a hypercompetitive marketplace   State of Industry – Lots of winners but many “silent” losers   It’s amazing how the world can change in a year! Even before the COVID-19 pandemic made its global impact,...
Read More

Financial Forecasting 101

by | April 29, 2021 | Accounting, Bookkeeping, Business, Financial Services, Outsourced Accounting | 1 Comment

If you’re a business owner or been thinking about opening up a new venture, the thought of improving its performance must have crossed your mind. And that’s where financial forecasting comes into play.  It’s simply the process of looking into the future of your...
Read More

Protea Conversations – Rachel Martin

by | April 22, 2021 | Business, Wine Industry | 0 Comments

Protea Financial was founded in 2014 to provide high quality out-sourced accounting at an affordable price.  Given Protea’s flexible work environment, the Company especially appealed to accountants who wanted to re-enter the work force after taking time off to start a...
Read More

5 Financial Reports You Should be Running

by | April 15, 2021 | Bookkeeping, Business, Financial Services | 1 Comment

There’s an assortment of financial reports involved in business accounting and bookkeeping. Each one contains the information you need to form an accurate and holistic view of your company’s financial health. There are five reports you should be running on a...
Read More

Protea Conversations: April Gargiulo

by | April 9, 2021 | Protea Conversations, Uncategorized | 0 Comments

Protea Financial was founded in 2014 to provide high-quality outsourced accounting at an affordable price.  Given Protea’s flexible work environment, the Company especially appealed to accountants who wanted to re-enter the workforce after taking time off to start a...
Read More

7 thoughts for 7 years

by | April 1, 2021 | Business | 0 Comments

In the month of March we as a company, Protea Financial, are celebrating seven years of guiding small businesses with high quality and cost-effective accounting. This is truly a surreal moment for us here at Protea Financial, as we celebrate our success. What started...
Read More

The Basics of Financial Statements

by | March 25, 2021 | Accounting, Bookkeeping, Business, Financial Services | 0 Comments

A key aspect and skill in managing a company is the ability to understand financial statements. Because we operate in a competitive business environment, it is important to be able to identify a company’s financial position/health, business trends and risks at an...
Read More

Protea Conversations: Destiny Burns

by | March 18, 2021 | Accounting, Protea Conversations, Wine Industry | 0 Comments

Protea Financial was founded in 2014 to provide high quality out-sourced accounting at an affordable price.  Given Protea’s flexible work environment, the Company especially appealed to accountants who wanted to re-enter the work force after taking time off to start a...
Read More

5 Key Elements Influencing the Accounting and Finance Hiring Environment in 2021

by | March 11, 2021 | Accounting, Business, Financial Services | 0 Comments

  In my first 19 years of recruiting Accounting and Finance Talent, the number 1 job benefit Professionals wanted was the flexibility to work from home- at least partially.  This was always desired more than it was available.  Employers cited security, teamwork,...
Read More

Thank You From Protea Financial: This Is Just the Beginning

by | March 1, 2021 | Business | 0 Comments

This is truly a surreal moment for us here at Protea Financial as we celebrate our seventh year in business. What started out as a mere extension of a business has since morphed and grown into something much bigger - the dream of better accounting for everyone. The...
Read More

Protea Conversations: Nastassia Lopez

by | February 25, 2021 | Outsourced Accounting, Protea Conversations | 0 Comments

Protea Financial was founded in 2014 to provide high-quality out-sourced accounting at an affordable price.  Given Protea’s flexible work environment, the Company especially appealed to accountants who wanted to re-enter the workforce after taking time off to start a...
Read More

Accrual Accounting vs. Cash Accounting – What’s the Difference?

by | February 18, 2021 | Accounting | 2 Comments

The primary difference between these two is the timing of when transactions get recorded.

Read More

Why You Should Hire a Bookkeeper

by | February 11, 2021 | Bookkeeping, Wine Industry | 1 Comment

Running a successful winery requires you to manage numerous departments—production, processing, sales, and administration, to name a few. Often bookkeeping and accounting are some of the first areas neglected when there's not enough of you to go around. When you find...
Read More

Small Producers Tax Credits for Everyone!

by | February 4, 2021 | Tax, Wine Industry | 0 Comments

‘Small Producers Tax Credits for Everyone!’ (Said in my best globally famous talk show host voice.) So you’ve heard that the Craft Beverage Modernization Act was made permanent. And you operate a winery or you support operational reporting for a winery.  Now what?...
Read More

Protea Conversations: Suzanne Briel

by | January 28, 2021 | Protea Conversations | 0 Comments

Protea Financial was founded in 2014 to provide high-quality out-sourced accounting at an affordable price.  Given Protea’s flexible work environment, the Company especially appealed to accountants who wanted to re-enter the workforce after taking time off to start a...
Read More

How to Calculate the Cost of Making Wine

by | January 21, 2021 | Accounting, Outsourced Accounting, Wine Industry | 0 Comments

To run a profitable winery, it is vital to understand how much profit you are making per bottle of wine sold. You will need to be able to determine and understand what you can sell your wine for and how much that wine costs to produce. While the market will dictate...
Read More

Financial Forecasting and Cash Flow Planning

by | January 14, 2021 | Accounting, Bookkeeping, Financial Services, Outsourced Accounting | 0 Comments

While extremely rewarding, getting a winery up and running can be very difficult to do. Not only does it require a large amount of capital and resources to start with, but you also won’t even start selling wine until a few years down the line. It’s a large investment...
Read More

The Property Insurance Marketplace for Wineries

by | January 7, 2021 | Wine Industry | 0 Comments

The state of the Property insurance market for wineries is experiencing some severe difficulties and there is no relief in sight for the foreseeable future.  We are experiencing what the insurance industry calls a Hard Insurance Market.  It is hard to get to coverage...
Read More

Businesses Need to Do These Four Things Before 2021

by | December 14, 2020 | Business, Financial Services | 0 Comments

Many of us are looking forward to putting 2020 behind us and welcoming in a new year. The idea of a fresh start is refreshing and business owners are looking to prepare their businesses for 2021 and beyond. Looking back on 2020 and acknowledging what worked and didn't...
Read More

How to Grow Your Business Through Accounting Outsourcing

by | November 19, 2020 | Accounting, Business, Outsourced Accounting | 0 Comments

Outsourcing routine tasks is an easy way to simplify and grow your business. Accounting, customer service, and marketing are easy places to start when it comes to outsourcing. None of these tasks are unique to your business but all are necessary for a successful...
Read More

Bookkeeping Basics for Small Business – Why Bookkeeping Matters

by | October 28, 2020 | Bookkeeping, Business | 5 Comments

Few of us like to think about bookkeeping and accounting. Without it though, you’ll find yourself in the dark about how your winery is performing. Bookkeeping is the backbone of all businesses. To know what’s happening at the most basic financial level, you’ll need to...
Read More

NOVATO:
7250 REDWOOD BLVD,
SUITE 300,
NOVATO, CA 94945

e: info@proteafinancial.com
t: (415) 418-0020

SERVICES

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.

COMPANY

About Us

Our Team

Blog

 

Subscribe To Protea Financial's Blog For Accounting Tips & Ideas

Join our mailing list to receive the most up to date information from our team. We'll share ideas on how to streamline your accounting practices to save more money and time. 

You have Successfully Subscribed!