Accounting & Bookkeeping
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...
Accountant vs Bookkeeper
As wineries search for growth in today’s digital world, the accountant vs bookkeeper debate has become all the more...
Harnessing Data for Tasting Rooms
Direct-to-consumer sales continually grow in importance for small wineries in the face of distributor consolidation.
Maximizing Profit Through Wine Pricing
Most small wineries fail to properly maximize profit when setting prices. In fact, most wineries evaluate and change their wine pricing too infrequently
5 Things to Know about R&D Tax Credits for Vineyards and Wineries
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
The Importance of Product-Specific Costings
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.
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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. 
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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.