(415) 418-0020 info@proteafinancial.com

Accounting & Bookkeeping

Welcome to Protea Financial

Welcome to Protea Financial

(To) Leverage is defined, simply, as using something to its maximum potential. In business, we want to leverage our core resources, time, capital and skilled people to create the best service or product possible. Ultimately, unifying the big 3 to create a successful business that can sustain growth.

read more

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.

Accountant vs Bookkeeper

As wineries search for growth in today’s digital world, the accountant vs bookkeeper debate has become all the more relevant. Innovation, technology, and eCommerce have made traditional marketing strategies for wineries nearly obsolete.  As RaboBank recently...

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.

What are the differences between a Bookkeeper, a Management Accountant, and a Tax Accountant?

Many of our clients ask us why we talk about bookkeepers, management accountants, and tax accountants, and not just accountants.

Welcome to Protea Financial

(To) Leverage is defined, simply, as using something to its maximum potential. In business, we want to leverage our core resources, time, capital and skilled people to create the best service or product possible. Ultimately, unifying the big 3 to create a successful business that can sustain growth.

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.

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!