(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.

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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.

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 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...

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 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...

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 burning throughout Northern California. This year’s fires came earlier than they historically have and this early arrival means grape harvesting is...

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 customers. Wineries exist to satisfy customers’ needs through products or services and it’s important for a winery to retain these customers. Since...

4 Benefits of Outsourced Accounting For Wineries

Accounting and bookkeeping are the heartbeat of the business side of your winery. Unfortunately, these critical functions are too often overlooked by busy owners. While it’s tempting to take shortcuts, or simply rush through the tasks, that can lead to...

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 factors, including a lack of accounting input regarding price-volume trade-offs and management’s desire to preserve customer interest....

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 as Napa Valley, California, and Walla Walla, Washington— have come to be publicly associated with quality. However, many wineries are surprised...

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

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.

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