Accurate, timely bookkeeping is about more than good records
Not only do businesses depend on quality bookkeeping for tax filings and loan applications, but also for reliable planning. Knowing your numbers is the first step in knowing your business, and is essential for future growth. Protea Financial is your outsourced team of bookkeeping pros, tracking every dollar in and out so you can have confidence in your ability to understand your business.
Find the answers to all your bookkeeping questions
The bookkeeping and accounting experts at Protea Financial are focused on the needs of wineries and alcohol producers. We help you in every phase of tracking your numbers, from the most fundamental decisions to advanced reporting and planning.
Accounting
Basics
Determine how your books should be kept, what kind of reporting is most appropriate, and other first principles of your accounting.
Specifying
Costs
Go beyond mere evaluation of your expenses by actually identifying which are crucial, which are superfluous, and opportunities to streamline operations.
Cash
Reconciliations
Keep a finger on the pulse of your business with monthly reconciliation services so you can confidently plan for expansions, pay off debts, and more.
Annual Reports
and Taxes
Get the full picture of your business with your yearly financial reports, and make taxes easier with our sales and import tax management services.
I am forever grateful for Zane and his team.
We switched CPAs in 2019 and part of that switch was getting true expertise to streamline our bookkeeping. After talking with Zane, it was an easy decision to go with Protea.
They are very thorough in their attention to detail, a pleasure to work with and have gone above and beyond, even with the “other” tasks that they manage for me. They really are a dream team to work with and have taken so much off of my plate. I am forever grateful for Zane and his team.
Jenny Schultz
Jolie-Laide Winery
