Make sense of your numbers so you can make sense of your business.

Accurate, timely bookkeeping is about more than good records

Accurate Timely Winery Bookkeeping Protea Financial

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.


Determine how your books should be kept, what kind of reporting is most appropriate, and other first principles of your accounting.


Go beyond mere evaluation of your expenses by actually identifying which are crucial, which are superfluous, and opportunities to streamline operations.


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

Jenny Schultz
Jolie-Laide Winery

Jolie Laide Wine Logo

A simple path to simplified bookkeeping



Click below to schedule your first consultation. It’s completely free, and designed to discover your needs.



Based on your winery’s unique requirements, we will customize an accounting solution specifically for you.



With bookkeeping and accounting taken care of, you are free to do what you love most: make fantastic wine.

Schedule a Call
Easier Accounting for Your Winery Protea Financial

Easier accounting, improved records, and more predictable planning of bookkeeping are yours with outsourced bookkeeping by Protea Financial.