Together, We’ll Build A Better Bookkeeping System
As you grow your business, decisions have to be made on a moment to moment basis. The biggest decisions you’ll make are where to spend your time, how to staff your operation and how you allocate financial resources. Hiring Protea Financial will help you solve all three challenges. Our team is a cost effective, team of accounting experts that will allow you to spend your time running the show.
We see ourselves as team members – not just bookkeepers. A bookkeeper will manage the day to day operations under the guidance of an accountant. As a team, we can develop objectives and insights to allow you to grow your company.
Your account manager/accountant will design a program with you that meets the bookkeeping needs of your organization. Then, you’ll have bookkeeper(s) assigned to your business to manage the day to day bookkeeping responsibilities under the watchful eye of the accountant.
Protea Bookkeeper Capabilities
Accounts Payable | Accounts Receivable | Management Accounts | Sales Tax Reporting | Payroll Tax Reporting | Bank Reconciliation | Inventory Management | Order Tracking | Inventory Tracking | Cash Flow Projections
Three Big Benefits To Outsourcing Your Bookkeeping
Understand The Status Of Your Accounts
Knowledge equals growth. Our team will organize your financials in order to derive accurate data from your accounts. We’ll empower you with the information to remain an agile business leader.
Paying Your Bills On Time Keeps Everyone Happy
Bills can slip through the cracks when you are moving fast. Keeping your vendors happy starts with paying them on time or communicating when they will receive payment.
Stay Ahead Of Billing and Receivables.
The precursor to cash flow and the lifeblood of your company. If you don’t bill, you don’t get paid. Our bookkeepers ensure you are paid in a timely fashion.
Why Use A Protea Bookkeeper
Every business leader knows that time is their most precious resource, followed closely by money. As in, “if I had more time, I could make more money”. Protea agrees. Our team can process invoices, reconcile your credit card expenses, handle accounts payable and receivable, manage your payroll and develop management reports for your next team meeting. Protea Financial is an end to end solution for your organization’s accounting needs.
Request An Evaluation
If you are ready for real change in how you use your most valuable assets - time & money, fill out the form and an account manager will reach out to you right away.
Direct-to-consumer sales continually grow in importance for small wineries in the face of distributor consolidation.
Most small wineries fail to properly maximize profit when setting prices. In fact, most wineries evaluate and change their wine pricing too infrequently
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
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.
Many of our clients ask us why we talk about bookkeepers, management accountants, and tax accountants, and not just accountants.
(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.
1 HARBOR DRIVE #300
SAUSALITO, CA 94965
7250 REDWOOD BLVD,
NOVATO, CA 94945
t: (415) 418-0200
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.