Protea Financial Case Studies

Client Case Study How Financial Clarity Gave aValues-Driven Winery Peace of Mind Get a Free Consultation At Protea Financial, our best work happens when clients want more than reports; they want understanding, clarity, and partnership. This case study highlights how a values-driven winery used improved costing, honest conversations, and proactive financial systems to move from…

When Accurate Tracking Prevented a Compliance Crisis Get a Free Consultation Overview A small family-owned and run vineyard operation, producing wine through a custom crush facility and running a home-based tasting room, relied on outside support to maintain its financial and compliance records. Their priority was simple: clean, timely financials for their tax CPA. Yet…

Recovering Hidden Value:How We Helped a WineryReclaim $3,500 in Overcharges Get a Free Consultation We often work with small, craft producers and boutique winery Businesses that represent more than just revenue: they embody the owners’ passion, dreams, and livelihood.In this case study, we show how a seemingly minor concern (merchant fees) revealed a deeper opportunity,…

Guiding a Legacy Through Financial Turbulence Get a Free Consultation We are in the business of helping wineries. We do this often for smaller, family-run wineries. In the case study below, we will describe how we helped examine a sole proprietorship winery, an independent, family-run business dedicated to preserving a legacy. More than just a…

From Compliance Stress to Strategic Support: How Protea Financial Helped a WineryNavigate Lending Requirements Get a Free Consultation For many small wineries, success is built on craft, heritage, and the quality of each bottle, not on financial reporting and spreadsheets. But when they can get their financial information in order, they can take steps to…