At Protea Financial, we know that the rhythm of a winery extends far beyond the seasonal cycles of the vineyard. Every month brings the critical financial cadence of the “monthly close” – a vital process that summarizes your winery’s financial performance and position. While it can sometimes feel like a daunting task, a streamlined and…
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At Protea Financial, we’ve witnessed firsthand the transformative power of strategic investments in technology within the wine industry. While the heart of your craft lies in the vineyard and the cellar, the efficiency of your operations, particularly on the administrative and logistical fronts, plays a crucial role in your overall profitability. Join our financial experts…
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At Protea Financial, we understand that running a successful winery involves more than just crafting exceptional wines. It requires efficient management of everything from vineyard operations to sales and financial reporting. That’s why we’re passionate about helping wineries leverage technology to streamline their processes and maximize profitability. Our team of bookkeeping experts are showing key…
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As winery owners, we know your passion lies in crafting exceptional wines. But running a successful winery is a delicate balance between the art of winemaking and the science of business management. At Protea Financial, we understand the unique challenges you face in preserving tradition while embracing efficiency, especially when it comes to the often-overlooked…
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Expense management. These are two words that can make even the most seasoned entrepreneur cringe. Tracking receipts, categorizing expenses, and reconciling the balances can be an endless chore and waste of time and energy. But what if we could show you that expenses could be automated, streamlined, even… dare we say… enjoyable? We at Protea Financial are passionate…
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The Intuit Connect 2024 conference provided a comprehensive look into the latest in accounting, bookkeeping, and technology. This year’s event had it all: an abundance of networking, practical advice, and some fresh approaches from industry leaders. Here’s an in-depth look at some key takeaways and memorable moments. Starting with General Reflections The conference opened with…
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