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…
Read More
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…
Read More
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…
Read More
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…
Read More
