Client Case Study How Protea Took Over a 500,000-Row Compliance Process in Just Two Weeks Get a Free Consultation The Client When the controller of a specialty wine retailer and e-commerce business announced their departure, the company faced an immediate challenge. The business processes a high volume of online sales to customers across the United…
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Client Case Study How Premier by Protea Helped a Client Untangle a Backlog of Unmatched AP and AR Get a Free Consultation The Client The client had recently handed off Accounts Payable and Accounts Receivable to a new team member. It’s a common story: someone new steps into the role, priorities pile up elsewhere, and…
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Client Case Study How Protea Financial Helped a Winery Untangle a $250,000 Sales Tax Assessment Get a Free Consultation The Challenge When this winery first signed on with Protea, the job was simple. Post the monthly sales. Reconcile the balance sheet. Close the books on time. Nothing complicated. A few months into the relationship, that…
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How a Winery Maintained Financial Continuity Through Years of Internal Change Get a Free Consultation The Challenge Managing people is tough! As businesses grow, their staffing needs naturally evolve and can become more complex. For one winery, several years of internal hiring, team transitions, and changing accounting capacity led to financial responsibilities continually shifting. Sometimes…
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How Financial Visibility Helped Preserve Options During an Ownership Transition Get a Free Consultation The Challenge When an estate-owned winery entered the process of being divided among multiple beneficiaries, the future of the business became uncertain. While one family member remained actively involved in the winery, the other owners intended to sell the property. To…
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How Careful Reconciliation Changed the Outcome of a Tax Audit Get a Free Consultation The Challenge Ownership transition tends to lead to complexity. A business undergoing a transition received notice of a Transient Occupancy Tax (TOT) audit by the residing county covering a prior reporting period. This business had previously received routine county inquiries, but…
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