How Protea helps connect profitability, cash flow, and better business decisions “The P&L says we made money. So why doesn’t the bank account show it?” It is one of the most common financial questions winery owners ask, and it is a fair one. The Profit and Loss statement may show positive net income, but the…
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How Protea helps translate margin questions into better business decisions “We charge premium prices, so why aren’t our margins higher?” This question can come up when a winery owner believes pricing should support stronger profitability. However, gross profit or overall profitability is still lower than expected. This is a reasonable question. Premium wineries charge Premium…
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QuickBooks Desktop is your accounting system that your winery depends on, but when it sits on one office computer or a local server, it slows down the people who need the file most. Your bookkeeper may be entering vendor bills, your controller may be reviewing inventory value, your CPA may need year-end reports, and your…
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Introduction Margins across the wine industry continue to tighten, yet many of the biggest cost drivers – shipping, telecom, and waste services – often go unreviewed for years. The challenge isn’t always just the size of these expenses. Often, it’s also visibility to the cost overages. Most wineries are focused on where they should be:…
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I talk to self-employed borrowers all the time who have been told they can’t qualify for a mortgage. They’re running profitable businesses, sitting on real assets, and generating solid cash flow, but somewhere along the way, a lender looked at their tax returns and said no. Here’s what I want you to understand: that’s not…
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A companion guide for wineries ready to move from reactive accounting to strategic financial leadership. Most winery owners know when their accounting isn’t working. But few know what a truly effective accounting partner should look like in the wine industry. Choosing the right partner is not about finding someone who can “do the books” or who is…
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