Operationally Integrated Financial Services
Protea Financial works within the construct of your organization to allow your business to remain agile, informed and profitable. Our team’s focus is to free you to do what you do best. We are accounting and bookkeeping experts – we do what we do and do it well. We want you to do what you specialize in and leave the books to us.
Protea Financial provides our clients the freedom to cultivate their business without the need to staff themselves with accountants and controllers. You can be your own CFO and we will take care of the day to day bookkeeping.
As a value add, we provide you with an accountant to be your point person. Your account manager will work with your organization to design a program that fits with your accounting needs.
The advantage of outsourcing your financial services – predictability and control. No costs of hiring, training or concern with the organizational fit. A constant commanding presence working side by side with your CFO or business leader.
Our Financial Services
Accounts Payable | Accounts Receivable | Management Accounts | Sales Tax Reporting | Payroll Tax Reporting | Bank Reconciliation | Inventory Management | Order Tracking | Inventory Tracking | Cash Flow Projections
We were acquired and needed a resource that could be the cornerstone of our daily accounting while providing highly prized guidance when closing our fiscal year. Zane's team helped us transition from private owner to private equity in a 30 days. We never skipped a beat, the velocity of our business only sped up due to the efficiencies created by the support.
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If you are ready for real change in how you use your most valuable assets - time & money, fill out the form and an account manager will reach out to you right away.
As wineries search for growth in today’s digital world, the accountant vs bookkeeper debate has become all the more relevant. Innovation,...
Direct-to-consumer sales continually grow in importance for small wineries in the face of distributor consolidation.
Most small wineries fail to properly maximize profit when setting prices. In fact, most wineries evaluate and change their wine pricing too infrequently
R&D is often associated with technology and life science companies from Silicon Valley and San Francisco, but head less than 100 miles north into wine country, or any other appellation across the United States
We have seen wineries set prices incorrectly (and not maximize profit), waste precious working capital on production on their less-profitable wines, and lose money on wines because they set marketing and programming budgets using a simple average cost, rather than a product-specific cost.
Many of our clients ask us why we talk about bookkeepers, management accountants, and tax accountants, and not just accountants.
(To) Leverage is defined, simply, as using something to its maximum potential. In business, we want to leverage our core resources, time, capital and skilled people to create the best service or product possible. Ultimately, unifying the big 3 to create a successful business that can sustain growth.
7250 REDWOOD BLVD,
NOVATO, CA 94945
1 HARBOR DRIVE #300
SAUSALITO, CA 94965
t: (415) 418-0020
Protea’s goal is to provide, at costs below the market average, timely, accurate, and high-quality financial information on which a business can act.