(415) 418-0020 info@proteafinancial.com

Outsourced Financial Services


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

Accounts Payable

Transforming your accounting process starts with accurately managing your (AP) accounts payable.

Accounts Receivable

(AR) accounts receivable are the invoices you are owed for goods or services rendered. We’ll keep you paid in a timely fashion.

Management Accounts

Review your balance sheet, cash flow and income statement monthly to improve business planning.

Tax Reporting

We will process and submit both your sales tax and payroll taxes to the state or federal govt.

Cash Flow Projections

Our team will approximate the amount of your cash flowing in and out of the business on a monthly basis.

Inventory Tracking

We will measure for inventory tracking and add your inventory into your tracking or warehouse software.

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.

Steven T. Smith II

General Manager, Chatterbox Wine Marketing

Request An Evaluation

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.

Contact Protea Financial

SUITE 300,
NOVATO, CA 94945

e: info@proteafinancial.com
t: (415) 418-0020

Why Protea:

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.

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