Complete Outsourced Financial Services

Simplify your winery’s accounting so you can run a more successful business.

Our accounting services keep you informed and agile so you can make the best decisions and operate efficiently

Wineries and alcohol producers need clarity around their business’s finances. But your complex business is, well, complex.
How can you keep track of everything yourself?

Protea Financial frees you from the burden of accounting and bookkeeping without the need for hiring a whole team of financial experts. Tailor the perfect package of services to address your operation’s specific needs, empowering you to regain control and predictability in your business.

Bookkeeping Services


Stay on top of every penny to ensure you’re never blindsided by surprise costs.

Inventory Management


Keep track of every bottle, everywhere, so you can operate more efficiently.

Management Accounts


Monitor vital accounts, balance sheets, and cash flow for improved planning.

Payroll Services


Focus on your people, not their paychecks, by outsourcing payroll tasks.

Compliance Services


Know your winery is always compliant with sales tax reporting and payments.

Outsource your accounting and bookkeeping is the key to a flourishing business.



With our outsourced accounting team, you have all the experts you need. No need to wade through applications and interviews or add to your payroll.



You’ll always have access to your books and vital information. You can also expect prompt communication from your dedicated team.



Protea Financial is an entire company of accounting professionals. Never fear lacking the answers to crucial financial questions ever again.



The solution you get from Protea Financial is customized to your winery. Get exactly what you want and need, nothing more.

They are high-functioning problem solvers.

When our wine company was a few years old, we needed to being exploring financing options in order to support our growth. We needed to level-up our financial reporting so we were “bank-ready”.

We researched for a financial accounting firm who was steeped in experience working with larger wine companies, and who had a track record of happy clients.

Protea was referred to us by three separate parties that we trusted, and they were our obvious choice. They are high-functioning problem solvers who are detailed, committed to quality work, reliable, and great communicators. They have immensely helped our business, and I love working with them!

James Gray, Co-Founder at Sophie James Wine Co.

James Gray
Co-Founder at Sophie James Wine Co.

Sophie James Wine Co logo

A simple path to simplified bookkeeping



Click below to schedule your first consultation. It’s completely free, and designed to discover your needs.



Based on your winery’s unique requirements, we will customize an accounting solution specifically for you.



With bookkeeping and accounting taken care of, you are free to do what you love most: make fantastic wine.

Schedule a Call
Accounting and Bookkeeping Services for Wineries from Protea Financial

Protea Financial helps free you from the headache of bookkeeping while improving visibility and control in your business.