Inventory management

Maintain control of your inventory so you can operate with efficiency.

Build a better inventory system, grow a stronger business

Build a Better Inventory System for Your Winery Protea Financial

As wineries product and sell more and more bottles, inventory management becomes a more and more important job. The key to effectively controlling your inventory – along with your whole operation – is building a system that makes it easier to count, locate, and manage those bottles. Without an intelligent, active system in place, errors and discrepancies could balloon costs and threaten your bottom line. Can you and your business really afford the time and manpower it takes to count every bin, every SKU, in order to hope to get a somewhat accurate picture of your inventory?

Prevent errors, limit costs, increase efficiency

There are three things you can do with an inventory management system built by Protea Financial. We construct this system around your business’s unique needs. Its mission is to make it easier to know exactly what, where, and how much you have. That fundamental knowledge is vital for so much more than loss prevention alone.

Accounting Basics Protea Financial

Process evaluation

Let’s begin by evaluating your current inventory management system. Identifying KPIs will help us create a system to maintain or improve accuracy of inventory and goods depletion.

Annual Reports and Taxes Protea Financial

Inventory reconciliation

Our team will conduct a thorough reconciliation against invoices, including inventory in transit, to find discrepancies. Your new system will feature thresholds designed to prevent inventory bloat.

Management Accounts Protea Financial

Purchasing optimization

Stop warehousing extra inventory, either in an actual warehouse or on your books. We’ll help you maintain control over purchasing to stop runaway spending and increase efficiency.

Protea gives me the luxury of not having to think about my books.

As much as I loved the people we worked with prior to Protea, in Bookkeeping working with a sole practitioner can be a single point of failure. Any emergency in their lives means there is nobody to do your books so finding the right firm is critical to running a successful wine business!

Luckily someone I trust recommended Protea. Their outstanding team works fast and has the soft skills needed in this business, and their efficiency and attention to detail mean I can relax and do what I love. And, my monthly bookkeeping costs have not increased at all.

I am working with a firm that delivers a great product at a reasonable price. An added benefit: I now have less frustration, less stress, and my books are always current.

If you want to spend your time doing what you do best, let the experts at Protea give you the luxury of not having to think about your books.

Bill SweatCofounder at Winderlea Vineyard and Winery

Bill Sweat
Cofounder at Winderlea Vineyard and Winery

Winderlea Vineyard 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.

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Inventory Management Operate Your Winery Smoothly Protea Financial

When inventory management is built on a smart, thorough system, it’s easier than ever to save money and operate more smoothly.