(415) 418-0020 info@proteafinancial.com

Winery Bookkeeping and Accounting


Pairing Solutions With Your Role

Protea Financial can support you with everything from bookkeeping services, order processing and inventory tracking to handling management accounts and tax schedules. 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.


Chief Financial Officer

You’ve built the strategy and need more infrastructure. Protea can offer around the clock support with heavy lifting while you manage the Board of Directors and internal teams.



Bookkeepers never seem to have just one job. You need support with bigger tasks – closing the end of year, filing taxes or even processing orders. We can help.



The plan has been approved by your CFO or owner, but lack the staff with the expertise to do the work. Protea bookkeeping services can support you while you manage the big picture. 


Banker & Financier

We work closely with lenders, bankers and private equity to support their clients. We specialize in organizing the most challenging accounting jobs.

The Protea Advantage

Accounting Expertise Without The Overhead


There are many experts offering their CFO advice, but someone still has to do the dirty work. We meet the needs of business owners by listening first and developing a clear, tangible strategy for financial success. Our team works around the clock to support your company with all your accounting needs.


Why Outsource Your Accounting?

When you take your car to the shop – it’s not outsourcing. You are taking sophisticated machinery to an expert – for peace of mind that your precious cargo will be safe. Placing your accounting into our hands allows you and your organization to focus on building business without the need for a full-time accountant to manage your books. You aren’t mitigating risk in so much as you are being responsible with your cashflow by hiring an expert without the overhead.

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

Protea Conversations: Theresa Wray

Protea Conversations: Theresa Wray

Protea Financial was founded in 2014 to provide high-quality outsourced accounting at an affordable price.  Given Protea’s flexible work environment, the Company especially appealed to accountants who wanted to re-enter the workforce after taking time off to start a...

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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