But if you lack understanding of your financial picture, you’re flying blind.
Do you know the true costs of running your winery?
Are business decisions based on great financial data?
Has the size and scale of your operation made it unwieldy?
Our outsourced accounting services are tailored to the unique needs of wineries. Your profession is challenging, and every detail matters to your bottom line. We help bring the numbers into clear view so you can run a more profitable business.
Everything from bank reconciliation to cash flow projections to AR/AP
Optimize purchasing and inventory systems with our proactive planning
Fortify operations with reporting on sales, costs, KPIs, and key forecasting
We take care of payroll reports, time cards, onboarding, and more
Stay on top of your sales tax reporting at all times to avoid costly penalties
When we first contacted Protea to speak with Zane, we immediately felt comfortable and started work with him and the Protea team right away.
We continue to work with them because of their experience in the wine industry and their responsive and thoughtful approach to our needs. They listen, are on time, and provide the valuable data we need to grow.
The Protea team has a strong pulse on the industry and they give us a helpful push when needed. The peace of mind Protea provides to us is huge – it’s the overarching theme of what they do. It allows us to sleep at night and run a thriving winery.
Kate Graham and Hardy Wallace,
Owners / Winemakers at Extradimensional Wine CO. Yeah!
For small – to mid – size wineries, accounting and bookkeeping can be enormous burdens. Dozens of employees, hundreds of expense accounts, thousands of bottles of inventory… To account for it all yourself would be impossible, and hiring a whole team would be impractical.
Protea Financial takes those burdens off your shoulders for a fraction of what you might expect to pay.
Our outsourced accounting services offer you the expertise and capacity of a full team without the need to hire a single person. With bookkeeping tasks off your plate – and without breaking the bank on new staff – you can take your winery to new heights.
At Protea Financial, we recognize that for every winery, the monthly close is a non-negotiable financial ritual. It’s the critical process of reconciling accounts, posting accruals, and generating essential financial reports like your Profit & Loss statement and Balance Sheet. While absolutely vital for accurate financial insights and strategic planning, this process can often consume…
At Protea Financial, we know that the rhythm of a winery extends far beyond the seasonal cycles of the vineyard. Every month brings the critical financial cadence of the “monthly close” – a vital process that summarizes your winery’s financial performance and position. While it can sometimes feel like a daunting task, a streamlined and…
At Protea Financial, we know that running a successful winery demands meticulous attention to detail, both in the vineyard and in your financial records. While the excitement of new vintages and customer experiences takes center stage, overlooking the seemingly mundane task of reconciling all your bank accounts and credit card statements can lead to significant…
Protea Financial is responsive, affordable, and absolutely lovely to work with. I always receive my customized monthly reports in a timely manner which gives me the real-time financial information I need to navigate these challenging times with confidence. I can’t say enough good things about their knowledge, capabilities, responsiveness, and professionalism, and I can’t imagine operating my business without Protea Financial in my corner.
Destiny Burns,
Owner, CLE Urban Winery
