At Protea Financial, we understand that choosing a bookkeeping partner is a decision built on trust. You are not just handing over your receipts; you are entrusting an individual or firm with the financial heartbeat of your winery. For a business as complex as a winery, this decision is even more critical. A generalist bookkeeper…
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The team at Protea Financial frequently engages with winery owners who possess a clear, inspiring vision for their future: expanding vineyards, launching new varietals, breaking into new markets, or even planning for succession. These ambitious long-term goals are the lifeblood of growth. However, we consistently find that the bridge between this grand vision and its…
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Bookkeeping is often the central character in the ballet of corporate finances. It’s the painstaking recordkeeping, classification and aggregation of financial transactions that make up the core of your business’s financial wellbeing. Yet, as your business grows and evolves, do we need to keep books in-house, or do we consider outsourcing? Here at Protea Financial, we understand…
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In today’s fast-paced business environment, choosing the right accounting solution is crucial for efficiency and success. QuickBooks Online (QBO) is already a trusted platform for countless businesses, but working with a QBO Elite Provisor can take your financial management to the next level. We’ll explain what it means to work with a QBO Elite Provisor, the…
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Managing your business’s financial records can often feel like an overwhelming task. The piles of receipts, invoices, and financial statements can quickly turn into chaos if not handled properly. But what if there was a way to transform this chaos into order effortlessly? Outsourced bookkeeping offers a streamlined solution that can bring clarity and efficiency…
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Bookkeeping is not a new science. Historical records indicate bookkeeping existed as early as 6000 B.C. Ancient Babylonian kingdoms recorded inventory from crops. Bookkeepers in Greek and Roman societies counted and noted agricultural crops, as well as payments to farmers. While bookkeeping may have been around for thousands of years, they are just as important…
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