Tag: financial forecasting

BackCasting: A New Approach to Strategic Planning for 2025

Imagine you’re sitting at your kitchen table on December 31, 2025, reflecting on what an amazing year you’ve just experienced! What made this year so wonderful? (Pause for self-reflection.) How will you know that the year was a success? Several years ago, I became frustrated with the traditional forecasting models used by small businesses. Why?…
Read More

Financial Forecasting 101

If you’re a business owner or been thinking about opening up a new venture, the thought of improving its performance must have crossed your mind. And that’s where financial forecasting comes into play.  It’s simply the process of looking into the future of your business based on historical data and trends. In this post, you’re…
Read More

Winery accounting
that helps you grow.

Join 500+ wine business owners in the know, getting the latest accounting news in the wine business.

Services

Bookkeeping Inventory Management Management Accounts Payroll Compliance

About

Why Outsource Winery Accounting Our Team

Resources

Blog FAQs

Contact us!

Social

Get in touch

Protea Financial
7250 Redwood Blvd
Suite 300
Novato, CA 94945

Email

info@proteafinancial.com

Phone

(415) 418-0020

Free Consultation