Wineries Experience Major Benefits From Cost Segregation

With the increased popularity of wineries, advancements lead to more tax savings. Vineyards and wineries have been in existence for thousands of years. Recently, however, they have become more than a center for manufacturing – they have transitioned into a destination for entertainment and tourism. People travel to a location specifically for wine, they host…
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Protea Conversations: Tracy Baron Garcia

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 family. This allowed Protea to attract extremely talented individuals who were previously overlooked.  Protea strives to…
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Excess Inventory, Now What?

Excess inventory is a fact of life in the wine business. The world can change dramatically in the year or two between planning production and going to market with a wine. As winery ourselves, we had to figure out how to sell excess inventory without damaging our long-term prospects for success. Recently, we have worked…
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Setting You and Your Employees Up for Greater Financial Success

The regulators taking over Silicon Valley Bank and the speed at which it happened shocked many of us. As employers navigate the ongoing volatility and uncertainty in the markets – businesses can take measures to: Increase their liquidity. Diversify their service providers and suppliers. Protect their systems/data. Put risk management and insurance protection in place…
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Protea Conversations: Jeremy Little

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 family. This allowed Protea to attract extremely talented individuals who were previously overlooked.  Protea strives to…
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