(415) 418-0020 info@proteafinancial.com

Protea Financial provides services to take over the burdens and responsibilities of finding, managing, and training an accountant or bookkeeper for businesses and free up proprietors’ time, so they can focus on building their businesses.

(To) Leverage is defined, simply, as using something to its maximum potential. In business, we want to leverage our core resources, time, capital and skilled people to create the best service or product possible. Ultimately, unifying the big 3 to create a successful business that can sustain growth.

But what happens when trends/markets shift, or a resource becomes scarce? As a business leader, you are charged with tapping into your creativity to pivot and try to find a solution.

Although you can’t get time back, you can manage your time better, therefore, creating more. Capital can be acquired through a loan, investment or streamlining operations. Skilled people can be hired, but, as unemployment is at a generationally low figure, ‘talent’ represents the resource that is the hardest to replace and most expensive to find.

Protea Financial has the solution to your accounting and bookkeeping ‘talent’ issue. We have an abundance of financial services skill as our team is rich in accountants and bookkeepers to support your corporation or SMB.

“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 upon.”

Timely Financial Data

Managing finances for your organization takes a team that is often comprised of a CFO, controller, accountants, and bookkeepers. Each plays a significant role that ranges from financial strategy to expense documentation and report generation. As the business has evolved and many entrepreneurs bootstrap their business or don’t have the budget to hire an army of experts, Protea shines.

We are involved as you need us, either in a support role or taking the lead and organizing your books and implementing timely financial reporting to ensure your leadership can act on real-time data.


End of the fiscal year, quarterly sales taxes payments, services terminated due to non-payment – deals missed due to inaccurate financial data. In order to do what you do well, the accuracy of your financial data is paramount to operate your business.

End of the fiscal year – or even end of the month, payroll, inventory management, sales tax compliance are all instances where or effort is immediately felt. Your Protea team of headed by an accountant and flanked by a team of bookkeepers will manage your accounts and provide you with actionable insights from your General Ledger and management reports.

High Quality

If you want to make a great dinner, you’ll need to use high-quality ingredients. It’s the same for business – the DNA of a successful business starts with the highest quality financial data. With a landscape that is ever-changing, business leaders need to be able to respond at a moment’s notice. Accurate and timely financial reporting supported by an accountant that understands your business goals is the definition of ‘high quality’.

Protea Financial is the lever that you should pull in order to maximize your financial opportunities. We serve businesses both big and small and offer your company a team of trained financial experts that offer both value and insight.

If you’d like to know more about how we can make a difference to your organization, please request an evaluation.

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