Succession Planning – Preparing to Buy Or Sell
As with most business transactions, supply and demand dictate the outcome. The same is true when buying or selling wineries and/or vineyards.
Like the taste of any fine vintage, your winery’s business is complex and detailed
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?
Protea Financial simplifies your accounting so you can focus on crafting amazing wine and building a robust business
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.
Make your winery stronger with our complete suite of outsourced accounting and bookkeeping services
Bookkeeping
Services
Everything from bank reconciliation to cash flow projections to AR/AP
Inventory
Management
Optimize purchasing and inventory systems with our proactive planning
Management
Accounts
Fortify operations with reporting on sales, costs, KPIs, and key forecasting
Payroll
Services
We take care of payroll reports, time cards, onboarding, and more
Compliance
Services
Stay on top of your sales tax reporting at all times to avoid costly penalties
The peace of mind Protea provides to us is huge!
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!
We Empower Wineries.
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.
Outsource your accounting and bookkeeping is the key to a flourishing business.
Keeping you up-to-date on winery accounting
Read More
How to Create a Budget
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Zane Stevens
Bacon ipsum dolor amet spare ribs porchetta ribeye ham hock short loin, meatloaf kevin meatball. Pork loin frankfurter pig alcatra filet mignon strip steak, prosciutto venison biltong beef fatback boudin bacon. Tenderloin rump bresaola boudin cow. Beef prosciutto tail pancetta corned beef. Rump kielbasa meatball pork chop swine shoulder. Sirloin ham picanha pork, short ribs…
I can’t imagine operating my business without Protea Financial.
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
