Author: jeremy
Accountant vs Bookkeeper
[et_pb_section fb_built=”1″ _builder_version=”3.22″][et_pb_row _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”] As wineries search for growth in today’s digital world, the accountant vs bookkeeper debate has become all the more relevant. Innovation, technology, and eCommerce have made traditional marketing strategies for wineries nearly obsolete. As RaboBank recently highlighted, only those wineries […]
Harnessing Data for Tasting Rooms
Direct-to-consumer sales continually grow in importance for small wineries in the face of distributor consolidation.
Maximizing Profit Through Wine Pricing
Most small wineries fail to properly maximize profit when setting prices. In fact, most wineries evaluate and change their wine pricing too infrequently
5 Things to Know about R&D Tax Credits for Vineyards and Wineries
R&D is often associated with technology and life science companies from Silicon Valley and San Francisco, but head less than 100 miles north into wine country, or any other appellation across the United States
The Importance of Product-Specific Costings
We have seen wineries set prices incorrectly (and not maximize profit), waste precious working capital on production on their less-profitable wines, and lose money on wines because they set marketing and programming budgets using a simple average cost, rather than a product-specific cost.
What are the differences between a Bookkeeper, a Management Accountant, and a Tax Accountant?
Many of our clients ask us why we talk about bookkeepers, management accountants, and tax accountants, and not just accountants.
Welcome to Protea Financial
(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.
