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Protea Financial

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Overview

$50 - $99/hr

Avg Hourly Rate

10 - 49

Employees

2014

Year Founded

ABOUT PROTEA FINANCIAL

Accounting expertise without the overhead

Protea offers prompt, precise, and top-notch bookkeeping and accounting services tailored for the wine and broader beverage sector. Based in the San Francisco North Bay Area, our management team and account managers equip business owners and managers with essential financial insights for informed decision-making. Our objective is to deliver high-quality financial information at a cost lower than the market average, enabling businesses to take action. We specialize in alleviating the challenges of recruiting, supervising, and training an accountant or bookkeeper. Protea can either handle all standard bookkeeping and accounting as a fully-outsourced service or integrate a dedicated full-time or part-time accounting professional into your team at a substantially reduced expense compared to hiring directly. Our aim is to provide prompt, accurate, and exceptional financial information for businesses at a lower cost than competitors.
LANGUAGES SPOKEN
English
HIGHLIGHTS

$50 - $99/hr

Avg Hourly Rate

10 - 49

Employees

2014

Year Founded

Services
Focus
Industries
Clients
Services Provided
60% Accounting Services
40% Bookkeeping Services

About the Team

OUR STORY
At Protea Financial, we specialize in supporting wineries as they evolve and grow, providing expert outsourced accounting services designed to foster confidence and agility. Understanding the dynamic nature of winery operations—from grape cultivation to strategic product placement—we offer comprehensive solutions including bookkeeping, financial reporting, tax compliance, inventory management, payroll processing, budgeting, cash flow documentation, and key account insights. Our approach emphasizes clear communication and meticulous attention to detail, helping clients streamline their financial protocols and focus on brand development. Trusted by industry leaders like Jake Krausz of Arkenstone Winery, Protea Financial strives to strengthen winery businesses with affordable, precise accounting expertise tailored to their unique challenges and ambitions.

Projects & Clients

Project Size & Rate
Average Hourly Rate

$50 - $99/hr

Locations

Headquarters

7250 Redwood Blvd Suite 300

Novato, California, United States 94945
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