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What we do
Protea Financial provides outsourced operational accounting for wineries and select beverage businesses. We support
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Who We Are
Protea Financial is an outsourced operational accounting partner built specifically for wineries and select beverag
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Year-End Financial Cleanup for Wineries: Why “Good Enough” Is No Longer Enough
For wineries, year-end is not simply an accounting exercise. It is the point at which financial discipline either shows up or years of small compromises finally catch up.Too many wineries treat year-e read more
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QuickBooks vs odoo for Wine
Let’s Build a Smarter Winery OperationAt Azmera, we help wineries modernize their operations — integrating odoo with DTC and winemaking platforms to create one connected, data-driven busin read more
How a Financial Management Process Can Help You Beat the Odds
30% of Wineries Won’t Survive - Will You? “The crop will be great this year, but the harvest will be low.”That’s the best line I heard at two recent industry meetings. Win read more
Meet AWG Wine Advisors.
MEET AWG WINE ADVISORS.Need help with bookkeeping? Wine compliance? Financial statements? Taxes? AWG Wine Advisors is the competitive advantage your winery has been waiting for
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Why Protea Financial Is the Premier Accounting Partner for the Wine Industry
In today's fast-moving wine sector, wineries need more than accounting; they need a partner who truly understands the vine-to-bottle journey. Protea Financial stands head and shoulders above read more
Platform Uncorks New Opportunities
PLATFORM UNCORKS NEW OPPORTUNITIESAWG Wine Advisors (formerly Allen Wine Group) Acquired by Platform Accounting GroupSanta Rosa, August 5, 2025 - Platform Accounting Group announced a northern Califor
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Premium CPA Firm Offers Full Spectrum Financial Accounting Services Focused Specifically on Wine Industry
With more than 15 years of financial acumen housed in a team of 20 professionals that includes seven licensed CPA’s
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Allen Wine Group Wine Accounting Accounting Financial Management Bookkeeping Winery Compliance Tax Services CPA
Tips from WGits: 2024 Accounting Tools Comparison
Here is a comparison of three of the most common accounting solutions for mid-size companies. Below we’ll share the pros and cons and which accounting software that will benefit you the most.Qui read more
