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Protea works with wineries and select beverage businesses that want disciplined, dependable financial operations.While our clients vary in size and structure, they share a common trait: they care abou read more
Protea Financial provides outsourced operational accounting for wineries and select beverage businesses. We support
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COGS isn’t the sexiest topic, but your winery can’t afford to ignore itCost of Goods Sold (COGS) isn’t exactly a dinner-party topic—but your winery can’t afford to i
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If you run a tasting room, you know this situation well.A guest has a great visit. They taste through the wines, fall in love with them, and decide to join the club. They set their shipments to pickup
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Protea Financial is an outsourced operational accounting partner built specifically for wineries and select beverag
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Sorren, a Top 50 national tax, accounting, and advisory firm, announced today that Connected Accounting, an innovative technology-forward accounting firm with deep roots in Los Angeles, has joined the
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What your tech should make easierWinery teams are busy enough.Technology should reduce friction — not quietly create it.But over time, many wineries start to accept things like:Extra steps at ch
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Activ8commerce wine-club sales-system winery-POS marketing DTC allocation ecommerce dashboard report Quickbooks Tock Shipping Reservations Table-seating Restaurant Klaviyo Shopify Stripe
Over the Christmas/New Year break, we took our own advice to heart and migrated to odoo for our own consulting business.Over the last few months as we've been building out our read more
February 10, 2026 (Napa / Sonoma, CA) — On Wednesday, March 4, 2026, from 3:00 – 5:30 p.m., the Winemaking & Viticulture Roundtable of the Napa-Sonoma chapter of Women for WineSense (
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