Who We Work With

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

What we do

Protea Financial provides outsourced operational accounting for wineries and select beverage businesses. We support read more

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

protea-financial

Boost Your Winery’s Profits with the Right Accounting Software

Running a winery is a labor of love, but managing finances shouldn’t feel overwhelming. With tools like QuickBooks, small wineries can streamline operations and boost profitability. I know that read more

QuickBooks

Winery Accounting Terms You Need to Know

We’ve all been there, lost in a conversation about COGS and EBITDA and hoping no one asks you to explain what they mean let alone what the acronym stands for. Being well-versed financially is an read more

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Don’t Fall Victim to the E-mail Compromise Scam

West African organized-crime rings have been targeting U.S. business with “business e-mail compromise” scams that are costing firms millions of dollars every year. Losses to businesses tha read more

What Does Active Do?

    Recently a potential client emailed the sales team to ask how Active could produce technology services for this medium sized winery based on their basic needs including their multiple lo read more