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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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2026 Wine Sales Symposium Registration Now Open
Join winery leaders and industry experts to explore the strategies shaping the future of wine sales.The wine ind read more
Who We Are
Protea Financial is an outsourced operational accounting partner built specifically for wineries and select beverag
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Extensions: Why Filing One Can Protect Your Winery
Most winery owners and their employees hear “extension” and think one thing:We’re late.That is not what an extension means. In many cases, filing an extension is a protective move. I read more
Featured Today on WIN Marketplace: Is It Time to Sell Your Winery or Vineyard Home?
Is it time to sell your winery or vineyard home?Are you ready for your next chapter?read more
Introducing VINTAGE² | A New Practical Framework for Wineries to Gain AI Search Visibility
I’m pleased to introduce VINTAGE², a new education system created specifically for wineries that want to better understand how AI is reshaping marketing, communications, and brand visibilit read more
AI marketing for wineries AI speaking AI education winery marketing strategy winery digital marketing AI readiness for wineries winery brand strategy direct to consumer wine marketing AI visibility for wineries
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
9 Questions Every Winery Owner Should Ask Their Accountant
Before you dive into the details, here are the nine questions every winery owner should be asking. These will help you focus on key issues and quickly determine if you are getting the information you read more
Future-Proofing Your Wine Brand: 5 Practical Ways to Build Resilience in Today’s Market
The wine industry is going through major market changes. Some wineries are posting grow read more
Cultivating a Timeless Wine Brand in Changing Times: This Thursday at the WIN Expo
WIN Expo is Thursday (December 4, Santa Rosa).Adam Bird presents "Cultivating a Timeless Wine Brand In Changing Times" in the Sales & Marketing track.If you haven't registered: This session is for
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