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The Real Cost of Not Knowing Your Cost of Goods Sold
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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Who We Are
Protea Financial is an outsourced operational accounting partner built specifically for wineries and select beverag
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Thinking of Selling Your Business? Here’s What You Need to Know
Selling your business is a monumental decision. Whether you’re ready to retire, pursue new ventures, or capitalize on your business’s value, the process requires careful planning and prepa
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What Drives Winery Health in 2026? The Data Behind Your Winery's Financial, Operational & Cultural Success
Winery health isn’t defined by one metric. It’s a reflection of how well a winery performs across three key dimensions: financial resilience, operational excellence, and cultural strength.
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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
Beyond Discounts: How Loyalty Points Drive Customer Retention for Wineries
For years, discounting has been the default lever wineries pull to spark sales and reward loyal customers. But in today’s crowded marketplace, deep discounts can erode brand value and condition 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
Harvesting Value: Fundamentals of Finance for Young and Beginning Farmers
Event Type: Webinar
Event Date: 09/17/2025
Location: Vritual
This free webinar is designed for young, beginning, or small-scale farmers looking to build a stronger financial foundation in agriculture and will include: The fun
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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
