Protea Financial

(on redwood blvd)
Accountants & Bookkeeping in Novato, CA
Accountants & Bookkeeping
Financial Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

7250 Redwood Blvd
Novato, CA
94945

About

Protea Financial provides flexible, audit-trained bookkeeping and accounting solutions for wine and wine-related businesses. With a management team and senior Account Managers based in the San Francisco Bay Area, we provide business owners and managers with financial information and insight for making decisions; timely, accurate, and high-quality financial information, at below-market costs.
Protea can provide any combination of standard bookkeeping and accounting for wine businesses, either as a fully outsourced service or by adding a dedicated full- or part-time accounting professional to your team at a significantly lower cost than what you would pay to hire an accountant or bookkeeper.

Photos

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Latest

Why outsource your accounting? Check out our latest blog post for 4 benefits of outsourcing accounting for your winery. PROTEAFINANCIAL.COM Winery Accounting Resources - Bookkeeping Services - Protea Financial
How many hours do you spend tackling the #accounting process for your winery? Add up the labor cost, and think about how much you'd save by outsourcing the task. PROTEAFINANCIAL.COM 4 Benefits of Outsourced Accounting For Wineries - Outsource Accounting
All businesses -- but especially wineries -- are looking for better ways to free up working capital and keep doors open. One accounting tip: Think about optimizing your payables process to get invoices cleared sooner. ACCOUNTINGTODAY.COM 3 tips to free up working capital and optimize payables
RIP to a true leader. We can all strive to be a bit more like you every day. At Protea we will continue our commitment to build a diverse group of leaders.
Looking for a little extra funding for your winery during these difficult times? Reassess your cash flow #forecasting model -- you may find something extra to squeeze out of the budget. More tips: ICAEW.COM Six ways to get cash flowing during the pandemic
Are you wondering how to boost your wine business? It's not too late to sign up for this virtual event to learn all about virtual tasting rooms and more. Get all the details here: https://www.winebusiness.com/news/?go=getArticle&dataId=234985
Just when you thought your favorite fast food taco chain couldn't get any better, Taco Bell rolls out Jalapeno Noir wine. This limited edition offering is making its debut in Canada. Read more: https://www.cnn.com/2020/09/14/business/taco-bell-wine-canada/index.html?utm_medium=social&utm_source=LINKEDIN_COMPANYbusiness&utm_content=2020-09-15T20%3A04%3A53
If your business is in the wine industry, we can help with specialized bookkeeping and accounting practices to ensure that your vineyard or winery thrive! Talk to us today about how we can help you focus more on what you do best, by allowing us to take care of the accounting, bookkeeping, and tax prep that we do best! #wineindustry PROTEAFINANCIAL.COM Accounting and Bookkeeping Services - Protea Financial - California
#throwbackthursday to our PROUD sponsorship of the Wine Industry Financial Symposium. Could not be happier to be part of such a great event! Looking to many more years supporting this excellent industry event. #wine #wineindustry #tbt
Regardless of whether you're a small winery hosting tastings or a full vineyard with annual crops, accurate bookkeeping is critical to running a successful business. Even when hiring an accountant, knowing the most efficient ways to keep records will save you time and money. #wineindustry BEGINNER-BOOKKEEPING.COM 12 Small Business Bookkeeping Tips
#pasowine PASOWINE.COM Annual Harvest Wine Weekend
This year California wine country faces not one, but two huge obstacles creating problems with both sales and inventory. #wincountry #wineryaccounting #wineindustry ABC7NEWS.COM First came COVID-19, then wildfire 'topped it off': Wine Country grapes damaged by smoke, lab confirms
Your winery may have a great inventory that keeps customers lining up. But you can still make your business even more successful by outsourcing accounting and bookkeeping services to specialists. #WineIndustry https://proteafinancial.com/
You may be an expert on wine, but accounting and finance are completely different matters. How can entrepreneurs in the wine industry manage these essential aspects of business? #WineIndustry https://yourstory.com/2020/09/modern-entrepreneurs-tips-finance-accounting-apps
Accounting and bookkeeping are both important functions of business, even for smaller companies. When you master these two aspects of business, you can handle your winery's finances much easier. #WineIndustry https://www.waveapps.com/blog/accounting-and-taxes/ebbing-and-flowing-five-ways-to-manage-small-business-finances
Studies show that 12-15% of customers are loyal to a single retailer, but those customers can make up around 50-75% of total sales. Still think that customer retention shouldn't be a priority for your winery? #winery #customerretention PROTEAFINANCIAL.COM Why Customer Retention is Imperative For a Winery | Protea Financial
Are you familiar with the concept of factoring? It's an important #accounting strategy that involves the accounts receivable pipeline and frees up your #winery cash flow. Learn more: https://www.business2community.com/finance/what-you-need-to-know-about-factoring-your-accounts-receivable-02347116 #wineries
Along with paring down your wine offering and taking advantage of outdoor space, #wineries should also consider investing in #accounting tech to help streamline operations. TOTALFOOD.COM Six Tips to Remain Viable Amid COVID-19 and Beyond
Thinking about outsourcing your winery's accounting operations? That's an excellent idea. This can definitely reduce your operating costs and allow you to really focus on the #winemaking process. #WineIndustry THEBALANCE.COM What Outsourcing Is and Why Companies Do It
Who we support. At Protea, supporting the community is important to us. Redwood Empire Food Bank is able to stretch every dollar donated thanks to the incredible amount of donated food we receive throughout the year, the efforts of remarkable volunteers who generously donate their time, and our ability to purchase food in bulk for a fraction of the retail cost. Donate here: https://refb.org/ways-to-give/make-donation/ REFB.ORG Make a Donation - Redwood Empire Food Bank
Now more than ever, companies are researching the benefits of #outsourcing business operations like accounting. Is it time you've considered doing the same? We've all had a pretty difficult year. #WineIndustry GULFBUSINESS.COM We are in the middle of a business outsourcing revolution
We do like to celebrate. Though we were not able to be together, it was great to celebrate the past year by participating in a Virtual Game Night. Congrats to all for the fun afternoon of trivia and thank you for lively conversation over a virtual lunch date. https://www.virtualgamenight.live/ VIRTUALGAMENIGHT.LIVE Virtual Game Night
Does your winery have a customer retention strategy? Returning customers are actually a larger portion of your sales than you may realize. #wineindustry PROTEAFINANCIAL.COM Why Customer Retention is Imperative For a Winery | Protea Financial
How to Grow Your Business Through Accounting Outsourcing PROTEAFINANCIAL.COM How to Grow Your Business | Accounting Outsourcing | Protea Financial
Business owners wear their fair deal of different hats every day. With so many different functions on their plate, accounting and bookkeeping can, unfortunately, get overlooked by business owners that result in penalties. Luckily, there are solutions such as outsourcing accounting that can prevent this from happening. Check out our blog to learn why you should outsource your accounting for your winery here: #accounting #wineries PROTEAFINANCIAL.COM 4 Benefits of Outsourced Accounting For Wineries - Outsource Accounting
Without a doubt, tax season can be an incredibly stressful time for businesses across the nation. Luckily, there are a few things that small businesses can do to make this time a bit less hectic. From not mixing personal and business expenses to not overlooking benefits, here are the top 11 tips you'll want to keep in mind. #accounting #wineries BUSINESS.COM Tips Every Accountant Should Give Their Clients - business.com
Small Producers Tax Credits for Everyone! PROTEAFINANCIAL.COM Small Producers Tax Credits For Everyone! | Winery Tax | Business Tax
Are you starting your own winery? There's a lot to think about when you first start but it can all be worth it at the end of your business is built for success. Ensure this success by: - Understanding cash flows. - Keeping books. - Not forgetting about taxes. - Knowing our financing options. Learn more: #bookkeeping #wineindustry ENTREPRENEUR.COM Starting a Small Business? Welcome to Financial Management 101.
Another week, another reason to celebrate! Congratulations to Natasha who is celebrating 5 years as a Team member at Protea! Keep up the great work! Protea Bookkeeping February 3 at 4:56 AM · We are so fortunate to have an opportunity to celebrate so early this year. 5 years of service from a fantastic Team member. We are proud of everything you have achieved. Thank you Natasha for being a great part of our wonderful Team. And in true Protea Bookkeeping style, our Monday morning team meeting was hijacked by celebrations of Natasha! #5yearservice #dedication
Are you ready to say goodbye to 2020? You're not the only one. However, before you get ready to welcome 2021, your winery needs to do these four things: 1. Build Your Budget 2. Talk to Banks and Shareholders 3. Move Your Back-office Away from Paper 4. Upgrade Your Accounting and Bookkeeping #wineindustry #winerybookkeeping PROTEAFINANCIAL.COM Businesses Need to Do These Four Things Before 2021 | Winery Business

Information

Company name
Protea Financial
Category
Accountants & Bookkeeping
Est
2015

FAQs

  • What is the phone number for Protea Financial in Novato CA?
    You can reach them at: 415-418-0020. It’s best to call Protea Financial during business hours.
  • What is the address for Protea Financial on redwood blvd in Novato?
    Protea Financial is located at this address: 7250 Redwood Blvd Novato, CA 94945.
  • What are Protea Financial(Novato, CA) store hours?
    Protea Financial store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.