At Protea Financial, we understand the intricacies of the wine industry and the unique challenges that come with running a winery. Our team of experts is dedicated to providing comprehensive outsourced accounting and bookkeeping services tailored to the specific needs of small to mid-sized wineries. With our expertise, you can focus on what matters most - crafting exceptional wine and building a thriving business.
Our Services
Our suite of services is designed to simplify your accounting, enhance transparency, and provide actionable insights to drive informed decisions. Our bookkeeping services include bank reconciliation, cash flow projections, accounts receivable, and accounts payable management. Our inventory management solutions optimize purchasing and inventory systems, while our management accounts provide crucial reporting on sales, costs, KPIs, and key forecasting. Additionally, we offer payroll services, including payroll reports, time cards, and onboarding, as well as compliance services to ensure you're always on top of your sales tax reporting.
Why Outsource
For small to mid-sized wineries, accounting and bookkeeping can be an enormous burden. By outsourcing these tasks, you can free yourself from the stress and hassle of managing it all in-house. Our team provides the expertise and capacity of a full team without the need to hire a single person, allowing you to focus on what you do best - making wine. With Protea Financial, you'll gain access to a customized accounting solution, prompt communication, and the resources of an entire company of accounting professionals.
Our Approach
At Protea Financial, we believe that accurate bookkeeping, timely reporting, and proactive inventory management are essential to making informed decisions and avoiding unforeseen costs. Our team takes the time to understand your unique needs and goals, providing a tailored solution that addresses your specific challenges. With our expertise, you'll gain greater control, transparency, and efficiency, empowering you to drive growth and profitability in your winery.
Outstanding Customer Service
Protea Financial has consistently delivered exceptional service to its clients. Multiple reviewers have praised the company's responsiveness, attentiveness, and professionalism. They have gone above and beyond to meet their clients' needs, providing detailed reports and ensuring timely delivery.
Expertise and Technical Skills
The firm's team is comprised of highly functioning problem solvers, with extensive expertise in financial accounting. They possess in-depth knowledge of their clients' industries, allowing them to provide tailored solutions. Their attention to detail, commitment to their work, and reliability have resulted in impressive outcomes for their clients.
Personalized Approach
Reviewers have praised the company's ability to work closely with clients, understanding their unique needs and providing tailored solutions. The team's soft skills, including communication and interpersonal skills, have helped build strong relationships with clients.
Value for Money
One reviewer noted that their monthly bookkeeping costs have not increased, indicating a reasonable pricing structure. The company's efficiency and attention to detail have also reduced clients' frustration and stress levels.
Unrealized Expectations
One reviewer's unexpected high return on investment in their trading account was a welcome surprise.
Negative Comments
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