Profile
Protea Financial
ListedAccounting and Bookkeeping for Wineries and Small Businesses
About
About
Protea Financial is an accounting and bookkeeping firm based in Novato, California, serving wineries, alcohol producers, and small businesses.
Its services include bookkeeping, inventory management, management accounts, payroll, and compliance support.
Protea Financial is an accounting and bookkeeping firm based in Novato, California, serving wineries, alcohol producers, and small businesses. The firm focuses on outsourced support that helps clients keep financial records organized, understand costs, and use reporting for day-to-day planning.
Its services include bookkeeping, inventory management, management accounts, payroll, and compliance support. Source materials describe work such as bank reconciliation, cash flow projections, AR/AP, sales tax reporting, import tax management, payroll reports, time cards, onboarding, KPI reporting, forecasting, and annual financial reports.
Protea Financial is positioned for businesses that want help tracking numbers across operations, especially wine businesses with detailed cost, inventory, and reporting needs. Services are listed as available in person and remotely.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | In-person | ||
| Accounting services | Remote | ||
| Bookkeeping services | In-person | ||
| Bookkeeping services | Remote | ||
| Payroll services | In-person | ||
| Payroll services | Remote | ||
| Sales tax | In-person | ||
| Sales tax | Remote | ||
| Tax planning | In-person | ||
| Tax planning | Remote | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
Novato, CA
Languages
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