Business Details
Expert Accounting for Wineries
Protea Financial specializes in providing tailored accounting and bookkeeping services for wineries and alcohol producers. With a team of experienced professionals, we offer comprehensive solutions including inventory management, payroll processing, compliance reporting, and financial analysis. Our expertise in the wine industry allows us to address the unique financial challenges faced by wineries, ensuring accurate record-keeping, regulatory compliance, and strategic financial planning.By outsourcing accounting tasks to us, clients can focus on crafting exceptional wines while benefiting from transparent, cost-effective financial management. Our commitment to industry-specific knowledge and personalized service has earned us the trust of numerous wineries seeking reliable financial partners.
Services
Bookkeeping
Inventory Management
Management Accounts
Payroll Services
Compliance Reporting
Highlights and features
- We offer 20+ years of combined experience in wine industry accounting.
- Our team provides customized financial solutions tailored to winery operations.
- We guarantee timely, accurate reporting with proactive inventory management.
- Our services include compliance support to avoid costly tax penalties.
- We deliver cost-effective outsourcing without compromising quality or expertise.
What people say
Responsive and thoughtful approach
Peace of mind
Highly recommend
Overcommunication
Dream team
Services
Bookkeeping Services
Our bookkeeping services ensure accurate tracking of all financial transactions, from daily expenses to revenue streams. We maintain up-to-date records, reconcile accounts monthly, and provide cash flow projections to prevent financial surprises. This allows wineries to focus on production while ensuring financial clarity and regulatory compliance.
Inventory Management
Optimize wine inventory with proactive tracking of bottles, SKUs, and bulk stock. We implement systems to reduce waste, streamline purchasing, and improve cost efficiency. Real-time inventory data helps wineries avoid overstocking, minimize losses, and maintain accurate financial reporting for better decision-making.
Payroll Services
We handle payroll processing, tax filings, and employee onboarding to ensure timely and compliant wage distribution. Our services include timecard tracking, PTO management, and tax reporting, freeing wineries from administrative burdens while maintaining labor law compliance.
Compliance Services
Stay compliant with sales tax regulations through accurate reporting and timely payments. We manage nexus identification, prepayment estimates, and documentation to prevent penalties. Our expertise ensures wineries meet federal, state, and local tax obligations without disruption to operations.
Management Accounts
Receive detailed financial reports including profit & loss statements, balance sheets, and cash flow analysis. These insights enable data-driven decisions, budgeting accuracy, and performance tracking. Our management accounts provide a clear picture of financial health to support strategic growth.
People
Zane Stevens
Director
Former Financial Manager at Syntell and KPMG auditor with expertise in automotive, retail, and agriculture sectors. Chartered Accountant with honors in Accounting from Nelson Mandela Metropolitan University.
Ashley Kniffin
Senior Account Manager
CPA with experience in wine industry financials, including Hess Collection and Cakebread Cellars. Specializes in inventory costing and system implementation. Holds degrees from Texas A&M University.
Candice Stevens
Senior Account Manager
Former CFO with experience in South African wineries. Chartered Accountant specializing in financial systems and controls. Holds diplomas from the University of Cape Town.
Megan Nelms
Senior Account Manager
CPA with 10+ years in winery accounting. Expertise in financial reporting and process improvements. Degree in Accounting from Sonoma State University.
Brendan Lane
Account Manager
Former Realm Cellars Senior Accountant. Background in hedge fund operations and wine industry accounting. Holds degrees from UCLA and Pepperdine University.
Questions
What accounting services do you offer for wineries?
We provide bookkeeping, inventory management, payroll, compliance reporting, and financial analysis tailored to winery operations.
How do you handle sales tax compliance for alcohol producers?
We manage nexus identification, prepayment estimates, and documentation to ensure compliance with federal and state tax regulations.
Can you customize services for small wineries?
Yes, we tailor solutions to fit the size and needs of small to mid-sized wineries, offering scalable accounting support.
How do you ensure data security for financial records?
We use secure software like Karbon and encrypted document sharing to protect client data and maintain confidentiality.
What sets your wine industry accounting apart?
Our team has decades of combined experience in wine-specific financials, including inventory costing and compliance unique to alcohol producers.
How often do you provide financial reports?
We deliver monthly reports and customized financial insights to support ongoing decision-making and operational efficiency.
