Protea Financial
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About
Founded in 2014, Protea Financial is based in Novato, California, offering high-quality accounting and bookkeeping services. Specializing in the wine and beverage industry, their team provides timely, accurate financial information to aid business decisions. Protea Financial aims to relieve the burden of recruiting and managing an accountant or bookkeeper, providing these services at below-market costs. They offer flexible, audit-trained solutions that are fully outsourced or can add a dedicated accounting professional to your team.
Specialties
Industry
Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries
Annual income
Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP
Accounting for
Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit
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Services offered
Accounting
Business Consulting
Hr And Payroll
Quickbooks Bookkeepers