Business Details
12 Years
experience
Your Trusted Partner for Winery Accounting Solutions
Protea Financial is a dedicated accounting firm specializing in tailored financial solutions for wineries and alcohol producers. With a team of over 40 professionals, we combine deep industry expertise with personalized service to streamline accounting, bookkeeping, and compliance processes. Our team includes Chartered Accountants and Certified Public Accountants with extensive experience in the wine industry, ensuring clients receive strategic financial guidance. We prioritize transparency, accuracy, and proactive management to empower businesses to focus on growth. Since 2014, we have built a reputation for reliability, delivering customized services such as inventory management, payroll, and tax compliance.Our commitment to client satisfaction is reflected in our responsive communication and data-driven insights. By handling complex financial tasks, we enable wineries to operate efficiently and make informed decisions. Our leadership team brings decades of combined experience from global firms and the wine industry, ensuring clients benefit from both technical expertise and sector-specific knowledge. We pride ourselves on fostering long-term partnerships through trust, expertise, and a dedication to excellence.
Services
Bookkeeping
Inventory Management
Management Accounts
Payroll Services
Compliance Services
Details
- Year established: 2014
Highlights and features
- We specialize in winery accounting with over a decade of industry-specific expertise.
- Our team includes Chartered Accountants and Certified Public Accountants with wine-sector experience.
- Customized solutions ensure compliance, efficiency, and scalability for growing businesses.
- 24/7 access to financial data and dedicated support from experienced professionals.
- Proven track record with 500+ wine industry clients relying on our expertise.
What people say
Peace of mind
Responsive and thoughtful
Strong industry pulse
Timely reports
Highly professional
Services
Bookkeeping
Our bookkeeping services ensure accurate tracking of all financial transactions, from daily expenses to revenue streams. We provide monthly reconciliations, cash flow projections, and tailored reporting to maintain clarity and control. By managing accounts payable/receivable and payroll, we help wineries avoid costly errors and focus on growth.
Inventory Management
Optimize inventory systems with proactive planning and reconciliation. We track wine bottles, raw materials, and supplies to prevent overstocking or shortages. Our solutions improve efficiency, reduce waste, and ensure accurate financial reporting for better decision-making in production and sales.
Management Accounts
We deliver detailed management accounts, including profit-and-loss statements, balance sheets, and cash flow analysis. These reports provide actionable insights into business performance, helping wineries monitor KPIs, forecast trends, and allocate resources effectively for long-term success.
Payroll Services
Our payroll services handle tax filings, timecard tracking, and employee onboarding to ensure compliance with labor laws. We streamline wage processing, benefits administration, and reporting, allowing businesses to maintain accurate records and avoid penalties while focusing on team productivity.
Compliance Services
Stay compliant with sales tax regulations and reporting requirements. We manage nexus determinations, prepayment estimates, and filings to minimize risks. Our expertise in wine industry compliance ensures adherence to federal, state, and local tax obligations, preventing costly audits or fines.
People
Zane Stevens
Director
Zane Stevens is a Chartered Accountant with over 15 years of experience in financial management and auditing. He specializes in wine industry accounting and leads Protea Financial's strategic initiatives.
Ashley Kniffin
Senior Account Manager
Ashley Kniffin has 10+ years of experience in wine industry accounting, including roles at Hess Collection and Cakebread Cellars. She specializes in financial reporting and inventory management for wineries.
Candice Stevens
Senior Account Manager
Candice Stevens is a Chartered Accountant with expertise in financial systems and controls. She previously served as CFO for Third Leaf Partners and brings deep knowledge of winery operations.
Megan Nelms
Senior Account Manager
Megan Nelms is a Certified Public Accountant with 12 years of experience in winery accounting. She focuses on financial reporting, budgeting, and system implementations for wine producers.
Wylie Warner
Account Manager
Wylie Warner is a CPA with 20+ years in public accounting and winery operations. He specializes in compliance, tax reporting, and financial controls for multi-state wine businesses.
Questions
What accounting services do you offer for wineries?
We provide bookkeeping, inventory management, payroll, compliance, and management reporting tailored to winery needs.
How do you help wineries with tax compliance?
We manage sales tax reporting, nexus determinations, and filings to ensure adherence to federal and state regulations.
Can you handle payroll for seasonal winery staff?
Yes, we process payroll for full-time, part-time, and seasonal employees, including tax filings and benefits administration.
Do you work with small or large wineries?
We serve small to mid-sized wineries, offering scalable solutions that grow with your business needs.
How do you ensure data security?
We use secure accounting software and strict protocols to protect financial data from unauthorized access.
