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Protea Financial

San Rafael, California, United States of America

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About

Protea Financial provides flexible, audit-trained bookkeeping and accounting solutions for small and medium-sized businesses. With a management team and senior Chartered Accountants based in the San Francisco Bay Area, Protea Financial provides business owners and managers with financial information and insight for making decisions.

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Q&As

Protea can provide a Comprehensive Array of Accounting Services:
Standard Bookkeeping
- Invoicing Customers
- Accounts Receivable Management
- Entering and Paying Bills and Invoices
- Accounts Payable Management
- Processing Payroll
- Bank Account Reconciliations
- Inventory Tracking and Reconciliation
Standard Accounting
- Periodic Management Accounts
- Real-time Budget-to-actual Comparisons
- Sales Reports
- Consumer Analysis
Financial Accounting/Management Consulting
- Annual Budgeting
- Periodic Forecasting
- Cash Flow Projections
- Inventory Costings
- Divisional Profitability Tracking and Reporting
Other Services
- Financial System Set-up
- Employee Training
- Review of Accounting Internal Controls
- Cost Control Plans
- Inventory Management
- Business/Financials Models

Services

Standard Bookkeeping
-       Invoicing Customers
-       Accounts Receivable Management
-       Entering and Paying Bills and Invoices
-       Accounts Payable Management
-       Processing Payroll
-       Bank Account Reconciliations
-       Inventory Tracking and Reconciliation
 Standard Accounting
-       Periodic Management Accounts
-       Real-time Budget-to-actual Comparisons
-       Sales Reports
-       Consumer Analysis
Accounting/Management Consulting
-       Annual Budgeting
-       Periodic Forecasting
-       Cash Flow Projections
-       Inventory Costings
-       Divisional Profitability Tracking and Reporting
Other Services
-       Financial System Set-up
-       Employee Training
-       Review of Accounting Internal Controls
-       Cost Control Plans
-       Inventory Management
-       Business/Financials Models
Personal Financial Services
-       Organizing and Paying Bills
-       Tracking All Financial Obligations
-       Cash Flow Forecasting