Protea Financial

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. Our goal is to provide, at costs below the market average, timely, accurate, and high-quality financial information on which a business can act at below the market costs.
Protea Financial recognizes it is a challenge for many small businesses to recruit and manage qualified bookkeeping and accounting staff, especially on a part-time basis. So, we provide audit-qualified accounting on an hourly or full time basis to ensure a business is not burdened with the responsibilities of finding, managing, and training an accountant or bookkeeper to suit a small business’s rapidly changing needs.

We Work in a Variety of Industries, Including:
- Consumer Goods
- Wineries & Alcoholic Beverages
- Professional Services
- Retail Services
- Entertainment
- Hospitality
- Personal Financial Service

And 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
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

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