Protea Provides Flexible, Bookkeeping Solutions

With a management team and account managers based in the San Francisco Bay Area, Protea provides business owners and managers with financial information and insight for making decisions. Protea’s goal is to provide, at costs below the market average, timely, accurate, and high-quality financial information on which a business can act.

Protea specializes in removing burdens and responsibilities of finding, managing, and training an accountant or bookkeeper.

Protea can provide any combination of standard bookkeeping and accounting, either as a fully-outsourced service managed by Protea or by adding a dedicated full-time or part-time accounting professional to your team at a significantly lower cost than what you would pay to hire an accountant or bookkeeper.

Our Capabilities

We can’t move mountains, but, we’ll move the needle for your organization. Our team is dedicated to providing you the opportunity to focus on what you do best. 

Our team specializes in services ranging from bookkeeping and
general ledger management to detailed management accounts and inventory tracking.

Protea Financial

The Napa office focuses on client relations and account management, catering to the wine and tourism industries.

Napa

The Santa Rosa office likely focuses on client relations and account management in a growing regional market.

Protea Financial

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Teams

Offices

Protea Financial

Org chart

Teams

Offices

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