MiscSubjects

James Gray · Protea Financial

text
When our wine company was a few years old, we needed to level-up our financial reporting and to get everything "bank ready" so we would have options going forward. We needed a financial accounting firm who knew our industry from an accounting perspective, had a ton of experience, and had a track record of many happy customers. Protea was referred to us by three separate parties that we trusted, and they were our choice. They are high-functioning problem solvers who are detailed, committed to their work, reliable, and highly organized. I love working with them and they've helped us immensely.
rating
5
collection
Marin public-source records
source url
https://www.google.com/maps/reviews/data=!4m6!14m5!1m4!2m3!1sChZDSUhNMG9nS0VJQ0FnSURoN09Qek9REAE!2m1!1s0x80858089b641279f:0x2330d94d44db7b5b
observed at
2026-10-11T00:11:00.553Z
published at
2023-03-03T15:43:26.644128Z
Reviewer
★★★★★
When our wine company was a few years old, we needed to level-up our financial reporting and to get everything "bank ready" so we would have options going forward. We needed a financial accounting firm who knew our industry from an accounting perspective, had a ton of experience, and had a track record of many happy customers. Protea was referred to us by three separate parties that we trusted, and they were our choice. They are high-functioning problem solvers who are detailed, committed to their work, reliable, and highly organized. I love working with them and they've helped us immensely.

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