Protea Financial - Novato, California

Address: 7250 Redwood Blvd Suite 300, Novato, CA 94945.
Phone: 54180020.
Website: proteafinancial.com
Specialties: Bookkeeping service, Accounting firm.
Other points of interest: Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Appointment required, Appointments recommended.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Protea Financial

☎️54180020

⏰ Open Hours of Protea Financial

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

About Protea Financial

Protea Financial, located at 7250 Redwood Blvd Suite 300, Novato, CA 94945, stands out as a reputable Bookkeeping Service and Accounting Firm. With a phone number 54180020, potential clients can easily reach out for their financial needs. Their Website, proteafinancial.com, offers a wealth of information about their services and how they can assist businesses and individuals in managing their finances effectively.

One of the key features that set Protea Financial apart is their commitment to accessible services. They offer online appointments to cater to those who prefer remote services, ensuring inclusivity. The office prides itself on having a wheelchair accessible entrance, parking lot, and restroom, making it convenient for all customers, including those with mobility challenges.

For those considering scheduling an appointment, it's worth noting that appointments are required and they highly recommend scheduling in advance to ensure timely service. As of now, Protea Financial boasts 7 reviews on Google My Business, with an impressive average opinion of 5/5. This high rating reflects their commitment to quality service and customer satisfaction.

When looking for an accounting firm, it's crucial to consider factors beyond just the services offered. Protea Financial's dedication to accessibility, along with their positive client feedback, indicates a business that values diversity and excellence in service. For anyone in need of reliable bookkeeping or accounting services, Protea Financial is a solid choice.

Given their exceptional online presence and customer ratings, coupled with their accessibility features, I highly recommend reaching out to Protea Financial through their website. Setting up an online appointment via their website is a simple first step towards securing professional financial management. Don't miss the opportunity to experience their services firsthand and take control of your financial future with confidence.

👍 Reviews of Protea Financial

James G.

5/5

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.

William S.

5/5

As much as I loved the people we worked with prior to Protea, in Bookkeeping working with a sole practitioner can be a single point of failure. Any emergency in their lives means there is nobody to do your books so finding the right firm is critical to running a successful wine business!

Luckily someone I trust recommended Protea. Their outstanding team works fast, has the soft skills needed in this business, and their efficiency and attention to detail mean I can relax and do what I love. And, my monthly bookkeeping costs have not increased at all.

I am working with a firm that delivers a great product at a reasonable price. An added benefit: I now have less frustration, less stress, and my books are always current.

If you want to spend your time doing what you do best, let the experts at Protea give you the luxury of not having to think about your books.

Jenny S.

5/5

We switched CPAs in 2019 and part of that switch was getting true expertise to streamline our bookkeeping. After talking with Zane, it was an easy decision to go with Protea. They are very thorough in their attention to detail, a pleasure to work with and have gone above and beyond, even with the "other" tasks that they manage for me. They really are a dream team to work with and have taken so much off of my plate. I am forever grateful for Zane and his team.

Destiny B.

5/5

Protea Financial is responsive, affordable and absolutely lovely to work with. I always receive my customized monthly reports in a timely manner which give me the real-time financial information I need to navigate these challenging times with confidence. I can’t say enough good things about their knowledge, capabilities, responsiveness, and professionalism, and I can’t imagine operating my business without Protea Financial in my corner.

William T.

5/5

Worked with Zane and his team for almost a decade now. Highly recommended.

Jessica M.

5/5

Anzelle S.

5/5