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

Discover the Excellence of Protea Financial

Located at 7250 Redwood Blvd Suite 300, Novato, CA 94945, Protea Financial stands out as a premier accounting firm and bookkeeping service provider in the Novato area. With their contact details readily available - Phone: 54180020 - potential clients can easily reach out for professional assistance.

Their website, proteafinancial.com, is a gateway to understanding their comprehensive range of services. This digital hub not only showcases their specialties but also offers a peek into their commitment to customer service, including the provision of online appointments.

For those with mobility concerns, Protea Financial ensures accessibility with a wheelchair accessible entrance, parking lot, and restroom. This indicates their dedication to providing a welcoming environment for everyone.

When it comes to reviews, Protea Financial has garnered attention on Google My Business, with a commendable average opinion of 5/5 based on 7 reviews. This speaks volumes about the quality of service they deliver and the satisfaction of their clientele.

Individuals interested in financial management or seeking reliable bookkeeping services should take note of Protea Financial's offerings. Their emphasis on online appointments suggests a commitment to modernizing the way they interact with clients, balancing efficiency with accessibility. The wheelchair accessible features further underscore their inclusive approach to service.

Given the positive feedback and their comprehensive services, it's clear that Protea Financial is not just any accounting firm but a trusted partner for financial clarity and health. For those considering their financial future, it's highly recommended to explore their services further.

A prompt suggestion would be to visit their website at proteafinancial.com to schedule an appointment or to learn more about how they can assist you with your financial needs. Their accessibility and high client satisfaction ratings make them a standout choice in the Novato area.

Remember, taking care of your finances is crucial, and with Protea Financial's expertise and accessible services, managing your accounts can be both stress-free and effective. Don't wait to transform your financial journey; reach out today

👍 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