Who We Serve
Built for businesses past the startup phase
Revenue is real, complexity is growing, and your current financial setup can't keep pace. You need a financial partner who understands the nuances of a scaling business — not a one-size-fits-all firm.
Industries we work with
What they share: real revenue, real complexity, and a need for financial operations that actually work.
Construction & Trades
General contractors and specialty trades managing job costing, WIP schedules, subcontractor payments, and bonding requirements — where project-level profitability is everything.
Professional Services & Consulting
Law firms, marketing agencies, engineering consultancies, and other service businesses with project-based revenue and utilization metrics that need clean financials to manage profitability.
Real Estate & Property Management
Owners, operators, and developers managing multiple entities, complex debt structures, and property-level reporting that requires consolidated financial visibility.
E-Commerce & DTC Brands
Product businesses managing inventory accounting, COGS accuracy, platform reconciliations (Shopify, Amazon, Stripe), and the tight cash cycles that come with physical goods.
Nonprofits & Tax-Exempt Organizations
501(c)(3)s and other exempt organizations that need accurate fund accounting, Form 990 preparation, grant tracking, and financial reporting that meets board and donor expectations.
Common Situations
Situations we help resolve
Most clients come to us because something isn't working. Here's what we hear most often.
You just lost your bookkeeper or controller
Messy handoff, backed-up books, no one to call. We stabilize quickly, clean up the backlog, and put systems in place so it never happens again.
You're growing faster than your finances can keep up
More transactions, more complexity, more decisions — and the same Excel spreadsheet from three years ago. Time to upgrade the financial infrastructure without the overhead of a full-time hire.
You need real visibility to make decisions
You can't afford to wait until March for last year's P&L. You need current, accurate numbers — this month, this week — to run your business with confidence.
You're preparing for a raise, sale, or audit
Clean books and organized records aren't optional when a transaction is on the table — they're the foundation of a credible deal. We get you ready and keep you there.
Your tax situation has gotten complicated
Multiple entities, multi-state nexus, S-Corp elections, owner compensation structuring — you need a CPA who understands the whole picture, not just one piece of it.
You want one firm for everything financial
CFO advisory, controller operations, and business tax — handled by one team who knows your business. No gaps, no finger-pointing between your bookkeeper and your CPA.
Ideal Fit
Typically a great fit for businesses doing $1M–$25M in revenue
At this stage, the stakes are high enough to warrant real financial leadership, but not so large that you need a full in-house finance department. Protea gives you the expertise without the overhead.
If you're outside this range, reach out anyway — we'll tell you honestly whether we're the right fit or point you toward someone who is.