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Sorren Expands Coast to Coast with Connected Accounting, Elevating Tech-Enabled Services

Sorren, a Top 50 national tax, accounting, and advisory firm, announced today that Connected Accounting, an innovative technology-forward accounting firm with deep roots in Los Angeles, has joined the organization. Founded in 2019 by Marie Greene, Connected Accounting is recognized for leveraging...

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March 12, 2026
What we do

Protea Financial provides outsourced operational accounting for wineries and select beverage businesses. We support everyday operations and real-world challenges by functioning as an integrated accounting department, providing the depth of support typically found in larger internal teams, without...

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What Your Tech Should Make Easier - But Doesn't

What your tech should make easier Winery teams are busy enough. Technology should reduce friction — not quietly create it. But over time, many wineries start to accept things like: Extra steps at checkout Manual adjustments before club runs Reports that require exporting and reconciling POS,...

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Sorren Welcomes Hess & Rohmer, Strengthening Texas Presence and National Reach

Sorren, a Top 50 national tax, accounting, and advisory firm, has announced that Hess & Rohmer, a well-respected full-service CPA and advisory firm, has joined its national network. The partnership reinforces Sorren’s growth in Texas, building on its existing Houston presence while uniting Hess &...

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Josh Tyree Appointed CEO of Sorren, Advancing Firm’s Next Phase of Growth

[Meridian, Idaho] – January 20, 2026 — Sorren, a Top 50 national tax, accounting, and advisory firm, has announced the appointment of Josh Tyree as Chief Executive Officer, effective January 20, 2026. Tyree previously served as President of the firm and steps into the CEO role following a planned...

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Casey Neilon Joins Sorren, Strengthening Western Presence

Sorren, a Top 50 national tax, accounting, and advisory firm, has announced that Casey Neilon, an accounting consultancy, has joined its national network. This partnership enhances Sorren’s presence in the Western region and combines Casey Neilon’s dedication to trusted relationships and long-term...

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What Drives Winery Health in 2026? The Data Behind Your Winery's Financial, Operational & Cultural Success

Winery health isn’t defined by one metric. It’s a reflection of how well a winery performs across three key dimensions: financial resilience, operational excellence, and cultural strength. Every year, InnoVint surveys hundreds of winery professionals to understand what truly drives a healthy...

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QuickBooks vs odoo for Wine

Let’s Build a Smarter Winery Operation At Azmera, we help wineries modernize their operations — integrating odoo with DTC and winemaking platforms to create one connected, data-driven business. → Talk to our team about streamlining your winery’s accounting, production, and sales with odoo for...

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THE STATE OF THE WINE INDUSTRY FROM A TECH PERSPECTIVE

As the world embraces technology, every industry has to keep up with innovations or risk being left behind. The wine industry is no exception. The wine industry has long been known for its traditional methods and artisanal techniques, but that may not be enough in a world that is increasingly...

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Introducing the Commerce7 and Ekos Integration Wineries with the Ekos – Commerce7 integration can realize many benefits that will help them better run and grow their businesses, including: Eliminate manual processes: Users can save 2+ hours a week, reduce data entry errors and automate inventory...

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