Accounting services for wineries
Our team provides the accounting foundation you need to operate with confidence.
Your partner in building a thriving winery business.
We understand the investment you have made in your winery. Running a winery business is not for the faint of heart! We understand the passion that you have for your craft and for sharing it with your customers and your community.
As Randy Komisar said, “It’s the romance, not the finance, that makes business worth pursuing.”
But when the financial side isn’t working, then the romance can quickly turn to heartbreak.
That’s where we come in. We help make the finance side work, so that you can build a successful winery that will sustain itself, and you, for generations to come.
An accounting team that knows wineries.
As specialized winery accountants, our approach combines industry experience, the latest in cloud accounting technology, and human compassion.
The result: quality financial information and complete compliance, delivered reliably, month after month.
Plus: someone you can turn to whenever things feel messy.
Stay ahead of compliance
Know the cost of your wine
Close your books on time
Trust your financials
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“I have never been more comfortable with an accountant in the fifteen years of being in the wine business.”
Therese Martin, Martin Ranch Winery
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“They gave us the information that would help us grow our business and make good decisions.”
Brett Pittsinger, Bad Granny Cider
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“The perfect fit for our business. They fill the one significant gap we have in our leadership team. I couldn’t be more thrilled.”
Alan Holtzheimer, Silver Bell Winery
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The depth of experience was a great source of comfort and stability as we considered some crossroads decisions with our winery.
Luke Evans, Tunnel Hill Winery
Who we work with
We work with winereis that need a dedicated accounting team but aren’t ready to build one in-house. Most of our clients have reached the point where accurate financial reporting, wine inventory accounting, and compliance require more expertise than a single in-house bookkeeper can provide.
Our best clients are ready to embrace modern technology, standardized processes, and open communication.
How we help
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Accounting System Setup
We help build a reliable accounting system with the best technology, processes, and chart of accounts.
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Bookkeeping
Weekly bookkeeping, accounts payable, accounts receivable, and a disciplined month-end close.
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Accounts Payable
We'll manage your vendor bills and payments so nothing falls through the cracks.
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Payroll
Payroll processing, payroll tax filings, employee benefits, and year-end reporting.
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Wine Costing & Inventory Support
Wine inventory accounting, production costing, and inventory reconciliations.
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Controller Services
Financial oversight, balance sheet reconciliations, and guidance to keep your accounting on track.
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Winery Compliance
Sales and excise tax, 1099s, TTB filings, licenses and renewals, and compliance consulting.
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Month-End Close
Timely reconciliations and a consistent month-end close so you always know where your business stands.
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Financial Reporting
Clear, reliable financial reports that help you understand and manage your winery.
Making the switch
Changing winery accountants can feel daunting. We will walk with you every step of the way.
01
Make sure it’s
a good fit.
After you fill out our intake form, the next step is a Discovery Call.
If it looks like a good fit, we will send over a proposal for you to sign and get your winery scheduled for onboarding.
02
Enjoy seamless onboarding.
All of our engagements start with a thorough onboarding procedure. We will gather information and documents, conduct a deep dive into the health of your books, and take care of any necessary clean-up.
We will meet with you weekly throughout this process to ensure we all stay on the same page.
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Benefit from an ongoing relationship.
After onboarding, we will fall into a regular cadence of weekly bookkeeping, monthly reporting, and quarterly check-ins.
You will always know where you stand financially and will be able to get answers when you need them.
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