Work with us
Ready to get started?
01
Tell us about yourself.
02
We’ll schedule a call.
03
Proposal and onboarding.
New Client Form
FAQs
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Northwest Wine Accounting does not provide tax preparation services, but we work closely with our referral partners to make sure both your accounting and tax needs are met. Please let us know if you would like an introduction.
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We do not provide any attest services, which includes reviews, compliations, and audites.
If you need these services, we can refer you to a qualified firm.
Every new winery client gets special care during onboarding.
We start by building a strong foundation of clean books, streamlined systems, and solid communications. We make sure you understand how best to work with us, how to access your information, and how to get the most out of your reports.
01
✓ Assess your current accounting system and all integrated applications
✓ Assess sales tax compliance
DISCOVERY & ASSESSMENT
02
✓ Migrate to QuickBooks Online
✓ Migrate payroll to Gusto
✓ Clean up any bookkeeping issues
✓ Optimize the chart of accounts
✓ Set up the wine costing book
✓ Set up Fathom metrics and reports
SETUP & CLEANUP
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We train you and your team on how to work with us to keep everything flowing smoothly.
✓ Submitting receipts and invoices
✓ Approving bill payments
✓ Managing payroll
✓ POS best practices
✓ Tracking and updating inventory
✓ Reading your reports
WINERY TEAM TRAINING
“Our businesses here in the Chelan Valley have grown in complexity and volume and have become too much for me to keep up with. Knowing that Rachel and her team have extensive experience with wineries made my decision an easy one. They are professional, accurate and timely, and give great advice. Northwest Wine Accounting is doing a great job for us as we build our winery and vineyard management operations.”
—Tom Pettigrew, Amos Rome Vineyards and Chelan Vineyard Management