Winery Controller Services
Financial statements, wine costing, and accounting system management to put your winery on solid ground.
Maintaining the financial order of your winery is critical to future success
Our winery controller services go beyond monthly bookkeeping and payroll to give you peace of mind that your business finance and compliance functions are being expertly handled.
We help you establish strong internal controls, oversee and manage your accounting processes, and provide sophisticated monthly management reports that your leadership team and board will appreciate.
Accounting System Management
From POS setup to payroll review, we review and manage your financial processes from end-to-end.
Wine
Costing
We maintain wine costing by lot and SKU, and adjust inventory valuations monthly.
Monthly Financial Statements
Receive monthly accrual-basis statements, suitable for presentation to your leadership team and board.
Basic Winery Compliance
We take care of basic compliance requirements like 1099 filing, sales tax, and excise tax.
Tax-Ready
Books
We work closely with your tax accountant to provide all of the necessary year-end financials.
Your dedicated winery controller will handle:
Your QuickBooks Online Setup
A complete review of your technology & processes
A complete review of payroll setup and reporting
Advising of wine costing procedures and policies
Monthly accrual-basis financial statements
Sales and excise tax
Wine costing and inventory adjustments
How Winery Controllership Works
Our controllership services are designed to give you the peace of mind that everything is running smoothly. Your winery financial controller manages the financial order of your accounts on an ongoing basis. This includes an overview of your QuickBooks Online, Chart of Accounts, accounting technology, wine costing, financial statements, basic compliance, and more.
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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
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