Winery accounting experience you can trust!
 
 

Growing your businessI have a small and personable firm and provide accounting services and specialize in small production wineries throughout Sonoma County. With over 11 years of accounting experience in the wine industry, I have acquired first-hand knowledge of what it takes to operate a small winery, not only in accounting, but also in:

Check Production
Check Selling in the 3-tiered system
Check Direct-to-retail & consumer sales
Check Tasting Room sales
Check Wine club management

My accounting expertise and extensive wine-related background will help you feel confident in knowing that your financial matters are always in order; the resulting peace-of-mind will enable you to focus on what you do best, making and selling your wine.

Accounting & Bookkeeping Services
I offer tailored programs to meet all of your winery’s accounting needs. Below is a full list of accounting services I provide.

Full Service Bookkeeping

Check Payroll Services Check Work in Process
Check Including quarterly and annual payroll reports Check Finished Goods
Check Accounts Payable Check Sales Tax Reporting
Check Bank Reconciliations Check Accounts Receivable
Check Inventory Management Check Invoicing
Check Raw Materials Check Collections

Financial Statement Preparation
Financial statements are a requirement when dealing with investors, banks, tax preparers and other related business parties. All your internal records are thoroughly reviewed and reconciled to always accurately reflect your up-to-date financial situation. Knowing where you stand at any given moment will greatly improve your key decision-making processes. Plus, not having to spend hours, days or weeks to gather all the required data will save you time, money and frustration.

Product Cost Analysis
Accounting for production costs is one of the most difficult tasks of the wine business. I relieve you of this stressful task by managing your production costs. I conduct physical counts of your inventories (raw materials, wine in process, and finished goods) to provide you with valuable, accurate and useful data.

Cash Flow
Do you sometimes struggle to meet short-term obligations?
Managing cash flow is often a tedious and stressful task. I will help make this less daunting by preparing cash flow statements that will make sense to you.

Working Together!Budgeting
Developing accurate budgets is my expertise. Regularly reviewing and adjusting your budget to ensure your business stays on the tracks to success.

Forecasting
Historical data is there to help you develop healthy forecasts…I will help you make sense of your past data so you can make sound future business decisions.

Personal Touch
Working with you and your staff, I will get to know your business, understand your internal processes, identify problem areas and review them with you. Along the way, I will provide recommendations to improve efficiencies within your company’s work environment that will add to your bottom line.