Tired of sorting out files that are a mess compared to your other clients’? Or, has an existing client from a different industry suddenly decided to try their luck running a vineyard?

Whether you’re a CPA, tax preparation expert or bookkeeper, I’ll help you learn the lingo, master QuickBooks for wineries and – most importantly – avoid that fatal costing mistake all too many winery owners make.

Professional Accreditation

Testimonials

Ultimately, the proof of the vintage is in the tasting. Check out what leading CPAs have to say:

..thank you again for presenting the wine-costing class to our staff…it was very well done… Toni Moheng, Managing Director, Tax BPM

Continuing Professional Education (CPE) credits

Want to formalize what you’ve learned with CPE Credits? Attend one of our live seminars to earn up to 14 CPE Credits.

Managing a winery is a complex and challenging job. We make it easier for you with our winery management program, The Silver Club.

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We found 3 types of accounting professionals working with small wineries. We have named them Blair, Chris, & Taylor

• Blair is a bookkeeper and has other clients in other industries. Blair should focus on learning the nuances of the wine industry, and there are many of these. Blairs are used to creating procedures for their clients, however, we have already figured out most of the common tasks. So Blairs will save a lot of time by reviewing all of the Quickies and mini-courses before re-inventing the wheel.
• Chris is a CFO, which is an accountant who specializes in helping the owners understand the financial situation of the business. Often the CFO will handle the costing and will work with the Tax Preparer, because Chris does not do the tax return. A Chris/Erin combo is very common. Together with a Madison and a Taylor, they are a very effective accounting team for a small winery.
• Taylor is a Tax Preparer. Taylor is often referred to as a “CPA” but not all CPAs do tax returns and not all tax preparers are CPAs. This is a very complicated specialty because the tax code changes so frequently and has no underlying logic (blame that on Congress). Thus, most tax preparers only handle the tax return, but some also fill the role of CFO. A Taylor-Chris combo is hard to find, but they are a gem and worth looking for.