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SVB Annual Wine Survey – Heads Up

September 27, 2018 by Jeanette

The winemaking team is preoccupied with the crush, and the accounting team is just twiddling their thumbs (Ha, we never get to do that…). Rob McMillan at Silicon Valley Bank is preparing his annual Wine Report and he needs your input. Each year, 20 percent of the wineries in the US participate in this survey. Of course most of these are the large wineries. Let’s make sure that the boutique and family wineries are represented. If you want to know some benchmarks that are useful for you, the small winery, this is how they are generated.

From October 1 to October 19, the survey will be open. If you participated last year, you will receive an email. But if this is your first time, look for the announcement in industry publications or check back here for the link to the official survey.

In the meantime, here is the list of questions so you can prepare your answers.

SVB Annual Survey Questions

 

Cheers!

Jeanette

Filed Under: Quickie Tagged With: Industry Report, Rob McMillian, Silicon Valley, SVB, trends

Bundles and Packs

September 11, 2018 by Jeanette

Do you offer bundles such as a vertical of your award winning wine, or packs like Summer Picnic Pack or Holiday Gift Trio?

Or do you run your wine club straight out of QuickBooks (and not through your POS or eCommerce program)?

If so, this webinar is for you. There are 2 tools in QuickBooks that will save you time. These are Assemblies and Groups, but when is the best time to use each one and how do you use them?

This video (must be a Silver Club member to view) will walk you through the steps.

Bundles and Packs Worksheet

 

Bundles and Packs

 

 

Filed Under: Quickie Tagged With: inventory, Sales, video tutorial, Winery Accounting

Entering Square Sales into QB Desktop

August 15, 2018 by Jeanette

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Filed Under: Quickie Tagged With: credit card processing, Purchasing, Sales, video tutorial, Winery Accounting

SVB Blog Post on Restaurants and Small Wineries

June 2, 2017 by Jeanette

If you haven’t already found Rob McMillian’s (Executive Vice President and Founder of Silicon Valley Bank’s Wine Division) blog I recommend that you bookmark it because he provides a wealth of information for the wine industry. [Read more…]

Filed Under: News Tagged With: blog, Industry Report, Rob McMillian, Silicon Valley, SVB, trends

Setup Inventory Items

May 10, 2017 by Jeanette

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Filed Under: Quickie Tagged With: Cost of Goods Sold, inventory, item, Winery Accounting

SVB Blog – Annual State of the Wine Industry Report 2017

January 6, 2017 by Jeanette

It’s out: Rob MacMillan’s annual State of the Industry Report. This year’s theme is “Jaws”. So grab a glass (heck, grab a bottle) of a Big White and settle in for a fun read. [Read more…]

Filed Under: News Tagged With: 2017, Demand, Financial forecast, Industry Report, Prediction, Silicon Valley, Supply, Winery Accounting

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