QB Winery Solutions

Website Updates

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While you have been busy pressing and punching down the grapes, we have been busy pressing the keyboard and punching down code (trust me, you had more fun), and we rearranged things on the website. Some key changes are:

  • Go directly to all the courses from the Courses tab in the top menu
  • The webinars are now mini-courses and are listed under the Advanced courses
  • Access our all-new My Favs page under the Account tab for all of the courses you have favorited
  • Find the Blog/Quickies link in the footer

Most importantly …. drum roll …. we are launching Office Hours, the last Tuesday of the month at 10:30 am Pacific.

Here is a video to show you around…

Cheers!

Jeanette

CPA Testimonial

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Jeanette, I spent the afternoon working on XXXX’s 263A UNICAP adjustment and it really made me appreciate how clean your chart of accounts are. I just wanted to reach out to thank you for making the work so easy for me to do well because of the quality of work you do. Thanks.

~ Tyler Willis, CPA, Senior Tax Manager, Hayashi Wayland

Courses for Winery Owners

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Recommended Courses for Winery Owners

Are You a Garagist?

Did your home winemaking hobby grow into something bigger? Our ‘Garagist Program’ will show you an easy, computer-free (that means no QuickBooks) method of tracking your income and costs. CLICK HERE

Discover Quickbooks for Wineries

Are you frustrated trying to understand how to use QuickBooks for your winery? The Discover QuickBooks for Wineries webinar gives an overview of the Fundamental Five, the 5 critical procedures that boutique wineries must have in place for an effective financial management system. CLICK HERE

Financial Strategies and Planning

Do you want to get your financial data under control? The ‘Strategies and Planning’ course will show you how to read and interpret all key financial reports (so you can impress your banker!). CLICK HERE

Winery Owners wear so MANY hats and we don’t assume to know exactly what hat you’re wearing at the moment, so here are other courses we recommend to the Owner that also may be the Bookkeeper and more:

The Basic Steps for Wineries

Want to discover a proven five-step system for running a boutique winery using QuickBooks? Our Discover QuickBooks mini-course shows you what a properly set-up QuickBooks file for a boutique winery looks like and see some common mistakes you should avoid.  CLICK HERE

How to Calculate Wine Costs

Trying to figure out the true cost of your wine, but scratching your head? Silver Club members can check out our ‘Using QuickBooks in the Wine Industry’ to see where the costs show up and our course ‘How to Calculate the True Cost of your Wine’ courses will show you the steps (best for excel nerds). Click Here

Maintaining a Healthy Cash Flow

In our flagship course ‘Using QuickBooks in the Wine Industry’ you will find an entire module devoted to The Cash Flow Quickie. These lessons will make a world of difference. This course is available exclusively to our Silver Club members CLICK HERE

For a Complete List of ALL our Courses, CLICK below:

OUR COURSES

Courses for Office Managers

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Office Managers & Bookkeepers

Office managers at boutique wineries have it easy, right? Not so much. Sure the work is interesting and no two days are ever the same.

But, there are all sorts of processes that you probably didn’t sign up for. Winery bookkeeping and accounting are confusing and complex. But, we are here to help.

Recommended Courses for Winery Office Managers

New to QuickBooks?

Familiarize yourself with QuickBooks without getting lost. Understand the basics with our free ‘QuickBooks 101’ course.  GET STARTED

QuickBooks Basics for Wineries

The Discover QuickBooks for Wineries Webinar shows you what a correct file set up looks like. CLICK HERE

The Next Steps for Boutique Wineries

Know your way around QuickBooks but want to build on those skills? Scroll through all the lessons in the ‘Using QuickBooks in the Wine Industry’ course, pick a starting point, join the Silver Club, and dive in. CLICK HERE

No Accounting Experience?

Creating a QuickBooks file for a winery or trying to find out more about the basics? Visit ‘The Workshop’ version of our flagship ‘Using QuickBooks in the Wine Industry’ course, specifically designed for people with no accounting experience CLICK HERE

Want a Coach?

Looking for some personal attention while getting started? Upgrade your membership to ‘The Pro Workshop’ to and get matched with a coach and more. CLICK HERE

Calculating Wine Costs

Trying to figure out the true cost of your wine, but scratching your head? Check out the ‘Using QuickBooks in the Wine Industry’ and ‘How to Calculate the True Cost of your Wine’ courses. These are available exclusively to our Silver Club members CLICK HERE

Individual Consultation

Want to talk to the QB Wine Guru? Complete any version of our foundation course ‘Using QuickBooks in the Wine Industry’ first, then contact us for details. CLICK HERE

For a Complete List of ALL our Courses, CLICK below:

OUR COURSES

Courses for Accounting Pros

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Accounting Professionals

With different business goals and financial practices, even accounting pros can need a little extra help when it comes to boutique wineries.

Figure out how best to support and advise clients in the wine industry by tapping into my experienced perspective through my specially adapted courses.

Recommended Courses for Accounting Pros

Support for your clients

Looking for an accessible yet informative QuickBooks class to recommend to clients? Help them master the basics with my free ‘QuickBooks 101’. Then, they’ll be all set to learn The Fundamental Five, or take my ‘How to Use QuickBooks in the Wine Industry’ course to get a handle on basic accounting processes. CLICK HERE

Messy File?

Want to see what a clean, well-organized file looks like? Through my ‘Discover QuickBooks for the Wine Industry’ course, you’ll:

  • Learn about the signs of an ineffective file
  • Find out about fatal costing mistakes
  • See the QuickBooks Fundamental Five in action. CLICK HERE

The Costing Book

Want to really get to grips with how to set out your costing book? My engaging live seminars and ‘How to Calculate the True Cost of Your Wine’ classes (available to Silver Club members) will tell you how to set it up, the details you’ll need, and the issues to watch out for. CLICK HERE

Book to Tax Difference

Trying to figure out the difference between tax costing and true (GAAP) costing?
The Book to Tax Adjustment mini-course – created in conjunction with a wine industry specialist CPA – will provide you with a seriously efficient way of calculating Book-Tax Differences. CLICK HERE

For A Complete List of ALL our Courses, CLICK the Link Below:

Our Courses

SVB Annual Wine Survey – Heads Up

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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

The Crush

Your first step to running a profitable winery and crushing your business goals.