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.
Who Are The Courses For?
Our courses are designed for anyone working closely with the winery owner who needs to understand key bookkeeping processes, including. These folks are not accounting professionals and do not call themselves “bookkeepers” even though they are doing many of the same tasks as a bookkeeper:
- Office managers
- Tasting room managers
- Assistant winemakers
Have you been asked to get that QuickBooks file in order, but you have no idea how to pull that off?
When the winery owner asks for reports (all due yesterday), do you cross your fingers and hope the information is accurate?
Our courses are built on decades of experience working with QuickBooks and with folks just like you. Discover our system, specifically designed for small, boutique wineries. Set up QuickBooks to handle all the accounting processes including:
- Paying bills
- Creating invoices
- Integrating POS sales
- Recording deposits
- Making bank reconciliations
Receive clear, jargon-free tutorials tailored for winery office managers with courses from QB Winery Solutions.
Managing a winery is a complex and challenging job. We make it easier for you with our course and winery management program, The Silver Club.
We find there are three types of Office Managers, and they are represented by Madison, Harper, & Erin
- Madison, like all office managers of small businesses, has a can-do attitude and is juggling the bookkeeping tasks with a hundred other tasks like managing the website and ordering bottling materials. Madison handles the day-to-day transactions, but similar to Dana, Madison relies on the accountant to do the month-end close and costing.
- Harper is a college student, a retiree, or simply a trustworthy person with extra time who was roped in by an Ollie to handle the day-to-day bookkeeping. This is a very part-time job that they fit in a few hours a week. Unlike Blair the Bookkeeper, they are not accounting professionals.
- Erin and Madison are similar, but Erin loves excel and is comfortable with more complicated accounting tasks. The Erins of the wine industry will do the month-end close and will tackle the costing process. They fulfill many of the functions of a CFO.
