Any of these sound familiar?

Owners of boutique and family wineries face a unique set of challenges, but none are too big to overcome.
If you recognize any of these statements, we can help:

“My tax return says I’m losing money. But it can’t be that much, right?”

“I don’t know where to focus my efforts to get the best results.”

“I need to know how much my wine costs, so I can sell it at the right price.”

“Everyone says QuickBooks is the way to go, but my reports don’t make any sense.”

“I’ve asked for help, but all I got was confusing technical jargon.”

We created a suite of webinars, articles, and other resources to help you answer these questions and make sense of your finances.

Running a winery is a complex and challenging job. We make it easier for you and your team with our courses and our winery management program — The Silver Club.

---

We find there are three types of Owners, and they are represented by Riley, Dana, & Alex

• Riley does everything from the day-to-day bookkeeping, month-end close, and costing. We refer to the Rileys of the world the Reluctant Bookkeeper. Frankly, they are the folks we have created most of our courses and videos for.
• Dana only does the day-to-day bookkeeping. However, the Danas of the wine industry actually enjoys this task because it allows them to keep an eye on the pulse of the business. Dana has an accountant who handles the month-end close and the costing.
• Alex is allergic to QuickBooks and relies on the bookkeeper and the CFO to handle the run reports. Even though Alex does not touch any of the bookkeeping, they cannot abdicate their responsibility for oversight, and they need to ensure there are proper controls in place