QuickBooks training for winery managers

Uncork greater profits

QB Winery Solutions gives you the business knowledge you need to overcome the financial complexities of running a winery.

Don’t put your winery at risk

Innocuous bookkeeping mistakes can quickly ferment into a financial disaster. QB Winery Solutions teaches you how to catch costly mistakes early and ensure that your business will still be around ten years from now when your wine has reached its best.

I wish I had done The Fundamental Five course when I first bought my winery.”

— Joann C.

Embrace complexity, find simplicity

Learn how to set up your QuickBooks, cost your wine and optimize your sales channels so that you can begin to enjoy your beautiful vintages worry-free.

  • Our courses include exhaustive resources on how to use QuickBooks, including a Fundamental Five course that teaches you a system that we designed specifically for small winery owners and their teams.

  • Nobody gets into the wine business because they like bookkeeping. Access free content that will streamline your operations for you and your team easier.

  • Many small winemakers make the fatal mistake of using Tax costing. We teach you to calculate and use your wine’s True Cost so that you can have accurate and strategically useful financial reporting.

  • Small business owners don’t have the luxury of having a full-time CFO. We give you the financial literacy and best practices to analyze your financials and make intelligent and fruitful business decisions.

From reluctant bookkeeper to successful winemaker

Standard business tools and templates are not well adapted to the complexities of the small wineries. Our courses give you everything you need to track your winery’s financials accurately in QuickBooks.

  • Get your QuickBooks in order

    Take the Fundamental Five course to set up your QuickBooks for your small winery operations.

  • Gain financial literacy

    Stop losing sleep over your financials. Learn to read your reports, catch discrepancies and fix costly mistakes.

    View all courses

  • Run a profitable winery

    Get back to enjoying making and drinking wine while running a successful business.

“Step by step, over about one year, I felt well prepared to handle all the process requirements to support a winery business.”

— George C.

Start with the fundamentals

The Fundamental Five Course is a Complete QuickBooks Training System for Small Wineries. Stay on top of your winery’s financials with our QuickBooks standard operating procedures, best practices, and ongoing business training.

  • The Fundamental Five Course

    The journey to running a profitable winery starts with the fundamentals.

    • Complete bookkeeping system for small wineries

    • Sales channel reports, POS optimization, shrinkage tracking and more.

    • Discounted consultation rate

    • Students only forum

  • The Copper Club

    A free introduction to Quickbooks and winery accounting.

    • QuickBooks 101

    • Costing in 6 min

    • Reports 1

    • Members only forum

You don’t need a business degree to run a successful winery

QB Winery Solutions was created by a small business owner and reluctant bookkeeper who understands what it takes to overcome financial complexities and set your business up for success.


“When I began working for a winery that was using QuickBooks, I discovered how complicated costing was, and how little information there was out there to help small to medium business owners understand their financials!”

— Jeanette Tan, Founder of QB Winery Solutions

Simplifying bookkeeping for small wine producers

If your winery produces less than 10,000 cases per year, you probably fill the role of Bookkeeper and Chief Revenue Officer on top of being accountable for producing great wine. Unfortunately most of the financial experts out there don’t understand the complexities of running a small winery. And, all the other business programs for the wine industry address the needs of much larger wine operations.

FAQs

  • Yes you can! I started out as a pastry chef, then became a restaurant owner, and am now a Consulting CFO. I designed these courses for folks who don’t necessarily have a financial degree or background. The knowledge that has been poured into this program comes from years of working for small businesses, and learning the complexities of the winery business. If I can do it, so can you.

  • That depends on how big the mess is in the first place. While you are learning new procedures, your business needs to keep moving forward. It's like you are trying to turn around a freight train. Additionally, many procedures such as club runs, bottle runs, and crush are seasonal, so it could take up to a year to get you to a place where you can completely understand and trust your financials and start learning how to make strategic decisions based on them.

  • We recommend everyone start with the Discover QuickBooks course for an overview and to see both what to do and what not to do.

    If you need step-by-step instructions to transform your QuickBooks file, then the next course is to take the Fundamental Five course. If your costing is not correct or you don't have a CFO, take the Costing Book Checklist course to learn how to calculate the True Cost of your wine.

    Once you have the fundamentals in place, you can join our Silver Club where you will learn to become more strategic about your business decisions.