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.
Tired of sorting out files that are a mess compared to your other clients’? Or, has an existing client from a different industry suddenly decided to try their luck running a vineyard?
Whether you’re a CPA, tax preparation expert or bookkeeper, I’ll help you learn the lingo, master QuickBooks for wineries and – most importantly – avoid that fatal costing mistake all too many winery owners make.
Ultimately, the proof of the vintage is in the tasting. So, if you want to learn more about my professional accreditation and experience, check out my testimonials from leading CPAs.
Continuing Professional Education (CPE) credits
Want to formalize what you’ve learned with CPE Credits? Attend one of my sessions at Sonoma State Wine Business Institute.
Managing a winery is a complex and challenging job. We make it easier for you with our winery management program, The Silver Club.
Specialist Winery Courses for Accounting Pros
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
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
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
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