Missed California's EPR deadlines, or waiting to see how the lawsuits turn out? Here's what the penalties could be, why the lawsuits don't change your deadlines, and your first step.

PEPRS, CAISA, CMC, ISR Plan. California’s EPR Program comes with a lot of acronyms. Here are the four reports in plain English, plus a quick-reference acronym list for wineries.

You can't report what you haven't identified. This post gives you a packaging checklist for small wineries and shows you how to weigh each piece. Then download our free email templates to get material and plastic details from your vendors.

Under $1 million in California sales? Your winery may qualify for the Small Producer Exemption, but only if you apply. Here's what counts toward the threshold, how to prove it, and what to do if you missed the deadline.

Heard about California's new packaging program and wondering if it applies to your winery? Start here: what the EPR Program is, a quick self-check, and an 8-step roadmap for small wineries.

If your winery QuickBooks file feels like a mess, the structure underneath it is probably to blame. Learn why so many small wineries inherit the wrong setup — and what a correctly built winery chart of accounts actually looks like..

California’s new EPR packaging regulations became effective May 1, 2026, yet most small wineries have barely heard of them. This article explains who may qualify as a producer, how the small producer exemption works, upcoming registration deadlines, and the packaging records wineries may soon need to maintain.

Insights from the InnoVint Winery Health Report on profitability, customer relationships, and operating intentionally in a soft wine market.

Most winery financial reports show you total revenue. What they don't show you is which channel is actually making money. Here's how to find that number — and why it changes everything about how you run your winery.

Most winery QuickBooks files don't start out messy — they get messy over time. Here's the hidden reason your reports are hard to read, and the fix that makes everything clearer.

QuickBooks can handle winery inventory — but most small wineries aren't using it that way. Instead, they're working around it with spreadsheets, warehouse reports, and eCommerce programs, while waiting until year end to find out what their wine actually cost them.

In this post, I walk through the three inventory mistakes I see most often in small winery QuickBooks files: inconsistent sales entry across wholesale and DTC channels, case goods that disappear after a bottle run, and samples and pours that never get recorded. Each one distorts your COGS a little more — and once inventory is off, nothing downstream is right.

The good news is that these almost always trace back to a setup issue, not a math problem. Fix the structure, and your numbers start telling the truth.

The wine industry has been contracting for years. Tasting room traffic is down. Wine clubs are stalling. Wineries are closing. If your financial system isn't built for this, here's what to fix first.

Learn how wineries can pursue potential tariff refunds after the Supreme Court ruling. Discover which vendor charges may be recoverable, what records to gather, and how to request credits or pricing adjustments from suppliers.

SVB Wine Industry Survey is now OPEN. Survey participants will receive an exclusive report of over 80 charts, summary analysis and detailed responses of wine industry metrics and trends. You can use these numbers to benchmark your own performance. But hurry, the portal closes on Monday, October 27th..

Make crush season less chaotic. Learn how to record grape bills, handle payment terms, and avoid common QuickBooks errors that cause back-and-forth between cellar and bookkeeping teams.

Learn how to build a financially healthy winery. In this free webinar hosted by VinoShipper, Jeanette Tan shares practical strategies for small wineries to manage cash flow, price for profit, and plan for sustainable growth.

As many as 30% of wineries may not survive the industry reset. Learn how a strong financial management process can help your winery beat the odds.

Small wineries have a unique advantage in marketing—they’re nimble, close to their customers, and able to test and tweak strategies quickly. By asking four key questions and tracking results carefully, owners can move beyond “hope marketing” to create smart, simple plans that drive real results.

Participate in the survey and receive a complete set of results. The deadline to submit is Friday, May 19th. The blog post includes a link to the survey, a pdf of the questions, and a video to show how to answer the QuickBooks questions.

With tariffs on the horizon, the wine industry faces potential cost increases across the board—from barrels and glass to shipping and European equipment. While imported wine prices may rise, boosting demand for U.S.-produced wine, wineries must prepare for disruptions.