Requisite course for winery managers

Discover QuickBooks for Wineries

QuickBooks is a practical and easy-to-use tool for small to medium business owners. However, the user guides and best practices you’ll find online don't align with the complexities of the winemaking industry.

This course introduces you to Quickbooks for small and family-owned winery businesses that don’t have an accounting background or the budget to hire a full-time bookkeeper. It is a first and easy step towards profitability!

Instructor: Jeanette Tan | Modules: 1 | Class length: 1h | Lifetime Access | Students Only Forum

Discover Quickbooks for Wineries

You will learn which QB program to select and discover how to leverage Quickbooks to run a healthy and profitable business, including: setting up inventory, tracking sales by channel, entering POS sales and keeping track of samples, pours, and inventory shrinkage.

Course takeaways

You will gain access to our Fundamental Five Checklist, a Chart of Accounts for wineries, and an overview of our bookkeeping system designed for boutique wineries

  • Discover QuickBooks

    for Wineries

    Make smart decisions when it comes to your bookkeeping and financial operations.

    $47 | Take the course

Meet your instructor Jeanette Tan

Jeanette Tan was an Adjunct faculty member with the Sonoma State Wine Business Institute. She has over 10 years in the Wine industry and is an Advanced Certified QuickBooks ProAdvisors. More importantly, she has experience being a small business owner and understands the challenges that small winery managers face.

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.