Common Questions

  • 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.

  • We specialize in financial consulting and strategy for small winery owners. We offer services such as creating and managing the chart of accounts, creating procedures to accurately track inventory and costs, and optimizing QuickBooks for a small winery.

  • Unlike general accounting firms, we focus exclusively on the unique financials needs of small wineries. Our expertise in this niche allows us to provide tailored solutions that tother firms might overlook or misinterpret.

  • Absolutely! Most of our clients are passionate about winemaking but not accounting. We simplify the financials side of your business, allowing you to focus on what you love while ensuring your winery's financial health.

QuickBooks and Setup

  • QuickBooks is a versatile and widely used accounting software that can be tailored to the specific needs of wineries. QuickBooks will manage inventory, track costs, and integrate sales channels, providing you with a comprehensive financial overview.

  • Yes, we can! We specialize in setting up QuickBooks for new wineries, ensuring your chart of accounts, inventory and cost tracking are configured properly right from the beginning.

  • Absolutely. We can help clean up and reorganize your QuickBooks setup, ensuring everything is accurate and efficient, which will save you time and prevent future headaches.

  • QuickBooks has a robust system built-in to track inventory and calculate your Cost of Goods Sold (COGS), however it must be set-up correctly. And we will show you how to harness this robust system.

  • Yes, our system will track both cost per unit (bottle or case) and cost per sales channel.

  • We can help you create meaningful financial reports including profit and loss statements, cost analysis, and sales reports by channel. These reports and many others provide insights that drive informed decision-making.

  • While we are not Compliance Specialists, our Fundamental Five system will keep the information organized so that you can stay compliant and avoid potential legal issues.

Working with QBWS

  • Our process typically involves three steps:

    1. Initial Consultation to evaluate your setup and prioritize areas to improve.

    2. Review Costing Process and establish effective procedures.

    3. Provide continuous support and consulting to help you manage the business to meet your goals.

  • The setup time can vary depending on the complexity of your business and your current financial systems, Since you likely have an ongoing business, we prioritize the most important tasks so you can keep up with your current workload.

  • We offer ongoing support with 3 main ways depending on your urgency and budget:

    1. Silver Club Membership

    2. As-need consulting

    3. Ongoing consulting and CFO services

  • Our pricing is tailored to the specific needs of each client regardless the size of winery. After our initial consultation, we provide a customized proposal outlining the costs based on the services required.

  • Yes, we offer training sessions to help you and yuour team become proficient in using QuickBooks for winery accounting. This includes basic bookkeeping, inventory management, and financial reporting.

  • To get started, fill out the survey then schedule a free discovery call with us. During this call, we'll discuss your needs, explain our process, and outline the next steps to get your winery's finances on track.

Have more questions? Send us a message.