QB Winery Solutions

300 Carlsbad Village Drive Ste 108a-45, Carlsbad, California, United States of America, 92008

March 1, 2026

Boost Your Winery’s Profits with the Right Accounting Software

Running a winery is a labor of love, but managing finances shouldn’t feel overwhelming. With tools like QuickBooks, small wineries can streamline operations and boost profitability. I know that you love your excel spreadsheets, but consolidating that information in one place gives you a more powerful tool. Here’s how:

Balance Costs and Pricing with Ease

QuickBooks tracks every expense, from bottling to labeling, while managing inventory and tracking sales details.

  • Monitor inventory: Stay on top of costs at every stage of winemaking.

  • Forecast revenue: Use reports to prepare for seasonal fluctuations.

  • Control costs: Budget effectively and compare your actuals versus the plan.

These details help you ensure that your pricing will keep your winery profitable.

Automate Accounting Tasks

Save time on everyday tasks using apps that integrate with QuickBooks desktop and online:

  • Sync sales data from tasting rooms and online stores.

  • Streamline bill paying and managing accounts payable

  • Email invoices and receive EFT payments from distribution and wholesale or customers.

Automation means fewer errors and more time to focus on that stuck fermentation.

Why QuickBooks Works for Wineries

QuickBooks offers customizable reports, scalability, and cloud access. Its integrations with tools and apps simplify workflows. It's easy for non-accounting professionals (and the Reluctant Bookkeeper) to use. QuickBooks works well for wineries:

  • Track cased goods by SKU.

  • Deep dive into sales metrics

  • Gain insights into cash flow and profitability.

Invest in QuickBooks to simplify your finances and spend more time doing what you love—making great wine.

Our Fundamental Five course shows you step-by-step how to set up QuickBooks for a small winery. Check it out here.

September 17, 2025

How a Financial Management Process Can Help You Beat the Odds

30% of Wineries Won’t Survive - Will You? 

“The crop will be great this year, but the harvest will be low.”

That’s the best line I heard at two recent industry meetings. Wineries continue to cut back production to match demand and balance inventory. Some brands have already decided to stop making wine, selling off inventory at discounts as they quietly wind down. Estimates suggest that as many as 30% of today’s wine brands won’t survive the current “industry reset.”

The difference between survival and closure often comes down to one thing: financial management.


You already have a process for winemaking—you guide growers and winemakers to deliver the wine you expect. But do you have the same kind of process for managing your finances?

Too often, bookkeeping is left on autopilot. Bookkeepers enter data the way they see fit. The result? Financial statements that may be accurate in a technical sense but aren’t structured to give you, the owner, the insights you need. A Financial Manager, by contrast, directs the process—ensuring entries are consistent, reports are reliable, and the information is decision-ready.

Think of it like winemaking: A field blend happens when grapes are harvested together, giving you whatever blend the vineyard yields. Sometimes it works, but you have little control. A crafted blend gives you options—you can adjust the varietals, timing, and proportions to produce the wine you envisioned.

Financial reporting works the same way. If your bookkeeping creates field blend type reports, your numbers are scattered across accounts with no way to pull the right levers. You’re left with “you get what you get.” But if you structure your financials intentionally, you gain control over the levers that matter: sales, cost of goods, and expenses.

You don’t need to do the bookkeeping yourself—just as you don’t have to pick the grapes or do the punch downs—but you do need to direct the process, know what the results should look like, and guide the adjustments.

Because in today’s climate, relying on a field-blend approach to your finances could leave you among the 30% who don’t make it. Taking control of your financial process is what gives you the best chance to thrive.

If your financials feel more like a field blend than a crafted blend, it’s time to take control. That’s exactly why I created the Fundamental Five—so winery owners like you can structure your books, understand your numbers, and make decisions with confidence. Join our next cohort and give your winery the financial foundation it needs to thrive.

Written by Jeanette Tan
jeanette@qbwinerysolutions.com

August 21, 2025

Marketing Without the Guesswork: A Smarter Way for Small Wineries

In today’s challenging business climate, many small winery owners are cutting back wherever they can. But when it comes to marketing, the stakes are high: cut too much, and you risk losing momentum. Spend without a plan, and you may as well be tossing cash into the vineyard wind.

Too often, I see owners relying on what I call “hope marketing.” They send out an ad, launch a promotion, or host an event—and hope it brings in more customers or wine club signups.

It’s a bit like planting a vineyard without knowing your soil, climate, or varietals. You spend the money, put in the work, and pray for a great harvest… but you’re not set up for consistent success.

And then there’s the temptation to copy what big wineries are doing, thinking it must be the “right way” to market. So they hire an expensive marketing consultant—one who’s used to working with large companies—and end up hearing nothing but crickets. It’s like planting Cabernet in a region better suited for Pinot Noir: just because it worked for someone else doesn’t mean it will thrive in your unique conditions.

The good news? As a small winery, you actually have an advantage the big players don’t: you’re nimble. You’re closer to your customers. You can test and tweak your marketing on a small scale without wading through layers of approval or bureaucracy.

So how do you use that advantage wisely? Start with a simple, clear marketing strategy.

Four Questions to Build a Smarter Marketing Plan

Think of your marketing like tending your vineyard—each activity should have a purpose, be tracked, and improved over time. Ask yourself:

  1. How much will this program or project cost?

  2. What’s my expectation? Am I aiming for more tasting room visitors, wine club signups, or something else?

  3. How will I measure it? What numbers will tell me if it worked?

  4. How can I tweak this to improve next time?

This doesn’t require fancy software or complex dashboards. Think of it like checking your fermentation: you don’t need a lab full of scientists—you just need a hydrometer and regular tasting to stay on track.

Tracking Sales: Your Financial System as a Marketing Tool

Here’s where your financial system can help you make smarter marketing decisions.

One of the Fundamental Five steps in our QuickBooks system is tracking sales by “class.” Many wineries only track two: Distribution and DTC (Direct-to-Consumer). But lumping all your DTC sales into one category is like saying “red wine” without specifying Cabernet, Pinot Noir, or Zinfandel—you lose important detail.

Instead, create sub-classes for each DTC channel: tasting room, online store, wine club, events, farmers markets, etc. That way, you can see clearly which efforts are paying off and where you might need to prune your efforts.

I worked with a winery that broke down their DTC sales like this for the first time. They discovered their local farmers market booth—something they thought of as a “side project”—was outperforming their online store. With that insight, they shifted resources and doubled their wine club signups in one season.

Small Winery, Big Advantage

The beauty of being small is that you can try things on a modest scale, track your results, and adjust quickly. Large wineries might need a year to change course. You can do it in a month.

But here’s the catch: to make smart decisions, you need good data. That’s why tracking and reviewing your results is so crucial.

It’s like winemaking—tasting at every stage helps you adjust before the wine goes into the bottle. Marketing is no different.

Ready to Get Smarter About Your Marketing?

Your financial system can do more than track expenses—it can help you understand what’s working, what’s not, and where to focus your energy.

Want to see how your winery’s numbers can guide smarter decisions? Our Fundamental Five system shows you how to turn your financial data into a marketing advantage - without spreadsheets or guesswork.

Because hope is not a strategy—but a smart, simple plan can get you real results.

July 2, 2025

Three Key Takeaways from the 2025 Silicon Valley Bank DTC Report

Written by Jeanette Tan 

The 2025 Silicon Valley Bank Annual Direct-to-Consumer (DTC) Wine Report, released in early June, is full of insights especially relevant for small, family-owned wineries. As Rob McMillan notes, there is “tangible evidence that we’re moving forward through this cycle,” and smaller wineries, in particular, are showing signs of success in navigating these changes. Here are my top three takeaways:

Download the report here: SVB 2025 DTC Report


1. Small Wineries Built the DTC Model – and Still Lead It

The report acknowledges the massive impact small, family wineries have had on shaping the DTC model we see today. Rob McMillan explains that 15 years ago, the dominant model was simple: wineries made the wine, and distributors sold it.

Even after the 2005 Granholm Decision opened the door to DTC, many in the industry doubted that wineries had the necessary skills to sell directly. But when distributors began dropping smaller producers, small wineries had no choice but to adapt—and they led the charge into DTC.

This wasn’t driven by MBAs or corporate boardrooms. It was built by hands-on winery owners finding a new path. Today, the average winery now earns 70% of its revenue from DTC sales.

If you’ve been working in the small winery space, this isn’t news to us—but it’s still important. The report confirms that wineries selling more than 70% DTC saw the highest growth in both revenue and volume.


2. Wine Clubs Are Evolving – and Younger Consumers Are Paying Attention

The wine club remains a powerful sub-channel of DTC, and this year’s report dives into what’s working. Rob highlights strategies from wineries that grew their clubs by at least 5%, particularly among consumers aged 30 to 46. Here’s how your winery might compare:

  • 1/3 of respondents saw 5%+ wine club growth

  • 1/3 experienced shrinkage

  • 1/3 stayed about the same

  • Notably, wineries producing under 2,500 cases annually had the highest net acquisition.

Successful wineries shared some key themes for attracting younger members:

  • Younger buyers are highly digitally engaged, influencing how they discover and buy wine.

  • They expect your brand to align with their values and passions.

  • They respond to authentic, bold brand storytelling—not traditional, buttoned-up marketing.

  • They appreciate demystified, approachable wine experiences, not lectures or jargon.

If you only read one section of the report, make it pages 7 to 11. They’re packed with practical ideas you can use to boost engagement and growth in your wine club.


3. Visitor Behavior Has Changed – Have Your Policies?

Visitation is down, and according to the report, that trend is here to stay. It’s time to revisit your policies around tasting fees, walk-ins, and reservations.

If your approach is based on “what everyone else is doing,” it may be time to rethink. The charts on pages 30 to 40 show how wineries are adapting their models—shifting toward reservations, adjusting pricing, and rethinking the tasting experience to match current realities.

Don’t wait for things to “go back to normal.” They’re not.


Other Insights Worth Noting

There are other nuggets sprinkled throughout the report, such as:

  • Rob urges wineries to revisit e-commerce—an often-underused channel with room for growth.

  • He emphasizes the need to align production with realistic sales projections.

And finally, some encouraging words from Rob McMillan:

“Now, all we need to do is take advantage of our built-in advantages and collaborate, and I’m convinced we’ll find success”
— Rob McMillan, 2025

Want to Know What These Trends Mean for Your Bottom Line?

Understanding trends is one thing—knowing how they impact your margins, cash flow, and long-term strategy is another. If you’re unsure how to adjust your financial plans in response to changing DTC dynamics, wine club growth patterns, or declining visitation, I can help.

I specialize in helping small, family wineries use their financial data to make smarter decisions.

Click here to go to our website

Send us a message

October 24, 2024

Free Webinar: Three Steps to a Financially Healthy Winery

The "Three Steps to a Financially Healthy Winery" webinar is designed for winery owners, managers, and anyone responsible for the financial health of their winery. Whether you're an owner juggling multiple roles, a manager tasked with overseeing finances, or simply someone looking to improve your understanding of winery financials, this webinar is for you.

Join us to learn how to:

  • Maintain clean and accurate financial records using QuickBooks

  • Understand the true costs of your wine production to make informed pricing decisions

  • Leverage financial insights for strategic growth and long-term success

This webinar provides practical tips, tools, and guidance to help you build a solid financial foundation for your winery.

Register here:https://www.qbwinerysolutions.com/financiallyhealthywinery

Date and Time: Tuesday, October 29, 11:30 am PST | Instructor: Jeanette Tan | Duration: 45 minutes | Format: Live Webinar with Q&A | Cost: FREE | Replay Available 

September 3, 2024

3-Part Process to Help Small Winery Owners Be More Profitable

1. Get your financial file in order

Be honest (we won’t judge!), do you file the financials away without looking at them because they are confusing? You are not alone! Without a clean and clear organization, your reports are impossible to understand, so when you need to make important business decisions, they are not at all useful. 

Get your accounting file and financial procedures in order with our system The Fundamental Five!

2. Calculate your True Cost

If you ask your tax accountant, if the “cost” they calculated for your wine is “tax cost” or “true cost”., they likely told you “tax cost”. (which is what you want to file your taxes). 

But did you know that Tax Cost is lower than True Cost, so If you price your wine based on Tax Cost, you could be making a fatal mistake. 

We help you calculate your True Cost, empowering you to make informed financial decisions in your winery.

3. Plan a path to growth and profitability

Congratulations! Your books are in order, and your costing is accurate.  Now it’s time to have some fun forecasting your cash needs, analyzing your activities, and planning a path for growth and profitability. 

Every business needs a CFO, but a small winery doesn’t need one full-time. We have a range of Outsourced CFO Services suitable for 50 case and up to 20,000 case wineries. 

Let us find the right support for you!

January 29, 2024

QuickBooks License Policy 2024 Update

Beginning August 1, 2024 new QB Premier Licenses will NOT be sold.

Intuit announced that they will no longer be selling NEW licenses to QuickBooks Desktop Premier. What this means for you:

  • By July 2024 you must be using a Subscription version NOT the CD/Standalone version

  • Beginning August 1st, 2024 only QB Enterprise will be sold for Desktop users

The annual subscription rate for QB Desktop Premier is $949. QB Enterprise Silver (which is the basic version) is $1,128 per user when purchased through your friendly ProAdvisor. So, Intuit is phasing out QB Desktop Premier and replacing it with QB Enterprise.

Of course, Intuit is trying to force everyone to migrate to QB Online. However QB Online Plus (which is the version with Inventory and budgets) is $1,080 for 1 to 5 users so it is not necessarily a lower cost option. As I have discussed in previous blog posts, QB Online is not powerful enough for a winery with over about 3,000 case annual production. Read the Blog Post

December 7, 2023

Beverage Container Recycling for the Wine Industry Begins January 1, 2024

CalRecycle anticipates bringing 1 billion bottles into the recycling program with the addition of wine and spirits. Amy Cameron, CalRecycle

Written by Jeanette Tan  |  Photo by Shutterstock

This new law affects all California wineries and out-of-state wineries shipping directly to customers in California.

Just a reminder that I’m not a CPA or a Compliance expert. For the rules and regulations go to 

CalRecycle

CalRecycle YouTube Channel Webinar Recording

Register for CalRecycle webinar on December 13th

11/20/23 Update - Turns out (no surprise) some of the rules have been changing. The Sonoma County Vintners held a webinar in Mid-November and discussed these changes:

  • Sonoma County Vintners YouTube Video 11/20/23

  • Wines bottled and labeled before January 1, 2024 DO NOT need to comply with the label rules, so get your labels for your 2024 botte runs updated now.

  • The winery needs to pay for the CRV for wines sold to Restaurants and DTC (including restaurants is a big change)

  • Some “samples” and other promotional freebies are subject to the CRV and some are not. Stay tuned for more details.

  • If you hold an 02 license, you are both the manufacturer and the distributor (remember to use the CalRecycle definitions). However the mobile bottler is also the manufacturer. Stay tuned for more regarding who CalRecycle expects to submit the Processing Report and fees. 

There are 4 aspects of the program: 

  • Registering your winery

  • Paying the processing fee after bottling

  • Implementing the CRV collection and reporting

  • Updating your labels

First of all, as with ALL government programs, the terms used in the rules and regulations is specific to THEIR program and NOT how they are commonly used in the wine industry. Pay attention to their definition of “distributor” and “manufacturer”. On the plus side, the CalRecycle program has been in existence since 1987, so they have well established procedures. It also appears that the CalRecycle team has done their homework on the wine industry and they have anticipated issues that wineries will face. I found the YouTube video to be very helpful.

If you are a winery outside of California, and you ship wine directly to customers through your Wine Club or Internet sales, then this program affects you too.”

REGISTERING YOUR WINERY

Watch the YouTube video first, or join the December webinar. Just know that many wineries began to register last spring, but there is still likely to be a last-minute-rush.

Go here to register your winery CalRecycle Beverage Manufacturer & Distributor Registration

The Registration Team also handles the label review process.


PAYING THE PROCESSING FEE

The Processing Fee is imposed on the mobile bottlers. They will either add this fee to their bill or ask you to pay it directly to CalRecycle. Check with your Mobile Bottler and ask how they plan to handle this.

The fee comes to about $55 for every 1,000 cases bottled. And it’s paid when the wine is bottled.


IMPLEMENTING THE CRV COLLECTION AND REPORTING

You are required to report and pay the CRV fee, regardless if you charge your customers and treat this as a pass-thru (like sales tax) or treat this as a new overhead expense. 

By January 1st you need to decide if you will be collecting 10 cents for every bottle sold DTC or treating it as a new fee. For perspective, for every 1,000 cases of wine you sell in California, you need to pay $1,200. 

At this time, none of the POS and eCommerce programs that are popular with the small wineries have a  CRV function that is up and running. The alternative procedure is to create a CRV “product” and add it to every sale. Per CalRecycle, this is a taxable charge.

11/20/23 Most of the popular POS/eCommerce programs are racing to get their CRV modules working by January 1st. 

At the end of every month, you will file what CalRecycle calls the “Distributor Report” to report and pay the CRV fee. This is from the Reporting and Payment Manual.

Beverage container count must include all containers sold or transferred in California including promotional items, donations, sample “giveaways” and internet sales shipped to a California address.

Only beverage containers that are sold/transferred in California must be reported.

Do not include beverage products that are still listed as your inventory.

Only beverage containers that are sold DTC and to restaurants or transferred in California plus some promotional items & samples must be reported

If your QuickBooks file is set up using our Fundamental Five system, this report will be straightforward, with a little help from your eCommerce program. And if you took our Sales Tax Mini-Course, then you already know the key concepts to calculate the container count.

Keep in mind that the regulations state that you must maintain records of all containers purchased, filled, and disposed of. If you are audited, you will be required to reconcile the containers that you purchased with the number that you reported. That means that you also need to know how many bottles were shipped out of state and shipped to distributors and wholesale accounts.

We feel this is a good reason to set up your file using our Fundamental Five system. In our system, you use QuickBooks to compile all of the sales made in your various programs. This means that you will be tracking your inventory in QuickBooks. In addition to reconciling the bank account, you will also reconcile the cased goods inventory amount. When you set up your classes to show the various sales channels, you can easily identify the re-sale sales from the DTC sales. The fifth step in our Fundamental Five system is to record all of the samples and tasting room pours. This is often a missing step in keeping the inventory accurate.

UPDATING YOUR LABELS

If you implement the CRV program effectively, the program will only cost you 10 cents for each of your samples and other non-sale depletions. However, if you bottle wines in 2024 and the labels do not have the CRV message, you will need to add a sticker to show the correct CRV redemption information. Wines bottled before January 1, 2024, are exempt from the label rule.

You have until July 1, 2025, to implement the label portion of the program. 

You will save a lot of money if you can get the CRV message on all of your 2024 bottle runs.

If you need any help, check with your compliance team or call CalRecycle. They have been running this program for over 20 years, so they are familiar with the procedures.

May 16, 2023

Complete the SVB DTC Survey easily with our video!

Attention all wineries making less than 10,000 cases and playing in the DTC space: the SVB Direct-to-Consumer Survey is a must-have resource for you. In fact, over 75% of past respondents were small wineries, making the results incredibly valuable.

At QB Winery Solutions, we are dedicated to helping small wineries succeed. That's why we've created a helpful video that addresses some of the survey's trickier questions. We cover six questions from the survey, showing you how to run them in both QB Desktop and QB Online. For the remaining questions, you can refer to your eCommerce program or other tools.

Our blog post contains everything you need to participate in the survey, including the submission link, a PDF download of the question, and the video. Usually, these kinds of resources are only available to our
Silver Club Members, but they are FREE for everyone.

Let us help you uncork greater profits!

The survey ends on Friday, May 19th, so hurry.

Cheers!
Jeanette Tan
Consulting CFO
www.QBwinerySolutions.com

April 18, 2023

Managing Winemaking Costs in the Face of Inflation

With rising inflation and operating costs, winery owners are looking for ways to manage the bottom line without raising prices.

Written by Jeanette Tan  |  Photo by Pexels


With rising inflation and operating costs, winery owners are looking for ways to manage the bottom line without raising prices. 

Let’s focus on the rising winemaking costs; I am not suggesting that winemakers allow the bean-counters to make winemaking decisions. However, I am suggesting that winemakers need to be aware of the financial impact of various decisions that they make in the cellar. For example, I told two different winemakers that their yields decreased significantly compared to the previous year. One winemaker said “hmm, I might have concentrated the wine a bit too much.”  The following year, both changed something on the crush pad so that the yield was higher. The wine? Just as delicious.

In our wine costing process, we identify four main components of the cost of bulk wine: grapes, winemaking overhead, barrels, and crush costs. Each is important in its own right but affect your bottom line differently. This is why every winery has a different cost structure. When I review the winemaking costs at the end of the year, I only look at the year-over-year variances, because so called “industry benchmarks” are not meaningful, even if they existed.

Winemakers tend to focus on grape pricing alone, doing the math on the back of an envelope: “One ton will get me the industry standard 65 cases, so $2,000 per ton will come to $13 per gallon.”  The missing component of this calculation is their actual yield. The yield is a function of both, the growing conditions each year and the winemaking decisions. (Anyone remember how juicy the 2016 grapes were?) Of course, the actual yield is further complicated by the blends and toppings. Sadly, you cannot simply count the juice after the press run, because different varietals will throw off a different amount of lees.

Winemakers tend to focus on grape pricing alone …

To understand your yield, take a look back a few vintages and calculate the number of tons you purchased with the final number of gallons that you bottled. This is your ACTUAL yield. Each varietal will differ. If you do any blending or if you do not self-top, this will be a difficult number to calculate without good cellar software. Remember that racking losses will reduce the yield, but topping losses (when that wine is used to top other wines) do not change the yield. 

The next component to focus on is the overhead cost. Just a refresher: the overhead cost pool includes all the payroll and employee benefits, rent, utilities, winery supplies, and wine equipment depreciation. (This is the rule for True Cost, not Tax Cost, that distinction is a different discussion.) The total cost pool tends to be very consistent from year to year. What has been fluctuating dramatically the past five years in Napa/Sonoma is the total gallons produced every year. The overhead cost component is calculated by dividing the cost pool by the total cellar gallons. (Total cellar gallons is the combined total of the number of gallons on hand each month for a year.) The more wine you manage each year, the lower your overhead cost per gallon. 

This is where I hope winemakers will take a closer look. The 2022 harvest was one of the smallest in recent years, not counting the fire/smoke years. Word from various vineyard managers is that the 2023 harvest is likely to be small despite this year’s rain. This means that the total cellar gallons will be down in 2023 and again in 2024. Even if your total overhead cost is the same as last year, the cellar overhead component of your wine will increase. 

One way to correct this is to increase the number of gallons that move through the cellar. Perhaps bring on some crush clients, or make a wine that can be targeted for a private label program. Don’t be afraid to take a closer look at the productivity of your cellar crew. Ask yourself, are those cellar employees needed on a full-time basis? Did you increase the team when the cellar was really full, and are now having productivity issues?

Do you want to be in business 10 years from now when your wine has reached its best?

These are hard choices, but nobody said that running a business was easy. Somehow, folks in the wine industry think that their “hand crafted, pursuit of excellence” mission means that they should never make winemaking decisions for financial reasons. If you want to be in the business ten years from now, when your wine is reaching its best, often these decisions are necessary. 

At QB Winery Solutions we help you with the business knowledge you need to overcome the financial complexities of running a winery. Check out our Costing in 6 Minute course (its free), or our flagship Costing Book Checklist Course.

March 9, 2023

Pain-Free Bank Reconciliations Webinar

**UPDATE** JOIN US on Thursday, March 16 at 10 am PST for an informative look at Bank Reconciliations for small wineries. Hosted by Jeanette Tan, we'll help you understand how to reconcile your balance sheets to increase efficiency and resolve issues quicker. This is a LIVE webinar

February 27, 2023

Two Wine Industries

We often say that there are two wine industries because the way the small wineries operate is so different from the way large wineries operate. Let’s just look at the numbers in the article below.

According to Wine Business Monthly (February 2023) the top 50 wineries produce almost 300,000 cases of wine which is more than 90% of the wine sold in the US. The Very Small and Limited Production wineries contribute about 5% of overall sales.

This article demonstrates the economic power of the large wineries, even though they represent a miniscule portion of all wineries.

I think the small winery or premium category should be split, because a 5,000 case winery doesn't operate like a 50,000 case winery. But we are stuck with this definition in the article.

The Small, Very Small, and Limited Production wineries sell less than 10% of all wine. Thus, their economic impact is very tiny. Dilute that impact by 11,500 wineries and it’s easy to see that a small winery is not likely to garner headlines. Most news articles focus on the Medium and Large wineries because they have big megaphones. However, their results have no relevance to the small wineries.

What if the small wineries banded together? Their sheer number means that they could have a louder voice.
#quickbooks #cfo #wineries #winery #wineindustry #bookkeeping #wineproduction #casessold #winesandvines #sales #powerinnumbers #makeyourvoiceheard #raiseyourvoice #smallwinery #smallbusiness 

https://www.qbwinerysolutions.com/blog/two-wine-industries

February 7, 2023

SAVE THE DATE! March 16, 2023

We have been working with folks to close out 2022, so they can send their files to the tax preparer. But we are discovering that some folks need remedial bank reconciliation training. The ‘bank rec’ is the first step to ensure that the information in your QuickBooks file is accurate. On Thursday, March 16, during our live webinar, we will show you how to use the bank reconciliation module in QuickBooks. More importantly, we will discuss tips and tricks for wine industry folks that will save you time and frustration.

January 5, 2023

Happy New Year! Happy 1099!

Join us for LIVE Webinar on preparing and filing the 1099s, Thursday 1/5/23 at 10 am Pacific.

This webinar is part of our mini-course series. We will show you a more efficient procedure to accurately complete your 1099s and quickly send them to your service providers and independent contractors. During the live webinar, we will also answer your questions. The course includes an SOP for your procedure book and other useful downloads.

To purchase the mini-course and to register for the webinar, CLICK HERE

See you there,

Your QBWS Team

https://www.qbwinerysolutions.com/

November 2, 2022

Sales Tax Made Easy, a new mini-course

Available Now: Sales Tax Made Easy FILE YOUR SALES TAX WITH CONFIDENCE

A course for wineries using QuickBooks by QB Winery Solutions

Who is Sales Tax Made Easy for?

Sales Tax Made Easy is for the Reluctant Bookkeeper (aka The Owner), Office Manager, or anyone tasked with filing the sales tax return. 

Who needs Sales Tax Made Easy? 

This course is for anyone who worries and stresses when it is time to file the return takes a long time to figure out the amounts and forgets how to do the process because they only file once a quarter or once a year This course provides tools, support, and guidance so you can file the return quickly and easily. 

What's included in Sales Tax Made Easy? 

The course Sales Tax Made Easy includes: Easy to follow step-by-step video so you can pull the how to pull the exact numbers you need to file. A simple SOP (Standard Operating Procedure) with screenshots & checklist so you know the right process to follow. A private Q&A Forum so you can post your specific questions and get detailed answers from our team. 

How can I get started with Sales Tax Made Easy?

Sales Tax Made Easy is a video-based course that is available immediately after your purchase. You can also download the SOP. The fee is $147.

The course is available for immediate access now! Click here.

https://www.qbwinerysolutions.com/

October 20, 2022

Wine Industry Economic Impact Report

“...people in many sectors are employed because of that magical elixir we call wine. Bottom line: Wine is the ultimate value-added product” - Tim Trezise, president of WineAmerica.

The report, sponsored by WineAmerica showed a total economic impact of $276.8 billion in 2022. This was a $57 billion increase since 2017. Here is a summary in Winebusiness.com

On the WineAmerica website scroll down to the bottom to read the impact in your state.