Oh sure, there’s a ton of romance and history in the origins of winemaking. And every boutique enterprise, no matter how large or small, has a charming tale to tell about their artisan craft and how it all got started. But at the end of the day, wineries live or die by their numbers No matter how compelling the story or how good the wine, if the numbers don’t work, the business is bound to fail. To avoid that, it’s imperative for wineries to have rock-solid data on their day-to-day fiscal operations so they’re able to determine the overall health of their organization. That’s where having the right financial infrastructure in place becomes critical. Set Up for Wine Industry Protea Financial is an outsourced, operational financial partner intentionally focused on the complexities and challenges of wineries. Winery owners need accurate bookkeeping, timely reporting and proactive inventory management in order to drive profitability. With 12+ years in the business, Protea Financial

With more than 15 years of financial acumen housed in a team of 20 professionals that includes seven licensed CPA’s steeped in wine industry know-how, the Allen Wine Group (AWG) is the premiere CPA firm poised to take the global wine business to the next level. “We work in only one industry: wine,” confirms founder and managing partner Timothy Allen. “Most of our employees worked at a winery before coming to AWG, which gives us the rare experience of being on both sides of the desk. That unique understanding allows us to give our customers exactly what they need to succeed.” Allen Wine Group offers a comprehensive range of financial oversight services to wine industry businesses, specializing in: Fractional CFO and controller work Full-service accounting and bookkeeping Business advice & strategy Winery performance audits Winery compliance Income tax services Audit, review and compilation reports CPA-prepared financial statements Wine Industry CP

**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. 

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.