August 19, 2024 — To combat the costly and persistent issue of returned shipments in the direct-to-consumer (DtC) wine shipping industry, RedChirp and Sovos ShipCompliant are proud to announce an innovative integration that enables wineries to automatically text customers notifications that their shipments are on the way. This will significantly reduce returns and boost customer satisfaction. With the high cost and strict adult signature requirements for shipping wine, spirits, and beer directly to consumers, timely and effective communication is essential. Unlike emails, which are often overlooked, text messages are more likely to be immediately noticed, making them a valuable tool for keeping customers informed and engaged. Through the Sovos ShipCompliant integration, wineries can automatically trigger text message notifications as soon as a tracking number appears in ShipCompliant. These messages can include tracking links, allowing customers to easily monitor their sh

“Tasting Room Traffic is Down” or “Ecommerce Lowest Since 2019” or “Wine Club Attrition at All Time High” – these are not subject lines we’re unfamiliar with lately. There is a lot of doom and gloom being reported highlighting downward trends. However, as an industry, we’re prevailing and seeing a lot of positives within and collectively with the individual DTC channels. Now, more than ever, is the time to break down silos in winery DTC channels. If we are going to survive, let alone thrive, we need to work together. The adage “when the tide rises, all boats rise” has never been truer. This applies to inter-winery, intra-winery, and within the larger communities to which we belong. Often, there are deep-seated territory fights within a single winery, otherwise known as ‘The Channel Wars’. It may be from competing priorities, a fight for resources or attention of senior leadership, or from a personality con

Join us on July 11 for a Lunch Roundtable with experts from Moss Adams and Silicon Valley Bank for a Wine Industry Update and Tools for Success. During this in-person program we’ll discuss the following topics: The recent Silicon Valley Bank direct-to-consumer wine industry survey results The top three things to consider as you navigate state and local taxes that impact business profitability and tax liabilities How Barrel ERP for wine can create greater efficiencies in your winery operations July 11, 2023 - Agenda: 11 AM: Welcome and registration 11:30 AM–1 PM: Presentation 1 PM–1:30 PM: Networking Register Now Speakers Bill Vyenielo, Senior Wine, Beer & Spirits Business Consultant, Moss Adams Michael Parker, Partner in Charge, Moss Adams Benjamin Alderton, Senior Manager, Moss Adams Adam DeZego, CPA, Senior Manager, Moss Adams Rob McMillan, Executive Vice President & Wine Division Founder, Silicon Valley Bank Rob Walker, Central Coast Market Manager, Silicon

Mitroff Consulting & Associates has been retained to conduct a search for the Tax Senior Manager for our Client. This newly created role is a senior level one with advancement opportunity to Partner of the Firm. Also, please note: This position does not require more than 40 hours per week; most work 32 to 34 hours per week. You may also work remotely, if you need to, a couple of days a week. Here is a brief version of what we are looking for: Twelve plus years of senior accounting experience within a CPA Firm and wine or construction industry experience, including strategic planning for growth Active California CPA license is required For more information and to apply, go to: https://www.wineindustry.jobs/jobs/167460616-tax-senior-manager-at-mitroff-consulting-associates

Tax Senior Manager at Mitroff Consulting & Associates (Santa Rosa, CA, USA)

off Consulting & Associates has been retained to conduct a search for the Tax Senior Manager for our Client. This newly created role is a senior...

Our Client provides accounting, tax and consulting services to public and private middle-market enterprises in many different industries. We are extremely interested in talented public accounting professionals with outstanding experience in tax or assurance.  We are seeing Accounting Professionals and a Tax Senior Manager.  See more details and apply here.

Scott Naylor Named LibDib’s Vice President of Finance and Compliance  Naylor is promoted to the position as the three-tier alcohol distributor continues to expand into new markets San Jose, CA, July 6, 2022𑁋Wholesale alcohol distributor, LibDib, today announced that Scott Naylor has been named as the company’s new vice president of finance and compliance. Naylor joined the LibDib team in August 2018. He most recently served as LibDib’s senior director of finance and compliance. “Scott Naylor has been integral to the LibDib team over the past four years and I am honored to announce his new role as our VP of finance and compliance,” said Richard Brashears, COO at LibDib. “Scott has played a large role in the growth and scalability of LibDib. As we continue to expand into new markets and grow our web-based distribution model, his experience will be invaluable to our team.” As vice president, Naylor will oversee the team of finance, account

Join Moss Adams and Bank of Marin as wine industry financial professionals discuss the issues and opportunities impacting the market. We’ll take questions from the audience and cover topics including: The current status and implications of Small Business Administration (SBA) Paycheck Protection Program (PPP) loans 2020 fires impact on the market Smoke taint-related tax credits and federal, state, and local tax considerations Free webinar: February 11, 2021 11:00 AM PST - 1 hour Register Here Speakers Marshall Graves, SVP, Sonoma County & Central Coast Commercial Banking Regional Manager, Bank of Marin Marshall is focused on growing the Bank’s customer base by building lasting banking relationships with local commercial and wine-related businesses. Leading an experienced lending team, he directs business development activities and oversees loan structuring and underwriting. Prior to this role, Marshall was a Senior Commercial Banking Manager and Wine Industry