Bookkeeping Services

We help wineries and other small to medium size businesses streamline their accounting practices in order to reduce costs and increase effectiveness.

What makes our services unique and uncomparable to other providers?  We:

  • Provide custom packages to suit your specific needs
  • Are up to date with the latest financial, accounting and industry news and technology
  • Familiar with multiple point of sale and ecommerce portals
  • Liaise directly with your CPA to maximize efficiency
  • Guarantee our work
  • Save you time and money with our expertise and efficiency
  • Have unparalleled customer service
  • Certified Xero Advisor
  • Certified QuickBooks ProAdvisor
  • Member American Institute of Professional Bookkeepers
  • Knowledgeable in both Bonded Wineries as well as Wholesaler Licenses and Alternating Proprietorships (AP) rules and regulations
  • Are dedicated brand ambassadors and provide complimentary 'plugs' through all our social media channels

We are not simply data entry machines.  Our favorite part of our work is to present you with timely, accurate, customized reports so you can make better business decisions based on real numbers.  Beyond tax returns, this information is pivotal and vital to any business' success.  We also continually educate ourselves with the newest and most efficient and integrative technologies to streamline your business cycle while maintaining data ingegrity.  Want to move to the cloud?  We have the solutions and can help you transition.

The better the decisions you make, the better business is for you, the more success you have.

Because we keep current with the latest technologies we are able to serve you from anywhere.  Whether you're in Washington, Oregon, Central or Southern California or operating a winery on the East Coast, we are able to meet your needs.

Our areas of expertise:

  • Xero
  • QuickBooks Pro/Premier/Enterprise
  • QuickBooks Online
  • VinSight
  • Bill.com
  • Concur
  • Payroll (including 943s)
  • Order Processing
  • Shipping & Fulfillment
  • and many more

Please contact us for a comprehensive list of our service packages.

   

Small Business Accounting
As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.
 
Payroll
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Part-Time Controller Services
Our Part-Time Controller service gives you a professional financial manager who works with you to help guide your business to success.
 
Cash Flow Management
A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.