Bookkeeping & Financial Systems for Vineyard & Breweries

How I Help:

• Clear separation of revenue streams

• Production and inventory cost tracking

• Clean COGS structure

• Financial reporting that supports compliance and planning

• Cleanup and system resets before busy seasons

Outcomes:

Vineyards & Breweries gain:

Pain Points:

• Production costs not clearly tracked

• Tasting room, wholesale, and club income mixed together

• Inventory and COGS unclear

• Difficulty preparing reports for CPAs, lenders, or regulators

• Stress around excise tax and compliance

• Clear financial visibility by project and phase

• Better alignment between billing and expenses

• Insight into project profitability

• Reports that support firm leadership and planning

• Reduced friction at year-end and during CPA review