Ready to learn more?

Request a discovery call with The Winery CPA

A Discovery Call with The Winery CPA is an in-depth conversation, where you will get a chance to tell us about your business, your pain points, and your goals. The purpose of this meeting is to help us better understand your situation and see how we can help you.

This is a no obligation meeting. Even if we don’t end up working together, we guarantee you’ll get value just out of having the conversation.

what to expect

1. Fill Out Web Form

In order to make the most of our time together, we ask that you answer a few questions about your business. The more information the better!

2. Discovery Call

If it looks like we can help you, we will send you a link to set up a 30-60 minute Discovery Call via Zoom.

3. Options Meeting

After the Discovery Call, we will prepare a custom proposal for you with three different levels of service. We will schedule a second meeting to review the options together and answer any questions.

4. Kickoff and Onboarding

Once you sign the proposal, we will send you a checklist of items we need to get started and schedule our first Onboarding meeting.

tell us a few details about your winery:

First Name

Last Name

Email Address

Phone Number

Website

How did you hear about us?

What does your business do? What are your various income streams?

What is your business’ approximate annual revenue?

How many employees do you have?

What is your business structure?

How many owners/partners/shareholders in the business?

What challenges are you currently facing in your business?

What motivates and excites you?

What are you trying to accomplish over the next 12 months?

What services are you interested in?

What is your budget for accounting services?

Anything else you want to tell us?

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