We specialize in QuickBooks Online for wineries

You may have a tax preparer that you love. But the truth is, tax accountants won’t typically take the time to set up your QuickBooks file correctly, help you fix errors, or show you how to keep things straight going forward. You need more than a good tax accountant. You need someone who specializes in QuickBooks for wineries.

We can help you move to a fully digital bookkeeping system, streamline collection and storage of documents, and finally find clarity in your month-to-month numbers.

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Why choose Quickbooks Online for wineries?

QuickBooks Online is the perfect choice for small wineries. It’s a robust cloud-based general accounting platform that lets you and your accountant work together in real time. It serves as the hub of your cloud-based accounting ecosystem.

We use QuickBooks Online for all of our clients. If you are not already using QuickBooks Online for your winery, we can easily convert your file.

Benefits of cloud-based accounting

Real-time access for all users

One of the biggest advantages of moving to QuickBooks Online is that everyone can have access to the books at the same time. No more emailing files back and forth. No more keeping track of backup files.

Strong audit trail

It is easy to see who has logged in and done what in QuickBooks Online. You can easily look up the history of any single transaction.

Integrates with other Apps

QuickBooks Online integrates with hundreds of other apps and products to help you manage specific aspects of your business, such as inventory tracking and wine production management.

We can set you up with a robust, streamlined bookkeeping system that includes document management, payroll, and more.

Need Quickbooks catch-up
or clean-up work?

As part of onboarding, all of our clients go through a Discovery & Assessment Process. We take a thorough look at how you are currently using your accounting software, check for errors, and review your Chart of Accounts. Then we make recommendations for improvements that will result in smoother back-office processes and (most importantly) better reporting.

If your QuickBooks file is a bit behind or a bit of a mess, no worries! Our team of QuickBooks ProAdvisors have access to behind-the-scenes tools that will get you caught up in no time.

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CASE STUDY

“My decision was an easy one.”

Tom Pettigrew is no stranger to business. After a successful corporate career in Seattle, he moved to Chelan to live the dream and build a business that he could pass on to the next generation. While he knew he had the option of keeping his accounting in house, he knew it made more sense to outsource the work.

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