THE WINERY CPA

Design a winery business plan that works for you

Do you know what the future of your winery looks like? Do you know how big you will have to grow your winery in order to meet your profit goals-- or just to break even?  Do you know how long it will take to get you there?  Do you know what’s holding you back?

REQUEST A CALL
Foundation
Get your financial house in order
Analysis
See clearly where you stand today
Thinking
Expand your vision of what your business can be for you
Objectives
Define your objectives - and pinpoint which to work on first
Metrics
Measure what matters to make sure you are on track
Management
Align your team with your vision and strategy

The Winery CPA is the guide you need...

We want to help you design a business that works for your life.  We can help provide the big picture financials and also help sort through the details.  And we can be an accountability partner as you set objectives and work toward them.

Strategic planning sessions

The Winery CPA offers an ongoing relationship, not a one-time deliverable that you put in a drawer and forget about. We can meet with you monthly or quarterly via video conference to keep you moving your business forward.

Financial Forecasting

We can help you build out a financial forecast and tie it in directly to your production and sales plan. You will get a clear picture of the return on the investment you are putting into your winery.

Timely information for decision-making

If you are only looking at old numbers, you can’t make informed decisions quickly. We provide weekly and monthly dashboard reports with the key numbers that you need to see.

What to expect with
The Winery CPA

Foundation
Get your financial house in order
Analysis
See clearly where you stand today
Thinking
Expand your vision of what your business can be for you
Objectives
Define your objectives - and pinpoint which to work on first
Metrics
Measure what matters to make sure you are on track
Management
Align your team with your vision and strategy

We are winery business consultants you can be real with.

MEET THE TEAM

What can you expect when working with The Winery CPA?

Foundation
Get your financial house in order
Thinking
Expand your vision of what your business can
be for you
Metrics
Measure what matters to make sure you are on track
Analysis
See clearly where you stand today
Objectives
Define your objectives - and pinpoint which to
work on first
Management
Align your team with your vision and strategy
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.

read case study

You’re already a winemaker. Start seeing yourself as a successful wine entrepreneur.