I’m the winery accountant you call when you’re done winging it.
Books cleaned up. Costs dialed in. Decisions backed by real numbers.
From wine costing to compliance, I bring top-tier hands-on experience to serve as your full-service finance team.
Clean, accurate books that actually match what’s happening in your business.
Real financials. Real reports. Nothing complicated. Nothing confusing.
A budget you can stick to. Built around your winery and your goals.
Know what’s coming in, what’s going out, and when. No more surprises.
Find out what your wine really costs you. Not just what you hope it costs.
Everyone gets paid on time. So do the payroll taxes.
I speak TTB, CDTFA, and all the other letters, so you don’t have to.
When you’re ready for planning, pricing, and growth, we’re ready too.
I’m not a generalist. I’m not figuring it out as we go. This is all I do. Vineyard, tasting room, production, multi-label… I’ve seen it all, and I know how to help.
Their books looked fine on the surface. But once I rebuilt their wine costing, tying together production runs, bulk wine, labor, and bottling, I discovered one of their top sellers was underpriced by nearly $4 a bottle.
Inventory was being tracked in three different spreadsheets. They were missing cases, losing product, and had no idea why cash felt so tight.
I fixed the systems, cleaned the data, trained the team, and showed them what their margins really looked like. That changed everything.
That’s the power of specialized winery accountants.
I know the wine business because I’ve lived it. I managed the financial operations for top wineries in Napa Valley. I have been in the cellar and in the boardroom, leading accounting at Morlet Family Vineyards and streamlining financial systems at Huneeus Vintners. That hands-on experience is baked into everything I do. I understand the nuances of inventory, compliance, and seasonal cash flow because I’ve been in your shoes.
From bottling to bulk wine to tasting rooms. This isn’t new for me. You’re getting an expert who already knows how to help wineries grow.
Margins in wine don’t look like other businesses. I build your books around how your winery actually runs.
My reports make sense. You’ll understand them without having to Google anything.
Let me get your financials cleaned up, dialed in, and actually useful. Share a few details and I’ll get back to you within 24 hours.