OUR SERVICES

We offer a full range of accounting services.  Here are just a few:

We set you up in QuickBooks Online and streamline your expense tracking, bill paying, and customer invoicing.  You send us the docs, we’ll take care of the details and turn it all into beautiful monthly reports.

Full service payroll and payroll tax filing.  We can also automate your time tracking and report on labor costs in a way that makes sense for your business.

We can create a 3-year growth plan and a monthly scorecard with metrics (both financial and nonfinancial) to make sure you’re on track.  During monthly or quarterly meetings, we can review your numbers, address your pain points, and refocus priorities.

We can also help manage your short term cash flow.

If you have ever wondered what actually goes into the cost of making your wine (and how the heck to track it in your accounting software!), we can help.  We also do wine taxes.

You’re welcome.

Software Partners

TSheets Pro Certification

Who makes an ideal client?

We work best with business owners with revenue between 250K and 4M.  If you are comfortable working in the cloud, using digital filing systems, communicating via email–that’s great.  If you want the best from your business, love really knowing what’s going on, and are ready for a change for the better–wonderful.

Industries

We work with all sorts of clients, but here are our specialties:

  • Wineries
  • Vineyards and Orchards
  • Restaurants
  • Retail
  • Non-profits
  • Service Businesses

OUR FEES

We set our fees by the month.  At our Proposal Meeting, we will come up with a package that is tailored specifically for your business.

Packages start at $250/month.