Industries
Bookkeeping for wineries and vineyards
Wine businesses bring inventory, seasonal labor and several sales channels into the same set of books. We help with monthly bookkeeping, payroll, sales tax filing and financial reporting around those records.
Last reviewed:
General information, not legal advice.
Wine businesses are part of the local economy
San Luis Obispo County is California’s #3 winery county, with 166 employer wineries in Census County Business Patterns 2023. The Paso Robles AVA has 250+ wineries. These are different measures: county employer establishments and wineries across the AVA.
Sources: Census County Business Patterns 2023, county data; Paso Robles Wine Country Alliance: economic impact
Inventory and cost of goods sold
Inventory and COGS are recurring winery accounting needs. Bring inventory records, purchases and cost summaries into the bookkeeping review. We help categorize transactions and prepare financial reports using the records you supply.
Excise records and direct-to-consumer sales
Excise and direct-to-consumer sales tax are distinct recordkeeping needs for wine businesses. Keep sales channels, jurisdictions and supporting records identifiable. We help with sales tax tracking and filing; discuss the scope of any excise work with your tax adviser.
Harvest payroll
Seasonal harvest payroll adds another recordkeeping cycle. We help process payroll and prepare payroll filings using employee and time information you provide. Keep harvest labor records connected to your bookkeeping so the costs can be reviewed alongside other activity.
Start with the records you have
Bring your current books, inventory summaries, sales reports and payroll records to a conversation with our team. We review the bookkeeping work needed and discuss which of our services fit your business.
Cellar inventory and harvest-record questions
Can winery records separate tasting-room and other sales?
Yes. Consistent channel references and settlement reports can preserve the distinction while still supporting combined financial statements.
What inventory records support winery bookkeeping?
Bring stock summaries, purchases and cost records, with explanations for adjustments. Those inputs help your CPA review the accounting method and support the monthly books.
How does harvest payroll connect to production costs?
Keep approved labor records associated with vineyard or production activity. That detail allows payroll expense to be reviewed alongside other seasonal costs.
Wine business research references
Services behind the cellar and tasting room
Talk through your winery’s bookkeeping
We help with the books, payroll and sales tax records behind your business. We work remotely, with meetings at our Atascadero office by arrangement.
Monthly bookkeeping starts at $500 a month. See pricing