Accurate financial information starts with accurate books. We help wineries maintain reliable accounting records, including inventory, COGS, reconciliations, month-end close, and financial reporting.
Good tax planning happens before the return is prepared. We help winery owners plan ahead, estimate tax liabilities, identify planning opportunities, and prepare federal and California tax returns.
Use your financial information to make better decisions. We help wineries evaluate inventory, margins, profitability, cash flow, budgets, break-even performance, and other key financial areas.
Financial statements and tax returns tell only part of the story.
Winery owners need to understand what their wine costs to produce, where cash is tied up, and which products and sales channels generate the strongest margins.
Our approach combines accurate accounting, proactive tax planning, and practical financial guidance to give winery owners a clearer picture of their business.
Not every financial question requires hiring a CPA.
We've developed practical resources to help winery owners evaluate inventory, COGS, profitability, cash flow, and other important financial areas.
Start with our free Winery Inventory Checklist, or explore our interactive Excel tools for a more detailed analysis of your winery's numbers.
Matthew J. Prieb, CPA brings more than 20 years of accounting, tax, and financial experience to helping business owners understand their numbers and plan ahead.
Growing up on a 20-acre nectarine and plum farm near Dinuba, California also provided an early understanding of agricultural businesses: their production cycles, significant upfront costs, seasonal cash flow, and need for careful financial planning.
Today, we bring that experience and perspective to wineries and other businesses looking for practical financial guidance and responsive CPA support.
