our services

We offer a full range of financial and operations services tailored to the unique complexities of the wine and agriculture industries. Whether you need standard bookkeeping or a C-Level support, we’ve got you covered!

bird's eye view of a tractor going through a vineyard


You’ll be able to stay focused on running your business while we maintain the accuracy and organization of your financial records.

Accounts Payable Evaluating and Processing
Accounts receivable processing & recording
inventory control
crop accounting
account reconciliations
bank reconciliations


You’ll have peace of mind knowing the financial health of your business to confidently make informed and strategic decisions.

Financial services
Monthly, Quarterly, Year-End Financial Statements
  • Income Statements
  • Balance Sheets
  • Statement of Changes
  • Financial Footnote Preparations
Fixed Asset Schedules
  • GAAP
  • Federal Taxes
  • State Taxes
inventory costing
  • For the wine industry & agricultural industries
tax preparation
  • Sales tax returns
  • Property tax returns
  • Other regulatory returns

c-level services

We bring a holistic and integrated approach to decision-making, considering various aspects of your business, and strategic vision that aligns with your organization's goals as they relate market trends and competitive landscapes, ensuring long-term sustainability and profitability.

financial statement projections
  • Monthly
  • Annually
wine industry costing
capitalization review and analysis
Researching & securing financing alternatives
  • Line of Credit
  • Asset-based Loans
  • Mezzanine Financing
  • Other Financing Options
equity/partner opportunities

operations consulting

Scaling a business can be a daunting task when proper operations aren’t in place. We’ll provide expert guidance based on your business’s specific situation to establish systems and processes to help your business thrive.

hr programming
operational efficiency analysis