Wineries & Vineyards

Financial Planning for Wineries

Services for Wineries & Vineyards

We offer the following service options for wineries and vineyards: 

  • Business consulting services: Managing a boutique business like wine production may seem daunting — especially with all of the competition in the Napa Valley region. That’s why our team of experts can help you to manage financing and a line of credit so that you can invest the right time and money in your business throughout the year.
  • Bookkeeping and accounting services: Our team can help you prepare winery financial statements, including operational documents like accounts payable and receivable, payroll and more. We partner with you to work in-house or provide remote services.
  • Tax services: Our team understands the complex workings of the California tax code and federal law for alcohol producers. We’ll walk you through tax planning and make sure you remain compliant. 
  • Auditing services: If you need to prepare for an IRS audit, our professionals are here to help with preparation services. We can also perform an in-depth risk assessment to reduce the likelihood of future audits.

Our Integrated Approach Brings Long-Term Gains

At SD Mayer, we’re known for a holistic approach to small business financials. We’re a small and elite firm that provides top-notch service with personal attention to each and every business. Instead of simply handling one financial area of your business, like bookkeeping or taxes, we take a big-picture approach that focuses on integrating every aspect of a company’s financial health. 

Why Should Wineries Partner With SD Mayer?

The SD Mayer team works alongside you to pinpoint and achieve your corporate goals through holistic financial planning. We’ll create an overview of your business that can benefit your organization in several ways: 

  • Maximize efficiency: Our accountants have the training and hands-on experience to work with niche industries like alcohol production for the highest level of productivity and expertise. 
  • Reduce costs: Outsourcing costs less than having an in-house team. It gives you access to an entire team of professionals and can help boost your profits, too.
  • Save time: You know time is money — that’s why it’s key you have all of the hours you need to manage operations for your vineyard. The professionals at SD Mayer will offer your winery financial advice and provide the services you need so you can focus on making the finest beverages for your consumers.
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Learn More About Our Services

No matter which side of the industry you’re on, you’ll almost certainly benefit from gaining more time to devote to your primary focus. We take care of the things you don’t have the time or expertise to handle, so you can work more closely with clients or engineer your next deal.

We can help with a range of needs, from taxes to accounting and bookkeeping. We can also aid you with wealth management and investment property financial advisor services. If you need a real estate CPA in the Bay Area and beyond, get in touch with us today to discuss how we can help you.