Available Now: Sales Tax Made Easy FILE YOUR SALES TAX WITH CONFIDENCE A course for wineries using QuickBooks by QB Winery Solutions Who is Sales Tax Made Easy for? Sales Tax Made Easy is for the Reluctant Bookkeeper (aka The Owner), Office Manager, or anyone tasked with filing the sales tax...

Written by Jeanette Tan The 2025 Silicon Valley Bank Annual Direct-to-Consumer (DTC) Wine Report, released in early June, is full of insights especially relevant for small, family-owned wineries. As Rob McMillan notes, there is “tangible evidence that we’re moving forward through this cycle,” and...

30% of Wineries Won’t Survive - Will You? “The crop will be great this year, but the harvest will be low.” That’s the best line I heard at two recent industry meetings. Wineries continue to cut back production to match demand and balance inventory. Some brands have already decided to stop making...

In today’s challenging business climate, many small winery owners are cutting back wherever they can. But when it comes to marketing, the stakes are high: cut too much, and you risk losing momentum. Spend without a plan, and you may as well be tossing cash into the vineyard wind. Too often, I see...

Running a winery is a labor of love, but managing finances shouldn’t feel overwhelming. With tools like QuickBooks, small wineries can streamline operations and boost profitability. I know that you love your excel spreadsheets, but consolidating that information in one place gives you a more...

The "Three Steps to a Financially Healthy Winery" webinar is designed for winery owners, managers, and anyone responsible for the financial health of their winery. Whether you're an owner juggling multiple roles, a manager tasked with overseeing finances, or simply someone looking to improve your...

1. Get your financial file in order Be honest (we won’t judge!), do you file the financials away without looking at them because they are confusing? You are not alone! Without a clean and clear organization, your reports are impossible to understand, so when you need to make important business...

Attention all wineries making less than 10,000 cases and playing in the DTC space: the SVB Direct-to-Consumer Survey is a must-have resource for you. In fact, over 75% of past respondents were small wineries, making the results incredibly valuable. At QB Winery Solutions, we are dedicated to...

With rising inflation and operating costs, winery owners are looking for ways to manage the bottom line without raising prices. Written by Jeanette Tan | Photo by Pexels With rising inflation and operating costs, winery owners are looking for ways to manage the bottom line without raising prices....

**UPDATE** JOIN US on Thursday, March 16 at 10 am PST for an informative look at Bank Reconciliations for small wineries. Hosted by Jeanette Tan, we'll help you understand how to reconcile your balance sheets to increase efficiency and resolve issues quicker. This is a LIVE webinar.