The Hidden Opportunities in Wine Costing

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Dillwood Burkel & Millar, LLP

175 Concourse Boulevard, Suite A

Santa Rosa, CA 95403

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Do you think accounting for winery and vineyard costs is a boring task reserved for your bookkeeper? Think again! You may be missing the opportunity to optimize your winery operation. Wine costing can be a powerful and important management tool to add value to your company in a financing or a buy/sale transaction. Come join us for a two-hour wine-costing workshop. We will be discussing some key issues related to wine costing, such as:

  • The best way to maintain and track wine production costs to generate value for management

  • How to utilize wine costing analysis to improve and grow your business

  • What your bankers and potential buyers are not telling you when they review your wine costing analysis

We will provide you with valuable information on cost aggregation and allocation, as well as helpful benchmarking tools and industry developments. This is also a great opportunity to socialize with other industry professionals.

The discussion will be led by Jennifer Scherrman, CPA, Senior Manager specializing in wine industry accounting and reporting, joined by Dave Dillwood, CPA, Partner in charge of DBM's wine industry practice.

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Dillwood Burkel & Millar, LLP

175 Concourse Boulevard, Suite A

Santa Rosa, CA 95403

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Organizer Dillwood Burkel & Millar, LLP

Organizer of The Hidden Opportunities in Wine Costing

DBM is a full-service CPA firm located in Santa Rosa with clients in the wine, real estate, manufacturing, professional services, retail and not-for-profit industries. With an office in Sonoma County, we have a strong presence in the wine industry in the North Coast of California, including both vineyards and wineries. Our knowledge of wine costing, inventory valuation and tax treatments is extensive, and our partners are frequently asked to speak at wine industry conferences and write articles for wine publications. In addition to the wine industry, we provide tax, financial statement, and business consulting services for clients in construction, professional services, real estate, retail, not-for-profit and many other industries.

We also work with business owners, their CFO's and bookkeepers to provide guidance on QuickBooks, complex international tax issues, financial accounting, and internal control policies and procedures.

For our individual clients, we prepare tax returns ranging from the straight-forward return to highly complex multi-state or international tax issues. We will respond to IRS and FTB notices for you. Let us guide you through the maze of complex and ever-changing tax laws.

DBM is proudly Green Certified!

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