Unlocking Winery Financial Success With Quickbooks With Jeanette Tan of QB Winery Solutions

Legends Behind the Craft

Jeanette Tan, the founder of QB Winery Solutions, is a fractional CFO and an Advanced Certified QuickBooks ProAdvisor. With a passion for small winery profitability, Jeanette's expertise is dedicated exclusively to the wine industry. As the accountant for Kokomo Winery in Sonoma County, she worked alongside owners, office managers, and bookkeepers, teaching effective procedures and systems. Additionally, Jeanette contributes to the growth of the wine industry as a faculty member at Sonoma State Wine Business Institute, leading seminars and sharing her knowledge.

Here’s a glimpse of what you’ll learn:

• Jeanette Tan tells us what it means to be a fractional CFO

• The common mistakes wineries make with QuickBooks

• How they supervise and teach wineries with their finances

• The Fundamental Five Course of QB Winery Solutions

• How wineries successfully pivoted to the online sales channel during lockdowns

• She talks about simplifying winery operations with manual integration and standard operating procedures (SOPs)

• She shares what it takes for wineries to effectively utilize QuickBooks

• Jeanette shares their membership benefits and the most popular video in their library

• The emerging trends in winery financials and industry health post-COVID

• The key performance indicators (KPIs) that are recommended for wineries and the metrics they should aim for

• Jeanette tells us the improvements she would like to see with QuickBooks

In this episode with Jeanette Tan

Jeanette shares her journey from Maui to Sonoma County and how she transitioned from her previous career to become a trusted financial advisor for wineries. We delve into common mistakes wineries make with QuickBooks, the essential components for wineries to effectively utilize QuickBooks as a vertical solution, and the tools and integrations necessary to simplify winery operations.

In today’s episode of the Legends Behind the Craft podcast, Drew Thomas Hendricks and Bianca Harmon are joined by Jeanette Tan, Founder and Consulting CFO for boutique wineries profitability using QuickBooks at QB Winery Solutions, to discuss the unique role of a fractional CFO in the wine industry. We also delve into the membership benefits QB Winery Solutions offers, her amazing team, emerging financial trends in the wine industry post-COVID, and the recommended key performance indicators for wineries. Lastly, Jeanette discusses her motivation and excitement for the industry.

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