Webinar for a Financially Healthy Winery

Free Webinar: Three Steps to a Financially Healthy Winery

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 understanding of winery financials, this webinar is for you.

Join us to learn how to:

  • Maintain clean and accurate financial records using QuickBooks

  • Understand the true costs of your wine production to make informed pricing decisions

  • Leverage financial insights for strategic growth and long-term success

This webinar provides practical tips, tools, and guidance to help you build a solid financial foundation for your winery.

Date and Time: Tuesday, October 29, 11:30 am PST | Instructor: Jeanette Tan | Duration: 45 minutes | Format: Live Webinar with Q&A | Cost: FREE | Replay Available

Join our free informative webinar, "Three Steps to a Financially Healthy Winery," designed to help small winery owners and managers build a solid financial foundation. In this webinar, you'll gain practical, easy-to-implement strategies for managing your winery's finances effectively.

What You'll Learn:

  • Clear, Step-by-Step Guidance: Discover how to maintain accurate financial records using QuickBooks, ensuring your financial data is always organized and up-to-date.

  • Simple Standard Operating Procedures: Follow our straightforward SOPs with detailed screenshots and checklists to confidently manage your winery's financial processes.

  • Interactive Q&A Session: Participate in a live Q&A session where you can ask specific questions and receive personalized guidance from our financial experts.

Webinar Highlights:

  • Learn which costs and expenses are crucial to track for a clearer financial picture.

  • Get tips on setting up QuickBooks so that your financial reports are accurate and easy to run.

  • Understand how to manage financial processes across various eCommerce platforms, including Commerce7, WineDirect, eCellar, and Microworks, tailored to the unique needs of the wine industry.

  • Free Webinar: Three Steps to a Financially Healthy Winery

    Learn a straightforward procedure to accurately file your CRV and Processing Fee returns with ease.

    Key Webinar Takeaways:

    Maintaining Clean Financial Records

    Understanding True Cost for Pricing and Profitability

    Leveraging Financial Insights for Strategic Growth

    Interactive Q&A Session

    When: Tuesday, October 29th at 11:30 AM PST

    Where: Via Zoom

    Cost: FREE

    Sign Up Now

Meet your instructor Jeanette Tan

Jeanette Tan was an Adjunct faculty member with the Sonoma State Wine Business Institute. She has over 10 years in the Wine industry and is an Advanced Certified QuickBooks ProAdvisors. More importantly, she has experience being a small business owner and understands the challenges that small winery managers face.

FAQs

  • This webinar is designed to help small winery owners and managers, regardless of their financial background. You'll learn the essential steps to build a strong financial foundation, including maintaining clean financial records, understanding the true cost of your products, and leveraging financial insights for strategic growth. We break down complex financial concepts into simple, actionable steps, making it easy for everyone to follow along and apply the knowledge to their business.

  • Yes, all participants will receive access to a recording of the webinar, so you can revisit the content at your convenience. Additionally, we'll provide downloadable resources, including a summary of key takeaways, templates for financial management, and guides on how to implement the strategies discussed during the webinar. These materials are designed to help you apply what you’ve learned directly to your winery.

  • During the webinar, there will be a dedicated Q&A session where you can ask any questions you have. You can submit your questions through the chat feature, and our expert, Jeanette Tan, will address them live. This is a great opportunity to get personalized advice tailored to your specific financial challenges and goals. We encourage all attendees to participate actively in this interactive segment to maximize their learning experience.