Napa Bookkeeper. Built for Wine Country.

Napa's economy is built on wine, hospitality, and tourism, and the bookkeeping that supports those industries is more complex than most people realize. Wineries deal with inventory tracking across grape purchases, bulk wine, and finished goods. Tasting rooms manage point-of-sale revenue, wine club memberships, and direct-to-consumer shipping. Restaurants and hotels face seasonal staffing fluctuations, high transaction volumes, and tight margins.

I have direct experience with wine industry bookkeeping, including eCellar and QuickBooks integration, CDTFA sales tax reporting, grape purchase accounting, and the accrual-based workflows that wineries require. I understand how the money moves in this industry because I've worked in it.

Napa isn't only wine. The valley is home to restaurants, boutique hotels, event venues, spas, retail shops, professional service firms, and construction companies serving the luxury residential market. All of these businesses benefit from a bookkeeper who understands seasonal revenue patterns, manages cash flow proactively, and communicates clearly about what the numbers mean.

I work with businesses at every level of complexity. Whether you need straightforward monthly bookkeeping or full financial visibility with margin tracking, cash flow forecasting, and custom KPI dashboards, I scope the work to match your business.

I'm based in Petaluma, about thirty minutes from downtown Napa. I work virtually with all my clients, and I'm available by phone or video whenever you need me. I already work with Sonoma County wineries and understand the financial rhythms of the North Bay wine industry.

If you're a winery, tasting room, or Napa business looking for a bookkeeper who actually understands your industry, let's talk.