Napa, California · Est. in the heart of wine country

Numbers you can trust, from people who know the vineyard and the ledger.

Napa Valley Consulting is a finance and accounting firm serving the wine industry, non-profits, and seasoned and start-up businesses of all industries. From bookkeeping and tax to strategic financial leadership, we make the process clear, personal, and stress-free.

Engraved illustration of Napa vineyard rows drawn like ledger lines, with hills and a teal sun
25+
Years of financial leadership
CPA · CPC · QPA
Credentialed principal
12
Specialists on the team
Napa
Downtown · 1300 First Street

What we do

Each client's financial situation is unique. We take the time to listen and understand your circumstances, then build personalized strategies that address your specific challenges and opportunities.

Accounting

  • Accounts Payable & Receivable
  • Month-End Close
  • Bookkeeping & Payroll
  • Tax Reporting & Costing
  • Sales & Use Tax

Strategic Financial Leadership

  • Mergers, Acquisitions & Divestitures
  • Financial Systems
  • Bank Covenant Reporting
  • Investigative Accounting
  • Debt / Equity Transactions

Financial Planning & Analysis

  • Budget & Forecast
  • Financial Reporting
  • Cash Flow Analysis
  • Strategic Planning

Tax & Wine Compliance

  • Individual & Business Returns
  • Estate, Trust & Non-Profit
  • Tax Resolution & Planning
  • ABC · CDTFA · CDFA · TTB · FDA

Built inside the wine business, not sold into it

Our team has closed the books, filed the excise returns, and sat across from the bank. That experience now powers the Vintage Intelligence platform: software that answers the questions every winery owner asks: What does my wine actually cost? What is my winery worth? Am I ready for the lender meeting?

See the software we build and run

News & insights

Our principals write and speak about the real economics of the wine business.

Wine Business Monthly · February 2023

What's in your Wine? Costing Tips for Better Accounting

By Chris McDonald. Practical guidance on wine cost accounting, from fruit to bottle.

Read the article (PDF)

Book & column

The Post-Pandemic Wine Market

Jim Silver is the author of The Post-Pandemic Wine Market and writes a column on Substack offering practical insight into the evolving economics and structure of the wine business.

More insights