Our Services

Terroir Group specializes in winery-focused financial management, accounting, and regulatory compliance services, providing the expertise and support wineries need to operate with confidence. From bookkeeping and financial reporting to licensing, tax filings, and multi-state compliance, our team helps ensure that critical business and regulatory obligations are handled accurately and on time.

By partnering with Terroir Group, winery owners and operators can spend less time navigating complex regulations and administrative tasks, and more time focusing on what matters most—crafting exceptional wines, building customer relationships, growing sales, and expanding their business. We serve as an extension of your team, delivering reliable compliance and financial solutions tailored specifically to the wine industry.

Manage accounts payable and accounts receivable

Perform bank, cash, and inventory reconciliations

Conduct cost accounting, financial analysis, and general ledger maintenance

Prepare journal entries and maintain accurate financial records

Prepare and analyze monthly, quarterly, and annual financial statements

Assist with budget planning and financial forecasting

Handle sales tax reporting and compliance

Produce specialized company and proprietary reports

Provide business strategy consulting and controllership services

Support grant procurement and grant management

TTB & California ABC Licensing

Direct-to-Consumer (DTC) & Wholesale (3-Tier) Compliance

Federal & State Excise Tax Reporting

Sales & Use Tax Filings

TTB 702 Reports & Operational Reporting

State Shipping & Production Reports

Label Registration & COLA Approvals

Brand Registration & Distributor Management

License Renewals & Compliance Monitoring

Audit Support & Compliance Consulting

Full service payroll processing for any payroll schedule

Payroll tax and report filing on clients behalf

Journal entries for accounting transactions

Human Resources consulting

Employee handbook creation, analysis and revisions

Benefits analysis and administration

401k analysis and administration

Recruitment, screening, interview and new hire onboarding services

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