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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