Wine

Uncork Success

The wine industry faces significant business challenges: rapid industry consolidation, unprecedented levels of international competition, changing consumer preferences, and increasingly complex risk management issues. We’ve been there every step of the way as advisors to more than 300 wineries and vineyards across the United States. Each has its own unique challenges and we’re eager to help find the right solutions.

Here are some of those time-consuming challenges that we can help with:

  • Environmental, labor, and safety regulations
  • Competitive industry intelligence
  • Effective management of growth and opportunity
  • Financing and lender relationships
  • Financial reporting and financial planning
  • Federal, state, and local taxes

We serve more wine clients than any other CPA firm. As the nation’s largest wine accounting and consulting practice, we stay ahead of critical issues by immersing ourselves in the information stream and playing an active role in the industry. Our goal is to help equip your business with the fundamental financial and operational strength it needs to grow and thrive so you can focus on what you love most—the art of creating great wine.

Wine Industry Surveys

Moss Adams regularly partners with industry leaders to survey regional and nationwide trends in the wine industry. The goal? To bring you valuable, insightful data and analysis so you’re able to benchmark your company against industry leaders and make informed business decisions.

Insights


Article
At more than $12 billion annually, the research and development (R&D) tax credit is one of the biggest tax incentives available to businesses. For wineries, the potential tax savings could be in the hundreds of thousands of dollars. Yet many Northern California wineries are missing out. Some are unaware of the credit’s existence.

Article
Classifying trade spend costs can be confusing, especially in a three-tier system that the wine industry follows. We cover exceptions and some tips for wineries and their distributors.

Article
While many are steeped in history, wineries are now modernizing with high-tech solutions. To increase efficiency and sustainability, they’re tackling everything from water to pesticides to automation.

Webcast
Learn how to interpret and understand the financial statements and other important metrics that can help you more effectively manage your operation.

National Practice Leader

Industry Professionals