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Contacts

William J. (Jamie) Emerson-Heery, CPA
Senior Manager, Assurance and Advisory
Carli Mosbacher, CPA
Manager, Advisory

Overview

Making a great wine takes dedication, patience and persistence. It means spending long days in the vineyard, nights on the crush pad and everything in between to get from vine to bottle. There are so many jobs viticulturists and winemakers must focus on to make a quality product and the day-to-day operational tasks can easily distract from those big-picture objectives.

BPM’s Wine Industry Group has years of experience partnering with grape growers and wineries of all sizes to ease the burden of the accounting functions and ensure the daily bookkeeping needs are met, so owners can focus on the future. Our Wine group has deep roots within the wine community and we know the unique challenges grape growers and winery owners face and the financial and operational opportunities available.

Our Business Enterprise Service Team (BEST) works proactively with businesses using cloud-based software. BPM is uniquely positioned to help with a wide range of tax, assurance and consulting support services, which include:

  • Inventory Costing  
  • Controller/CFO Services
  • Accounting and Bookkeeping Services
  • Financial Statement Preparation, Reporting and Forecasting
  • HR and Employee Benefit Packages Consulting  
  • Executive Placement
  • Payroll Processing 
  • Lease and Grape Purchase Contacts –  
    • Organization and Streamlining 
    • Contract Database Management  
  • ERP Software Integration  
  • Network Monitoring and Cybersecurity Analysis
  • Tracking of Fixed Assets and Depreciation for Reporting
  • Business Succession, including Estate and Exit Planning 
  • Tax Planning and Compliance
  • 1099, Property Tax Preparation, and Sales and Use Tax
  • Account Reconciliations
  • Online Bill Pay and Cash Flow Management
  • Custom Reports
  • Strategic Planning and Budgeting

Contacts

William J. (Jamie) Emerson-Heery, CPA
Senior Manager, Assurance and Advisory
Carli Mosbacher, CPA
Manager, Advisory