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Certificate in QuickBooks for Wine Industry
Aug 17-
Oct 12
Rohnert Park, CA
Registration Deadline: Jul 17, 2017
Event Type: Seminars and Classes
Description: Learn how to use QuickBooks® efficiently and effectively to produce meaningful and accurate reports for your wine business. Through this 8-week program you will learn the many features available in order to put a system of procedures in place, and create a customized QuickBooks® program tailored to your specific wine business needs.

Learning Outcomes
At the end of this course, students will be able to:

List the main winemaking cost pools
Organize the overhead expenses into functional groups
Create the bulk wine and case goods accounts in the chart of accounts
Setup of the case goods "inventory items" with the correct accounts
Put into use the appropriate method for entering the sales detail
Decide who on the accounting team will be responsible for the Accountant Inventory Procedures
List the steps for entering a budget into QuickBooks
Customize and memorize the reports for the financial packet
Put into use some of the suggested time-saving procedures
Pre-requisites: Prospective students must have working knowledge of QuickBooks and are required to successfully complete the Readiness Assessment to become eligible to register for the course.

A group of Video Tutorials is provided for individuals who are unfamiliar with QuickBooks or who would like to review information about the course before taking the Readiness Assessment.

View the Video Tutorial

Take the Readiness Assessment

Dates: August 17 - October 12, 2017
Meetings: Thursday evenings, 6-7pm Pacific
Fee: $1200
Instructor: Jeanette Tan

About the Instructor: Jeanette Tan is the accountant at Kokomo Winery and Sbragia Family Vineyards. She is also a Certified QuickBooks ProAdvisor® and has a consulting practice, QB Winery Solutions, which provides training, setup, and support for micro and boutique wineries using QuickBooks®®. Before moving to Sonoma County, Jeanette provided a similar service to owners of small businesses on the Island of Maui. As a SCORE counselor, she taught an introductory QuickBooks® class to several hundred people for the Maui County Business Resource Center and the SBA. She admits to being an accidental accountant because she started out as a Pastry Chef, became detoured managing a small French Restaurant for 10 years, then joined the management team that opened the Four Seasons Resort on Maui. This was all many, many years ago, but it gave her a unique in-the-trenches perspective and it gave her the ability to explain accounting terms in plain E
Event Organizer: Wine Business Institute @ Sonoma State
Venue: Online
Address: 1801 E. Cotati Ave   Rohnert Park, CA   94928
Phone: (707)664-3235
Cost: $1200
Available languages: English
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