Carbonneau Williams

Carbonneau Williams is an accounting practice in St Helena, California, that also provides finance leadership on an outsourced basis. It has worked with wine industry businesses since 2011 and serves clients in Sonoma County as well.

What Carbonneau Williams offers

• Accounting and CFO services — day-to-day accounting together with higher-level financial direction.
• Winery accounting — bookkeeping and reporting geared to how wine businesses operate.
• Inventory management — systems to track and manage stock with an eye on its financial effect.
• Cash flow management — reviewing cash position and spotting ways to improve it.
• CFO concierge — access to an outside chief financial officer instead of a full-time hire.
• Human resources support — a range of HR help that grew out of its finance work.

Who it works with

Its clients are mostly wineries. Ovid Napa Valley, Refuge Wines and Amici Cellars have described multi-year work on forecasts, planning tools and custom reports.

Key facts

• Based in: St Helena, California
• Operating since: 2011
• Sector focus: wine industry