Services

Back office and bookkeeping for beverage companies

Excise taxes, distributor billbacks, landed costs and state reports in every state you sell. We keep these books for a national importer every month.

We work with

  • Beer
  • Wine
  • Spirits
  • Cider
  • RTD

What you get

Why hire us for this

Built for: Importers, suppliers, producers and bars, wherever you are based.

Current books

Monthly close, AP and AR.

No overpaid billbacks

Every billback matched to an approved program.

True margins

Freight, duty and currency in your cost of goods.

Deadlines met

Federal excise plus state shipment and tax reports, tracked for every state.

CPA-ready

A clean handoff at tax time.

Ledger, calculator and laptop spreadsheet on a black desk

The front office

Why beverage books are different

  • Hard deadlines. Federal excise and every state's reports run on their own calendars.
  • Billbacks. Distributor charges need matching to approved programs.
  • Landed cost. Imports carry freight, duty and currency.

À la carte

Fixed scope, quoted after a short call. Government fees are separate.

Retainers and programs

Or sign up for the season

Monthly retainer

Front Office

Compliance plus your books.

  • Compliance Desk
  • Monthly close
  • Billback reconciliation
  • Excise and state reports
Monthly retainer

Full Roster

Every service, one team, one plan.

  • Compliance
  • Back office
  • Brand team
  • Marketing and media

FAQ

Quick answers

Do you replace our CPA?

No. We keep the books and reporting current. Your CPA prepares and signs your returns.

Can you catch up books that are behind?

Yes. A catch-up project gets you current. A monthly retainer keeps you there.

What are distributor billbacks?

Charges a distributor passes back for programs, discounts or allowances. Each should match an agreement you approved.

More services: Market Entry · Licensing & Compliance · Brand Management & Sales · Marketing & Media Buying · Bar & Hospitality Consulting

Ready to break into your next state?

Book a 30-minute Zoom call. Leave with a game plan.