Challenge:
A winery label’s general manager acquired an established production and fulfillment business to bottle and sell wine made from their own grapes. With winemaking, events, and brand-building taking priority, the behind-the-scenes work—entity setup, systems, financial structure, and operational clarity—kept slipping.
The risk: messy finances, delayed decisions, and a painful year-end scramble.
Solution:
ApexNoelle stepped in as the operator behind the operator. Through weekly 1:1 accountability sessions and hands-on technical support, we built a clean foundation immediately—so the owner could stay focused on product and growth.
Key deliverables included:
Financial structure + LLC best practices: Created a chart of accounts with an eye towards rapid growth, reporting cadence, and tax-ready workflows to reduce the need for yearend cleanup and improve visibility
Day 1 business infrastructure: Domain, workspace, and team email setup
Sales-to-accounting integration: Synced the fulfillment platform (OrderPort) to a fresh QuickBooks Online instance with integration of banking, credit cards, payables and receivables.
Result:
The business went from “we’ll deal with it later” to organized, compliant, and decision-ready—fast.
Leadership gained:
- Real-time visibility into sales, margins, and cash needs
- Cleaner month-end and year-end with fewer surprises and less accountant back-and-forth
- More time back for winemaking, customers, and revenue-driving work
Quote:
“We are so grateful for your support and help especially right now!” — Mary Giorgis, Rucksack Cellars Winery
