Service areas

Bookkeeping and tax help in Chelan

Wineries, lake season staffing and a summer that carries the year.

Lake Chelan's year is shaped by summer. Restaurants, marinas, rentals and tasting rooms do much of their business in a few warm months, then run lean through the winter. That pattern makes cash planning and payroll the two places owners feel the most pressure.

Wineries and tasting rooms

A winery's books are not like a shop's. Money goes into grapes, barrels and labor long before a bottle sells, so inventory sits on the balance sheet for a long time and cost of goods takes real care to track. Tasting room sales, wine club shipments and wholesale orders each move differently. Monthly bookkeeping that understands that timing gives you a profit number you can trust, and gives your lender statements that make sense.

Lake season staffing

Hiring up in May and letting most of the crew go in September is normal here, and it makes payroll more work than the headcount suggests. New hire paperwork, Washington employer reporting, final paychecks and year end W-2s for people who worked three months all need to be right. We set up payroll to handle the swing so each season starts from a clean slate instead of last year's mess.

Owners and households around the lake

Many Chelan clients wear two hats: they own a business and they own a rental or a second property. We keep each set of books separate and prepare the personal return that pulls them together, with someone to call when a question comes up in the off season.

Services in Chelan

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