Business Details
6 Years
experience
Trusted Accounting Services in Napa Valley
At Poteet Accounting Group, we bring over 30 years of accounting expertise to businesses across Napa Valley and beyond. Founded in 2020 by Shelly Poteet, our firm combines deep industry knowledge with personalized service to meet the evolving needs of clients in wineries, retail, restaurants, and hospitality. Our team specializes in financial reporting, budgeting, forecasting, and tax compliance, with a unique focus on consulting controller services for businesses that require expert guidance without a full-time hire.We pride ourselves on meticulous attention to detail, leveraging decades of experience in both public accounting and private industry to deliver tailored solutions. Our commitment to excellence is reflected in client testimonials praising our responsiveness, professionalism, and ability to streamline complex financial processes. From month-end closes to annual budgeting, we partner with clients to ensure their financial operations run seamlessly while they focus on growth.
Services
Bookkeeping Services
Tax Preparation
Financial Reporting
Inventory Costing
Consulting Controller
Audit Management
Payroll Processing
Cash Flow Analysis
Annual Budgeting
Fixed Asset Management
Details
- Year established: 2020
Highlights and features
- We offer 30+ years of accounting expertise tailored to Napa Valley businesses.
- Our consulting controller services provide expert guidance without full-time costs.
- Specialized experience in wine industry financial management and tax compliance.
- Client-focused approach with proven responsiveness and meticulous attention to detail.
- Proven track record in streamlining financial operations for diverse industries.
What people say
Knowledge, responsiveness
Professionalism
Exceeded expectations
Meticulous financial management
Excellent customer service
Services
Bookkeeping Services
Our bookkeeping services ensure accurate and organized financial records for businesses of all sizes. We handle accounts payable/receivable, bank reconciliations, and payroll processing with precision. Clients benefit from streamlined operations and real-time financial insights tailored to their industry needs.
Tax Preparation
We specialize in comprehensive tax preparation for corporations, partnerships, and individuals. Our expertise covers sales tax, excise tax, and multi-entity tax returns. Clients receive proactive guidance to minimize liabilities while maintaining full compliance with evolving tax regulations.
Consulting Controller
Our consulting controller service provides strategic financial leadership without full-time costs. We offer budgeting, forecasting, and audit management expertise to businesses needing temporary or part-time support. Clients gain access to executive-level insights tailored to their growth objectives.
Inventory Costing
We implement GAAP-compliant inventory costing solutions for accurate financial reporting. Our services include tax inventory reconciliations and job profitability analysis. Businesses benefit from precise cost tracking that supports informed pricing and operational decisions.
Financial Reporting
Our financial reporting services deliver clear, actionable insights through consolidated financials and cash flow analysis. We prepare month-end/year-end reports and annual budgets tailored to stakeholder requirements. Clients receive timely, audit-ready documentation to support strategic decision-making.
People
Shelly Poteet
Owner & Principal
Shelly Poteet has 30+ years of accounting experience, including 13 years in the wine industry. She founded Poteet Accounting Group in 2020 after serving as controller at Copper Cane and working with major wineries. Her expertise spans financial reporting, tax compliance, and consulting controller services.
Questions
What industries does Poteet Accounting Group specialize in?
We specialize in serving wineries, vineyards, retail businesses, restaurants, and hospitality ventures in Napa Valley and surrounding areas.
What accounting software do you work with?
We work with QuickBooks Online, Xero, and other major accounting platforms to provide seamless financial management solutions.
Do you offer consulting services for financial strategy?
Yes, we provide consulting controller services and financial strategy guidance to help businesses optimize their operations.
How do you handle tax compliance for multi-entity businesses?
Our team has extensive experience managing complex tax compliance requirements for multi-entity wineries and corporations.
Can you assist with audit preparation?
Yes, we provide comprehensive audit management services including documentation preparation and financial statement reconciliation.
What sets your firm apart from other accounting services?
Our unique combination of wine industry expertise, consulting controller experience, and personalized service distinguishes us in Napa Valley.
