Culinary & hands-on workshops

Books and taxes for wine blending experiences.

Private blending events, wine club memberships, custom wedding labels, and a bulk wine order big enough to swamp a month. Gus sorts it all, an accountant checks every transaction, and you get one number a month.

  • From $197 a month
  • An accountant on every transaction
  • Cancel whenever
SeptemberExample month
$13,000
what you made

September came in at $13,000. Your wine club renewal payments looked huge, so I tied that income to the bottles actually shipping this month instead of counting it all at once.

  • Private blending event depositPrivate events
  • Wine club membership renewalWine club memberships
  • Bulk wine purchase, supplierBulk wine
  • Custom labels, print shopBottling supplies
  • Cork and capsule orderBottling supplies
Money in$41,000
Money out$28,000
Set aside for taxes$3,000
An example month. Yours will have your numbers.

Why your books are different

Wine blending books go wrong in the same four places.

A generalist sees wine buys and bottling costs. Your business is base wines bought by the varietal, bottling supplies ordered in bulk before a busy season, membership dues paid before the bottles ship, and custom wedding labels priced flat despite very different costs. When the books do not separate those, pricing gets guessed.

  1. 1

    Bulk wine gets filed as one lump ingredient

    A blending experience starts with base wines like cabernet, merlot, and syrah bought by the barrel or the case from a bulk supplier, and the cost per varietal can differ sharply. Lumped into one wine line, you cannot tell which blends actually make sense to keep offering.

    What we doKeeps each base wine's cost visible by varietal, so you know which blends are worth the price you charge.
  2. 2

    Bottling supplies get bought seasonally in bulk

    Corks, capsules, custom labels, and bottles often get ordered a few times a year in bulk ahead of a busy bridal or holiday season. One large order can make a month look like it lost money, when it is really months of supplies at once.

    What we doKeeps bottling supplies in one steady line and tells you when a bulk order, not a bad month, explains a thin number.
  3. 3

    Wine club dues get counted as income too early

    A quarterly or annual wine club membership gets charged upfront but covers bottles shipped over the following months. Counted as income the day the card is charged, a strong renewal month can hide how many bottles are actually still owed.

    What we doKeeps membership income tied to the bottles shipped each month, so revenue lines up with what members actually received.
  4. 4

    Custom wedding labels are quoted flat but cost differently

    A custom wine label made for a wedding or corporate gift gets invoiced as one flat per-bottle price, but design time, label printing, and rush shipping vary a lot from order to order. A busy wedding season can look more profitable than it actually was.

    What we doFlags custom label orders separately from standard blending events, so you can see which jobs are worth the price you charge.
  5. 5

    A bottling line or corking machine gets filed as a supply

    A tabletop corking machine or a small bottling line can cost several thousand dollars and gets used for years, but bought alongside corks and labels it often gets filed as one more bottling supply instead of the equipment purchase it is.

    What we doFlags big equipment buys the day they show up, logs them as equipment, and gets the accountant's call on how to write them off.

Your categories

The categories Gus keeps for a wine blending business.

Set up once for how you get paid and what you spend. You never pick a category. He does, and an accountant checks it.

Money in

  • Private blending eventsBridal parties and corporate groups, booked by deposit and a final invoice.
  • Wine club membershipsQuarterly or annual memberships, tracked against bottles actually shipped each month.
  • Custom and private label ordersWedding and corporate gift bottles with a custom label.
  • Retail bottle salesBlended bottles sold directly from the tasting room or online.
  • Class ticket salesCozymeal, Classpop, and direct bookings for open blending sessions.

Money out

  • Bulk wineBase varietals bought by the barrel or case from a wine supplier.
  • Bottling suppliesCorks, capsules, bottles, and custom labels.
  • Bottling equipmentCorking machines and small bottling lines.
  • Cellar and storageClimate-controlled storage for base wines and finished bottles.
  • Instructor and pourer payPayroll wages and one-off guest sommeliers, kept apart from tips.
  • Booking and payment feesCozymeal, Classpop, and card processing fees.
  • MarketingLocal ads, bridal show listings, and product photography.

What we watch for you

  • Cost per bottle

    Wine, bottling supplies, and labels against what a bottle sells for.

  • Membership fulfillment

    Bottles owed to wine club members against what has already shipped.

  • Private event share

    How much of the month came from bridal and corporate bookings instead of open sessions.

  • The set-aside

    What you will owe, tracked every month, so tax season is not a surprise.

Ask Gus

Things wine blending owners ask Gus.

Text him like you would text anybody. He answers in plain English, and when a question is above his pay grade, an accountant looks and gets back to you.

A wine club renewal month looked huge but we still owe most of those members bottles. Is that a problem?

I keep membership income tied to the bottles actually shipped each month, so a big renewal does not make it look like you have already delivered everything.

We bought corks, capsules, and labels for the whole bridal season at once. Why does this month look so thin?

That was a seasonal bulk order. I kept it in one steady line so you can see it was a stock-up, not a bad month.

Do we need a special permit to blend and bottle wine for customers?

That depends on your state and how the bottles are sold, and it is worth a real look rather than a guess. I am flagging it for the accountant.

The tax side

The tax side of a wine blending business.

Most of what goes wrong here is timing. Bulk supply orders that swamp a month, and membership income that arrives before the bottles ship.

What your return has to get right

Your accountant signs it, so it gets done right the first time.

  • Wine as cost of goodsBase wines, corks, and labels used directly in a bottle you sell are cost of goods, the direct cost tracked against each sale, not a general supply expense.
  • Equipment write-offsCorking machines and small bottling lines can usually be written off the year you buy them. Bonus depreciation is 100 percent for property acquired after January 19, 2025.
  • Contractor 1099sA guest sommelier or pourer not on payroll gets a 1099-NEC if you pay them $2,000 or more in 2026, due January 31.
  • The pass-through deductionMost owner-operators can take up to 20 percent of business profit off their taxable income. It comes out right when the books are right all year.

Deductions wine blending experiences miss

Your bookkeeper knows what to look for in your statements. You never have to.

  • Bulk base wines
  • Corks and capsules
  • Custom label printing
  • Bottles and packaging
  • Bottling machine maintenance
  • Cellar and cold storage
  • Cozymeal and Classpop fees
  • Aprons and pourer uniforms
  • Product photography
  • Bridal show listings
  • Liability insurance
  • Cleaning supplies

General information about 2026 federal rules, not advice for your business. Your accountant looks at your actual numbers before anything gets filed.

All year, not just April

A wine blending year, kept every month.

Bridal season carries the summer and gift orders carry the winter. Your team keeps you ahead of both, and ahead of taxes too. Every month in between, your bookkeeper closes the books and speaks up the moment something looks off.

  1. January

    Plan the year

    Last year's return gets started, the guest sommelier 1099 list is finalized, and you get a monthly set-aside so April is already handled.

  2. April

    Filed. Done.

    Your return is filed and signed. No surprise bill this spring, because the set-aside has been building since January.

  3. July

    Bridal season peak

    Wedding and shower bookings run heavy through summer. Gus keeps deposits, custom label orders, and wine costs sorted while the calendar stays full.

  4. October

    Stocking up for the holidays

    The big bottling supply orders for holiday gift sets land now. Gus keeps them in one steady line so the month does not look alarming.

What you get

Starts at$197a month

What you pay depends on what your business needs, and it does not move after that, busy season or slow. No hourly bills, no surprise invoices, no setup fee.

Book a call
  • Monthly bookkeeping

    Every transaction sorted into categories set up for wine blending experiences. You never categorize a thing.

  • An accountant checks every transaction

    Real review, every month, before your books close. Not a spot check.

  • Your business tax return, filed

    Prepared, reviewed, and signed by that same accountant every year.

  • The monthly number

    What you made, what you spent, what to set aside for taxes.

  • Your own bookkeeper

    A real person assigned to your business, in the app whenever you need them. No hold music.

  • On your books all year

    Every month, not just in April. Your team speaks up whenever something is worth your attention.

  • Cancel any time

    No contract. No cancellation call. Your books are yours.

Straight answers

Questions wine blending owners ask first.

Our wine club members pay quarterly but bottles ship monthly. How does that work in the books?

Gus ties membership income to the bottles actually shipped each month, so a big renewal payment does not make it look like you have already delivered everything owed.

Do you handle the permits for blending and bottling wine?

No. Wine bottling and sale often needs specific state and federal permits, and getting those is not part of the subscription. Gus keeps the books ready and the accountant can point you toward what to check on.

We do custom labels for weddings. Can Gus separate those from our regular blending sessions?

Yes. He flags custom label orders separately from standard events, so you can see which jobs are actually worth the price you charge.

We bought bottling supplies for the whole bridal season at once. Won't that make one month look bad?

No. Gus keeps bottling supplies in one steady line and tells you when a bulk order, not a slow season, is why a month looks thin.

Do I need a 1099 for a guest sommelier who poured at one private event?

If you paid her $2,000 or more this year and she is not on payroll, yes, by January 31. Gus keeps that list running all year.

Our books are behind from a busy bridal season. Can Gus catch up?

Yes. Send the bank statements you have. Gus sorts them, the accountant checks them, and most owners know where they stand inside a week.

Is a real accountant checking my books?

Yes. You get your own bookkeeper, Gus does the first pass on every transaction, and an accountant checks every one before your month closes. That same accountant prepares, signs, and files your business return. Goatkeeper is not a CPA firm, and we never pretend a person looked when they did not.

What does it cost, and can I cancel?

It starts at $197 a month, depending on what your business needs. No setup fee, no hourly bills, no contract. Cancel any time from the app, and your books go with you.

Book a call

Pick a time. That's the whole signup.

Fifteen minutes with a real person on our team. They look at where your books are, tell you straight what it takes to get caught up, and get you set up on the spot if it fits.

  • $197 a month to start
  • An accountant on every transaction
  • Cancel whenever