Wine Industry Services
Every part of your
wine business, covered.
From compliance and cost accounting to DTC strategy and ERP implementation — Jon has done it all inside real wine businesses. He brings that lived experience to your challenges.
Wine Finance & Cost Accounting
Standard costing, overhead allocation, COGS absorption, financial statements, and reporting specific to winery operations. Jon transitioned cost accounting at Rack & Riddle from spreadsheet methodology to Vintrace-based standard costing.
Wine Compliance & TTB
Wine compliance, TTB reporting, and tax management. Jon has managed compliance functions across multiple wineries and holds continuing education credentials in wine industry compliance from Napa College.
Production & Operations
From cellar operations and bottling lines to warehouse management and Good Manufacturing Practices (GMP). Jon managed production teams across three bottling lines and three warehouse locations at Rack & Riddle.
Wine Supply Chain Planning
Procurement, dry goods, bulk wine sourcing, case goods logistics, and inventory management. Jon launched and managed S&OP processes at Rack & Riddle and supply chain for 60+ SKUs at WX Brands.
Direct-to-Consumer & Wine Club
Wine club development, fulfillment, and growth strategy. Jon grew J. Rickards Winery's wine club by 300% and launched and operated RevelWineClub.com from end to end at WX Brands.
Winery ERP & Systems
Full ERP implementation experience including JDEdwards at Kendall Jackson, Vintrace at Rack & Riddle, and a full multi-department ERP rollout at WX Brands. Jon also spent four years as Product Manager at Orion Wine Software.
Wine Sales & Pricing Strategy
Strategic pricing for all sales channels — DTC, distribution, and broker networks. Jon developed pricing strategy at J. Rickards Winery and built the Kendall Jackson Wine Estates Price Book using JDEdwards Advanced Pricing.
New Product Development
Private label wine and national brand launches from concept through compliance, procurement, pricing, and logistics. Jon led multiple brand launches at WX Brands.
Growth & Change Management
Leading wine businesses through scaling, restructuring, and transitions. Jon guided Rack & Riddle through 25% YOY production growth and a challenging departmental transformation during COVID.
Proven Track Record
25+ years inside
real wine businesses.
Rack & Riddle Custom Wine
VP Finance & Manufacturing · 2020–2022 · Healdsburg, CA
- Led Finance & Manufacturing through significant YOY production growth
- Transitioned cost accounting to Vintrace standard costing
- Implemented S&OP forecasting process
- Managed 3 bottling lines, 3 warehouses, and supply chain team
WX Brands
Project Manager · 2013–2020 · Novato, CA
- Launched multiple private label and national wine brand launches
- Managed full ERP implementation across all departments
- Launched and operated RevelWineClub.com end to end
- Domestic and international wine sourcing and compliance
J. Rickards Winery
Director of Operations (acting CFO) · 2011–2013 · Geyserville, CA
- Grew wine club membership by 300%
- Grew total case sales by 210%
- Built full General Ledger, Financial Statements, and Fixed Asset schedules
- Strategic pricing across DTC, distribution, and broker channels
Kendall Jackson Wine Estates
Financial Analyst · 1999–2005 · Santa Rosa, CA
- Designed and built the KJ Price Book using JDEdwards Advanced Pricing
- Led Accounting team in Artisan & Estates JDEdwards Manufacturing implementation
- Managed all wine production transactions through BIMS system
- Three promotions over six years
Common Questions
Wine industry
frequently asked questions.
What size winery do you work with?
Jon works with wineries and wine businesses of all sizes — from small family wineries to mid-size production operations. His experience spans everything from a small family winery (J. Rickards) to large-scale custom wine production (Rack & Riddle). The right fit is any business that needs outside financial or operational expertise.
Do you only work with wineries, or other wine businesses too?
Jon works across the full wine ecosystem — wineries, vineyards, wine brands, wine clubs, DTC wine retailers, and wine-adjacent businesses. He has experience on both the production and commercial sides of the industry.
Can you help with winery software selection and implementation?
Yes — this is a genuine specialty. Jon spent four years as a Product Manager at Orion Wine Software and has led ERP implementations at multiple wineries including WX Brands (full multi-department rollout) and Rack & Riddle (Vintrace cost accounting transition). He can help you evaluate options, plan the implementation, and manage the process.
Where are you located and do you work on-site?
Jon is based in Petaluma, California, in the heart of Sonoma County wine country. He works with clients on-site throughout Sonoma County, Napa County, Marin County, and the greater Northern California wine region, and also works remotely with clients elsewhere.
Ready to work with a consultant
who actually knows wine?
Start with a free discovery conversation. Jon will listen first, ask good questions, and give you an honest picture of how he can help.
Schedule a Free Discovery Call