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When Pickup Becomes Ship: A Small Feature That Solves a Very Real Winery Problem
If you run a tasting room, you know this situation well.A guest has a great visit. They taste through the wines, fall in love with them, and decide to join the club. They set their shipments to pickup
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Who We Are
Protea Financial is an outsourced operational accounting partner built specifically for wineries and select beverag
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Sorren Expands Coast to Coast with Connected Accounting, Elevating Tech-Enabled Services
Sorren, a Top 50 national tax, accounting, and advisory firm, announced today that Connected Accounting, an innovative technology-forward accounting firm with deep roots in Los Angeles, has joined the
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What Your Tech Should Make Easier - But Doesn't
What your tech should make easierWinery teams are busy enough.Technology should reduce friction — not quietly create it.But over time, many wineries start to accept things like:Extra steps at ch
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Drinking our own champagne: Azmera running odoo
Over the Christmas/New Year break, we took our own advice to heart and migrated to odoo for our own consulting business.Over the last few months as we've been building out our read more
ETS Labs to Share First Look at Vintage 2025 Proprietary Insights Plus New Red Blotch and Smoke Taint Data at Women for WineSense Winemaking & Viticulture Roundtable, March 4, 2026
February 10, 2026 (Napa / Sonoma, CA) — On Wednesday, March 4, 2026, from 3:00 – 5:30 p.m., the Winemaking & Viticulture Roundtable of the Napa-Sonoma chapter of Women for WineSense (
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Sorren Welcomes Hess & Rohmer, Strengthening Texas Presence and National Reach
Sorren, a Top 50 national tax, accounting, and advisory firm, has announced that Hess & Rohmer, a well-respected full-service CPA and advisory firm, has joined its national network. The partnership re
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5 Reasons to Use Lumo for Your Next Vineyard Development
When you’re weighing your irrigation automation options for your next vineyard development project, there are good reasons to consider putting read more
Baker Tilly Announces Eric Miles as Chief Executive Officer
CHICAGO (Jan. 7, 2026) — Baker Tilly, a leading advisory, tax and assurance firm, today announced that Eric Miles has assumed the role of chief executive officer, succeeding Jeff Ferro. Miles&rs
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Josh Tyree Appointed CEO of Sorren, Advancing Firm’s Next Phase of Growth
[Meridian, Idaho] – January 20, 2026 — Sorren, a Top 50 national tax, accounting, and advisory firm, has announced the appointment of read more
