Our family winery partnered with CPB Solutions in the summer of 2014 as we transitioned from Famous Software to QuickBooks Enterprise. Their team quickly understood our processes and helped us translate departments and cost centers into the new system, giving us full visibility of our operations without missing a beat.
Since then, we’ve continued to rely on David and CPB Solutions as our outside Controller/CFO. Over the years, they’ve guided us through cost accounting and Cost of Goods Sold, helped us obtain lines of credit, and supported major decisions such as equipment purchases, solar leases, and real estate transactions. They’ve been instrumental in staffing choices, purchase vs. lease evaluations, software selection, and even redirecting operations to meet changing industry trends.
What we value most is that we’ve never felt like ‘just a client.’ David and his team have always looked out for the health of our family business, giving us peace of mind through transitions, challenges, and growth. Their care and expertise have kept us steady, confident, and well-prepared for the future.
Thank you, CPB Solutions, for being such a trusted advisor. We look forward to many more years of partnership.
