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Optimize Wine

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Short, SA
Optimize Wine

We empower managers of winery businesses by providing financial insights, which frees up time for th

09/03/2025

only a 2 year old could make that hairdo so cute!

06/03/2025

V25 - Bulk Wine Costing 🍇

Costing wine ensures a better understanding of costs and options to manage them.

If costs aren't monitored and compared from vintage to vintage or bottling to bottling, it's a lot harder to know when it's smart to shop around to keep costs down.

Planning for a new bulk wine costing system should commence during May so vintage costing be done in June.

If costs are added to bottled wine by 30 June you can start the next financial year with an accurate COS, would that be a benefit to your business?

If you'd like to start costing your wine, we have limited spaces available so contact Lisa today!
☎️ 0408 811 734

01/03/2025

Precious moments with Elyse 💖

06/02/2025

TIP: Accurate & Reliable Financial Reports Are ESSENTIAL!

We've found businesses that don't have REGULAR accurate financial reports, don't have reliable UP-TO-DATE information to make sure the business is on track.

Unreliable reports can lead to:
🟠 unrealistic cash flow projections and lack of money to pay employees & suppliers
🟠 guessing how much products & services really cost and under pricing
🟠 confusion about whether new equipment will value add to the business
Does any of that sound familiar?

Do you know if your business is REALLY making a profit at the end of each month?

When times are tough businesses need to be able to pivot quickly to maintain cash flow and survive. Regular reliable reports are essential to making business decisions and then tracking whether they worked.

Can you track the outcomes of pivot decisions in your business?

We can help by making sure your accounts are accurate and then supplying the reports you need to monitor & improve business performance.

When we do that for our clients we find:
⭐ the bookkeeper learns from targeted training, becomes more confident and the accuracy of their work improves.
⭐ the business owner has a clearer picture of their business and can make decisions with less stress
⭐ there is peace of mind that the business is reporting BASs & payroll compliantly to the ATO

If you'd like to know more about how we work
Ring Lisa today ☎️ 0408 811 734
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30/01/2025

Winery Financial Insights
Do you need help to get better financial insights about your wine business? 🍇

Financial insights are simply the numbers from financial transactions in the business converted into meaningful reports that can include wine costs & margins, financial ratios and profit margins.

We have developed a system to provide unique insights for each of our MYOB winery clients. All you need to do, is let us know what information you need and we'll customise a reporting system to provide it ⭐

So if you're more comfortable making wine than using spreadsheets and manipulating data from your accounting software to get business performance reporting ....

Ring Lisa today
📲 0408 811 734

29/01/2025

Need Bookkeeping or BAS Services?
We have extensive experience over 25 years helping business with bookkeeping & BAS services.
The many different industries and clients we have worked for have provided us with great insight into how to help businesses in the Limestone Coast.

If you're looking for bookkeeping or someone to lodge your BAS get in touch. We might be a good fit!

Contact us today
📲0408 811 734 Lisa
🌐 www.optimizeag.com.au

26/01/2025

Here's to a year of peace, inclusion, community, caring & looking out for each other 🥂

24/01/2025

Is your MYOB file bogged down with historic info that's no longer relevant?

Often a business changes over time. Sometimes the accounts list and reporting doesn't get updated so the reports don't clearly show what's important to the management of the current trading structure.

If updating your MYOB file to provide clear performance reporting would help you make informed business decisions get in touch today.

Lisa has 25 years experience with MYOB so you are in good hands!
📲 - 0408 811 734

04/01/2025

Lovely evening for a glass of Emma from Cheers 🥂

31/12/2024

Best wishes for a happy, healthy & prosperous 2025 ❤️

25/12/2024

Merry Christmas, and thank you to all my valued clients.
I truly appreciate your continued support ❤️❤️❤️

I hope you get to share the holidays with loved family and friends 🤞

Best wishes always, Lisa

19/12/2024

REMINDER: FBT & Entertainment rules are complex, take care when claiming GST on invoices for staff parties & gifts. For more information check the ATO Entertainment & FBT guidelines, ask your tax accountant or professional organisation, or

email your query to Lisa, we're always happy to help!!
📤[email protected]

Address

6106 Clay Wells Road
Short, SA
5279

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+61408811734

Website

http://www.optimizeag.com.au/

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