Business Details
6 Years
experience
Your Trusted Accounting Partner in Newcastle, CA
At Poteet Accounting Group, we specialize in delivering comprehensive accounting and bookkeeping solutions tailored to businesses of all sizes across Napa Valley. With over 30 years of combined experience in public accounting and private industry, our team provides meticulous financial management services that align with your business goals. Our expertise spans industries including wineries, retail, restaurants, and hospitality, offering services such as accounts payable/receivable, inventory costing, and annual budgeting. Founded in 2020 by Shelly Poteet, our firm combines deep industry knowledge with personalized consulting to support business growth without the cost of a full-time controller. We prioritize accuracy, transparency, and client satisfaction, ensuring seamless financial reporting and compliance.Our commitment to excellence is reflected in our track record of client testimonials praising our responsiveness, professionalism, and thorough preparation of financial documents. By leveraging decades of experience in financial operations and tax management, we deliver actionable insights that empower businesses to thrive. Our services extend to cash flow reporting, consolidated financials, and audit preparation, supported by a client-centric approach that values long-term partnerships. Located in Newcastle, California, we serve the Napa Valley region with localized expertise and a dedication to building trust through reliable, high-quality service.
Services
Accounts Payable & Purchases
Accounts Receivable & Sales
Bank Reconciliation
Fixed Asset Management
Inventory Costing
Cash Flow Reporting
Annual Budgeting
Tax Inventory Reconciliations
Consolidated Financials
Month-end/Year-end Close
Details
- Year established: 2020
Highlights and features
- We offer 30+ years of combined accounting experience in public and private sectors.
- Our tailored solutions adapt to your business needs and growth trajectory.
- Specialized expertise in winery, retail, and hospitality industry accounting.
- We provide consulting controller services without full-time employment costs.
- Client testimonials highlight our thoroughness, responsiveness, and professionalism.
What people say
Knowledge, responsiveness and professionalism
Exceeded our expectations
Immaculately prepared financials
Thorough and detailed
Excellent customer service
Services
Accounts Payable & Purchases
We streamline accounts payable processes, ensuring accurate tracking of purchases and vendor payments. Our team handles 1099 processing and reconciliation to maintain financial integrity. Businesses benefit from reduced errors and improved cash flow visibility through our systematic approach.
Bank Reconciliation
Our bank reconciliation service identifies discrepancies between financial records and bank statements. Using GAAP standards, we ensure accurate reporting for regulatory compliance. Clients gain confidence in financial data accuracy and fraud prevention measures.
Inventory Costing
We implement precise inventory costing methods aligned with tax requirements. This includes GAAP-to-tax reconciliations for accurate financial reporting. Businesses receive detailed cost breakdowns that support strategic pricing and profitability analysis.
Cash Flow Reporting
Our cash flow reports provide real-time insights into liquidity positions. We analyze inflows and outflows to help businesses optimize financial planning. Clients use these reports to make informed decisions about investments and operational expenses.
Annual Budgeting
We develop comprehensive annual budgets tailored to business goals. Our process includes forecasting revenue, projecting expenses, and identifying growth opportunities. Clients receive actionable plans that align with their financial objectives and market conditions.
People
Shelly Poteet
Owner & Principal
Shelly Poteet has 30+ years of accounting experience, including roles at a CPA firm and as controller for Copper Cane. She founded Poteet Accounting Group in 2020 to provide specialized financial services for Napa Valley businesses.
Questions
What accounting services do you offer?
We provide accounts payable/receivable, bank reconciliation, inventory costing, cash flow reporting, tax reconciliations, and annual budgeting tailored to your business needs.
Which industries do you specialize in?
We focus on wineries, retail, restaurants, and hospitality businesses within Napa Valley and surrounding areas.
Can you handle year-end accounting close?
Yes, we manage month-end and year-end closes, including consolidated financials and audit preparation for tax compliance.
Do you offer consulting controller services?
Yes, we provide part-time controller expertise without full-time employment costs, ideal for growing businesses.
