Accounting and Bookkeeping | Newcastle, California
Your numbers. Our skills.
At Poteet Accounting Group, we are all about the numbers and more. We are a full service accounting firm catering to businesses of all sizes and shapes in the beautiful Napa Valley. We have winery customers as well as a diverse client portfolio in retail, restaurants, and hospitality.
With over 30 years of accounting and bookkeeping experience, the Poteet Accounting Group is dedicated to providing professional and high quality service. We tailor our solutions to your present needs and can grow with you as your business flourishes. Let us know how we can help you.
“With Poteet Accounting Group, our bookkeeping, financials and tax inventory costing were immaculately prepared and sent to the tax accountant without a hitch. Poteet was thorough and detailed – exactly what any company needs when hiring an accounting firm.“
Derek Beitler, JDB Wines, Owner
Services
The meticulous management of your finances is our top priority at Poteet Accounting Group. We take pride in providing attention and detail that meets your business goals. We offer a full range of accounting and bookkeeping services including:
Accounts Payable & Purchases, 1099s
Accounts Receivable & Sales
Credit Card Reconciliation
Fixed Asset Management – GAAP and Tax
Inventory Reconciliations
Inventory Costing
Bank Reconciliation
G/L Account Reconciliations
Month-end and Year-end Accounting Close
Cash Flow Reporting
Consolidated Financials
Annual Budgeting
In addition, our owner and principal, Shelly Poteet, is known throughout the Napa Valley for her expertise as a consulting controller when businesses do not need a full-time person in that role. Please contact us so we may discuss your accounting needs.
“I appreciated Poteet Accounting Group’s knowledge, responsiveness and professionalism while providing excellent customer service. They always exceeded our expectations as they prepared our account reconciliations and annual financials for taxes.“
Nancy Brightwell, Big D Burgers, Former Owner
About
Meet Shelly Poteet
Shelly is a lifelong resident of Napa, California, with over 30 years accounting experience and 13 years in the wine industry. She started her accounting career, in 1984, at a local bookkeeping and tax service. At that time, there were no computers, everything was processed manually, and ledger sheets were used to produce financial statements! This experience taught her first hand knowledge about the true foundations of accounting. In 1995, she worked for a local CPA firm preparing individual, partnership and corporate tax returns. Her clients ranged from small wineries and vineyards to large multi-entity wineries as well as construction and retail businesses. For several of these clients, Shelly served as a consulting controller.
In 2012, Shelly went into the private industry and spent seven years at Copper Cane as the controller building the company’s finance and accounting department that managed eight different related party LLCs. She was on the management team that facilitated the successful sale of one of the winery’s major wine brands, Meiomi, to Constellation.
Seeing a need in Napa Valley for consulting controller services along with accounting and bookkeeping, Shelly started Poteet Accounting Group in 2020. Her experiences in public accounting and private industry provides a unique skill set for smaller companies and a higher level of consulting in lieu of the expense of having a full-time controller on payroll.
When she’s not taking care of her clients, Shelly spends time with her family. She is married to a Richmond Fire Department Fire Captain and is the mother of three grown sons. Two young grandchildren keep her busy while a recreational home in Lake Almanor provides her a place to relax. She is an avid dog lover too.
Expertise Areas
Financial reporting, budgeting, forecasting, sales analysis and cash management
In-depth experience with financial management and accounting operations: general ledger, financial reports, banking relationships and reporting; annual audit management and preparation; payables, receivables, payroll, time and billing, fixed assets, inventory, job profitability; sales, use, and excise taxes
Operations: Business closings, financial requests and audits, trade buyer negotiations, and lease resolutions
