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Business Info

Business Name

QB Winery Solutions

What do you do?

I work as an outsourced CFO for small boutique wineries. I clean up their accounting file, create new procedures, review the bookkeeping, and most importantly, analyse the results, plan for cash flow, and anticipate the financial needs.

Do you require that a .COM or other URL be available for the new name?


Target Audience

What is your industry?

Consulting and Professional Services

Describe your audience

Owners of small, boutique wineries. These folks have experienced financial success in another field typically from a salaried position in a management position, but they have an artistic side. Of course, they are passionate about food and wine. However, they are not financially savvy in a business sense, and don't understand what financial management for a business is.

What 3 things do you want your product name to communicate to your audience?

The "product name" is the label of the service I offer. It needs to be professional. It should invite questions, like "what does that mean?" or "how do you do that?". I don't want to use a generic label like "Accountant". I don't want to use "CFO" because people don't understand what CFOs do even though they have heard the term lots of times.

List the names of your top three competitor products

Profit First Professional (I like it, but this is a branded name)
CFO or Chief Financial Officer (too common and people are intimidated asking what it means)
QuickBooks ProAdvisor (doesn't sugest the proactive part)
Accountant (too generic)


What character, tenor or spirit do you wish to convey?

Business like. Profit focused. Easy to understand (no accounting jargon).

Are there any words or phrases you like?

I'll let you know

Are there specific words or phrases you don't like?

Financial Advisor
Financial Coach

Do you want to include additional info?

The tagline for the business is "Uncorking greater profits with better financial management". This new term will appear below the tagline. It does not necessarily have to refer to the wine industry.



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