Case Study: Price Family Vineyards & Estates achieves faster, error-free multi-entity budgeting with Centage

Upgrading from Excel Saves Time, Eliminates Errors & Streamlines Budgeting

Price Family Vineyards & Estates is a family-owned group of vineyards and two wineries in Sonoma County with roughly 370 planted acres and four LLCs, each with its own budgets and P&Ls. As the business grew, the controller was spending days consolidating inconsistent Excel budgets, manually re‑entering accounting data, hunting through hundreds of GL accounts, and struggling to produce timely, error‑free reports.

They implemented Centage’s Planning Maestro and integrated it with QuickBooks, completing budgets for the two vineyards and two wineries within four months. Data now flows automatically, pre-built drivers and allocation rules handle multi‑LLC personnel and expense allocations, and reporting time has fallen from days to hours. The controller spends less time on data entry and more on analysis, while managers get accurate, up‑to‑date reports to support decision making.

Price Family Vineyards & Estates

Shelly Golly

Controller