Published: September 20, 2024
Running a successful business is challenging. Making your life easier with your day-to-day tasks is imperative so you can focus on your business’ most essential elements—making quality beer and giving excellent customer service.
With features like front-end customer relationship management (CRM), raw material forecasting, cost of goods reporting, and QuickBooks integration—all for one, affordable price—Ollie helps breweries achieve that goal.
3 Sons Brewing is a Dania Beach, FL-based brewery that goes by the motto: Unconventional Beer for Unconventional Palates. Founded in 2013 by Corey Artanis, who also serves as the brewmaster, and his father, Joe Artanis, 3 Sons is named after the younger Artanis’ three sons. After brewing beer in his kitchen from 2011 to 2013, Artanis took the leap and opened a brewhouse. By 2019, a corresponding taproom opened in Dania Beach. Over the years, Artanis and 3 Sons have won nearly twenty medals for his unique brews. 3 Sons believes in pushing the boundaries that result in extraordinary flavors through Artanis’ meticulous brew process.
Having software to help log all the high-quality ingredients and batches of beer is important, and 3 Sons has been enjoying the benefits of Ollie. And while they are getting great value from the brewery management software across the board, they have really taken advantage of the QuickBooks integration.
It takes the guesswork out of things,
“Breweries need an inventory software,” says The Craft Accountant Founder and CEO LeeBetsy Charon, who serves as 3 Sons’ accountant. “Ollie is a great software to use, especially since it’s user friendly and keeps all control of everything in the brewhouse and accounting side.”
Charon adds, “Take the leap because it will save you so much time and data at the end of the day. The numbers don’t lie.”
Ollie’s newest QuickBooks update ensures each action gets its own journal entry, detailing information on what you debited and credited.
“Brewers are great, but they are not accountants, so they do not always think of the financial outcomes of things they do in the system,” Next Glass Vice President of Brewery, Product, and Experience Dustin Jeffers says. “Their main concern is making sure at the end of the day their inventory is correct.”
A seasoned accountant, Charon praises the latest update in Ollie’s QuickBooks Integration.
“It takes the guesswork out of things,” Charon says.
We chatted more with Charon to understand which features of the Ollie QuickBooks Integration work best and how much time she saves with the latest update.
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Ollie QuickBooks Integration Saves 3 Sons Two Days of Work Each Week
Charon says 3 Sons brought her on as an accountant right from the start. She participated in the early testing of Ollie’s QuickBooks Integration.
At the beginning, “I was working weekly with Ollie,” Charon says. “[Jeffers] and I worked side by side to clean everything up.”
Charon says she worked with Jeffers for about a year, from mid-2022 to the summer of 2023.
“We came into 2024 with no issues,” Charon says. “Present day, everything works absolutely phenomenal.”
One improvement Charon praises is reconciling inventory and the cost of goods sold (COGS).
“There have been a lot of updates that have made all entries super user-friendly, clear, and a lot more data-driven,” Charon says. “Everything is broken down better.”
All Charon needs to do is print out the import sheets and see that everything syncs up.
“I don’t have much to do,” she says. “Just match.”
That alone has saved her so much time.
“I save at least two days worth of work each week,” Charon says. “If I had to import all that [data] info myself—oh my goodness!”
All that time saved comes with cost savings, too. Charon says the system accounts for spoilage and waste, which can lead to tax savings.
“It’s minimal,” she says. “But it’s something.”
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Daily Journal Entries in Ollie’s QuickBooks Integration Is a Massive Help for 3 Sons
Having many craft brewery clients, Charon says she has worked with Ekos’ brewery management software as well as Ollie. She says she really enjoys Ollie’s offerings.
It makes inventory and cost of goods sold a lot easier month to month,
“It’s very user-friendly,” Charon says. “I understand Ekos, but folks at the brewery didn’t. Whereas Ollie is a lot more user-friendly.”
One feature she raves about is the daily journal entries.
“It makes inventory and cost of goods sold a lot easier month to month,” Charon says. “Getting those daily imports of journal entries has been a huge help.”
Charon notes that the feature updates everything daily—whatever is happening in Ollie is happening in QuickBooks.
“Also, when a brewhouse adds all the costs, the vendors, and everything they purchase, it all transfers over to QuickBooks,” she adds. “Same thing with invoices. It’s great for all accounts receivable / accounts payable.”
While it’s easier, she still says to hire a bookkeeper or accountant to run your numbers.
“A lot of brewers know beer, but not the back-end and business aspect,” Charon says. “If you have some sort of accounting knowledge, you will have no problem teaching yourself and could get a grasp within a week. But if you have no knowledge, I would say leave that to a professional.”
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About The Author
Giovanni Albanese
Giovanni is a content writer for Next Glass, contributing to the Ollie blog. He is a writer by day and a brewer/business owner by night, owning and operating Settle Down Brewery & Taproom in Gilroy, California.
Giovanni is passionate about a number of things, including history, documentaries and sports, but none more than reporting/writing and brewing beer. After receiving a radio broadcasting degree then a journalism degree from Salem State College in his home state of Massachusetts, he relocated to California in 2008.
Then, his writing career kicked off – covering sports, business, politics and more along the way – while concurrently dabbling in home brewing. The home brewing turned pro in 2021 when he launched SDB Brewing Company. Settle Down Beer officially opened in February.
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