Poteet Accounting Group

At Poteet Accounting Group, we are dedicated to providing professional and high-quality accounting and bookkeeping services to businesses of all sizes and shapes in the beautiful Napa Valley. With over 30 years of experience, our team is committed to tailoring our solutions to meet your present needs and growing with you as your business flourishes. Our services include accounts payable and purchases, 1099s, accounts receivable and 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, and more. Our owner and principal, Shelly Poteet, is known for her expertise as a consulting controller, providing a unique skill set for smaller companies and a higher level of consulting without the expense of having a full-time controller on payroll.

Meet Shelly Poteet

Shelly is a lifelong resident of Napa, California, with over 30 years of accounting experience and 13 years in the wine industry. She started her accounting career in 1984 and has since worked for a local CPA firm preparing individual, partnership, and corporate tax returns, as well as serving as a consulting controller for several clients. Her experience in public accounting and private industry provides a unique skill set for smaller companies. When she's not taking care of her clients, Shelly spends time with her family and is an avid dog lover.