Photo of Rae Paulson
Rae Paulson
Principal
CPA
rae.paulson@mossadams.com
(707) 535-4176
My Profile

Industry Expertise

Wine, Beer & Spirits

Practice Focus

Employee Benefit Plans Financial Statement Audits Public Company Audits Reviews & Compilations

Biography

Rae has been in public accounting since 2005. She provides assurance services for clients in a variety of industries, predominantly wine, food processing, and natural resources. Rae also manages all phases of employee benefit plan audits, including 401(k), 403(b), defined benefit, and health and welfare plans. She is responsible for training staff and seniors on employee benefit plan issues and maintains current knowledge of industry regulations through ongoing continuing professional education.

Selected Speaking Engagements

  • Budgeting 2015: Top Changes You Need to Make
    (Family Winemakers of California webcast, November 2014)
  • Wine Inventory Flow and Costing
    (Family Winemakers of California webcast, November 2013)
  • Preventing Fraud Before It Starts
    (Moss Adams Reserve webcast, August 2012)

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants

Education

  • BS, health science, St. Mary’s College of California
  • MBA, Sonoma State University

Insights from Rae Paulson

Webcast
Streamlining Winery Performance: Tips and Tools for Success
Improve your winery management with a digital system like Workday Adaptive Planning.
Webcast
Article
Understanding Your Costs: Tips for Wineries of All Sizes
Steps for calculating your winery’s business costs can vary depending on how much you produce. Get insights tailored to your winery’s size.
Article
Article
Seven Steps to Set Up a Cost of Goods Sold System for Your Winery
Learn steps to help you calculate the cost of goods sold for your winery—and gain insight into your profits.
Article
Article
Accounting for the Cost of Making and Selling Wine
Discover how greater insight into your winery’s production costs can help you evaluate performance.
Article
Article
How Wineries Classify and Track Trade Spending
Classifying trade spend costs can be confusing, especially in a three-tier system that the wine industry follows. We cover exceptions and some tips for wineries and their distributors.
Article

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.