Flexible CFO Services For Your Winery
Monthly performance reports, KPI tracking, and financial forecasting to move your winery forward.
Your accountant may be your ideal partner in planning your strategic path forward.
Accounting may be fundamentally backward-looking. But having a deep understanding of historical trends is key when looking to the future.
Our winery CFO services start by building a complete financial plan for your winery, including sales forecasts, production budgets, cash flow plan, and return on investment. Then we work with you on an ongoing basis, depending on how hands-on you want us to be, as you journey through your plan and toward a thriving winery business.
Track the numbers
that matter
Identify and track financial Key Performance Indicators (KPIs) for your tasting room, production costs, and profitability targets. Compare your winery’s performance to your peers’.
Build out a financial forecast
Build out a 3-year, 3-way financial forecast that allow you to see the whole financial pictures: your profitability, your production budget, and your return investment.
Make decisions based on real data
Monthly variance reports will allow you to see how you are tracking against your plan and change course before it’s too late.
Your winery CFO can advise on:
Wine metrics & benchmarks
Cash flow management
Production & labor costs
Getting to breakeven
Stabilizing and improving your bottom line
Lender preparation
How Our Winery CFO Services Work
Our key deliverable is a customized 3-year financial plan for your business.
A lot goes into this plan: we work together to examine historical trends and the current situation, to set goals for change, and then to turn your vision into a detailed plan. This plan is built line-by-line, in numbers and metrics that we can track against every month.
After your winery financial plan is complete, we can continue to work together on a monthly or quarterly basis.
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“I have never been more comfortable with an accountant in the fifteen years of being in the wine business.”
Therese Martin, Martin Ranch Winery
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“They gave us the information that would help us grow our business and make good decisions.”
Brett Pittsinger, Bad Granny Cider
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“The perfect fit for our business. They fill the one significant gap we have in our leadership team. I couldn’t be more thrilled.”
Alan Holtzheimer, Silver Bell Winery
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The depth of experience was a great source of comfort and stability as we considered some crossroads decisions with our winery.
Luke Evans, Tunnel Hill Winery
From our blog
Explore other services
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Bookkeeping & Payroll
Weekly bookkeeping, accounts payable, accounts receivable, and a robust month-end close process.
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Controller Services
Financial oversight, wine inventory costing, and monthly reporting.
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Compliance Services
Sales and excise tax, 1099s, TTB filings, licenses and renewals, and compliance consulting.
