1. Get your financial file in order

Be honest (we won’t judge!), do you file the financials away without looking at them because they are confusing? You are not alone! Without a clean and clear organization, your reports are impossible to understand, so when you need to make important business decisions, they are not at all useful. 

Get your accounting file and financial procedures in order with our system The Fundamental Five!

2. Calculate your True Cost

If you ask your tax accountant, if the “cost” they calculated for your wine is “tax cost” or “true cost”., they likely told you “tax cost”. (which is what you want to file your taxes). 

But did you know that Tax Cost is lower than True Cost, so If you price your wine based on Tax Cost, you could be making a fatal mistake. 

We help you calculate your True Cost, empowering you to make informed financial decisions in your winery.

3. Plan a path to growth and profitability

Congratulations! Your books are in order, and your costing is accurate.  Now it’s time to have some fun forecasting your cash needs, analyzing your activities, and planning a path for growth and profitability. 

Every business needs a CFO, but a small winery doesn’t need one full-time. We have a range of Outsourced CFO Services suitable for 50 case and up to 20,000 case wineries. 

Let us find the right support for you!