CFO Services for Wineries
Why you need a CFO for your small winery
A CFO or Chief Financial Officer in a small winery ensures that financial stability is as much a part of the growth plan as the grapes themselves. They map out the winery’s financial path, protect its fiscal health, and turn financial data into actionable insights.
We offer CFO services in several forms to meet your needs, regardless if you are a garagiste just launching your brand or an existing brand trying to decide the next step.
How a CFO helps ensure the success of a small winery
A CFO can help decode the story in the numbers.
3 Ways we offer Consulting CFO services
As small winery finance and strategy specialists, we make it our mission to meet winery owners where they are in their business journey. Once you have organized your file and calculated your True Cost, you are ready for our Consulting CFO services. Let us help find the right service to meet your needs!
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Silver Level
Monthy office hours
Our “Silver Club” for small and startup wineries. CFO services are offered in a group setting. Meet for Office Hours once a month via Zoom. Post questions in the Silver Club Member only Forum. Access to the Learning Library with over a hundred quickies and videos on winery accounting.
Monthly Office Hours
Coaching to help with your bookkeeping
Discounted CFO consulting
Access to the Learning Library
Free access to the monthly mini-course
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Gold Level
Small group mastermind
By Invitation Only. Small group mastermind meets for 90 minutes each month. The wine industry has always believed that a rising tide lifts all boats and has shared solutions. Discuss problems and get feedback. Private slack channel to chat with your peeps. Must sign a agreement of confidentiality. Minimum 6 month commitment.
90 minute Mastermind session
Access to the Learning Library
Discuss current industry problems with your peers
Moderated by the only CFO that specializes in small wineries
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Platinum Level
1:1 Fractional CFO
This service is limited to owners who have demonstrated a desire to be active participants in the financial operation of the business. Owners commit to quarterly financial review meetings. Prerequisites include: File is set up following the Fundamental Five system. The costing process is based on True Cost.
Access to Consulting CFO, Accountants, and Coaches
Personalized attention
Documentation of new and existing procedures
Library of zoom meetings