Vintner CFO

Understanding Your Business Changes Everything

Every winery has a different vision for success. Strategic financial leadership and operational insight align business decisions with that vision bringing clarity to what’s working, what needs attention, and where the greatest opportunities exist.

That is the role of Vintner CFO

Informed Decisions

Every Number Tells Part of the Story

A winery’s success isn’t measured by financial statements alone. It’s shaped by the decisions made every day – in the vineyard, the cellar, the tasting room, and the office.

Vintner CFO connects financial performance with operational insights, helping winery owners better understand their business and make informed decisions that support their vision.

WHY WINERY OWNERS CHOOSE VINTNER CFO

Winery Expertise

Understanding a winery requires more than reading financial statements. Production, inventory, compliance, tasting rooms, wine clubs, direct-to-consumer sales, and distribution all influence financial performance.

Executive Financial Leadership

Gain strategic financial leadership without the investment of a full-time CFO.

Decisions Guided by Insight

Financial performance and operational results work together. Understanding both provides the insight needed to make informed decisions.

Financial Leadership That Fits Your Winery

We work exclusively with wineries generating up to $20 million in annual revenue -businesses who have outgrown basic bookkeeping and need strategic financial leadership without the cost of a full-time CFO.

As your winery grows, the financial decisions become more complex. Cash flow, profitability, inventory, pricing, and growth become interconnected.

We provide executive-level financial guidance that helps you make better decisions, improve profitability, and build a stronger business.

Because the right financial leadership isn’t about adding overhead, it’s about creating clarity.

Financial Leadership, Built for Your Stage of Growth

As your winery grows, the financial challenges change. What worked early on stops working—and guesswork gets expensive. Vintner CFO provides the clarity and structure you need to move forward with confidence.

Financial Clarity

Understand where your money is going—and what’s actually driving profit.

Cash Flow & Profit Control

Stabilize cash flow, protect margins, and reduce financial uncertainty.

Strategic Growth Planning

Make confident decisions around pricing, production, and expansion.

CFO Partnership

Ongoing financial guidance so you’re not making critical decisions alone.

Does this sound familiar?

The challenge isn’t effort. It’s visibility.

Your winery depends on you to keep everything moving—and when you step back, things slow down. Growth feels just out of reach. You need capital to grow, but growth is what creates the capital.

And without clear financial visibility, you’re making decisions with incomplete information—whether you realize it or not.

That’s where most wineries get stuck.

This Isn’t Just About Numbers

It’s about building a winery that works—for you, your team, and your future. We help turn your goals into structured, achievable outcomes with clear financial direction behind every step. Whether you need strategic guidance or hands-on support, you’ll have practical insight to move forward with confidence.

What This Actually Changes

Clarity

You understand where your money is going — and why.

Confidence

Decisions are based on real financial insight, not assumptions.

Control

You have a clear plan for cash flow, profitability, and growth — season after season.

Work on Your Winery — Not Just in It

It’s hard to step back and lead when you’re buried in day-to-day operations—but you don’t have to do it alone. With Vintner CFO, you gain a financial partner who understands the wine business and works with you consistently to review performance, identify opportunities, and guide your next steps. Together, we help close the gap between where your winery is today and where you want it to be.

Testimonials

Real Clarity. Real Confidence.

From winery owners who’ve been there.

My name is Scott Harvey, and I’ve been running wineries for over 50 years. During that time, I’ve worked with both in-house and outsourced CFOs, so I know what strong financial leadership looks like. Donna stands out. She listens carefully, gets right to the point, and quickly identifies how we can better understand and manage our business. What I value most is how she keeps us informed. There’s a level of clarity and confidence that comes with that—and it makes a real difference. I sleep better at night knowing we have that kind of insight and support in place. She comes highly recommended.

Scott Harvey

CEO

Before we began working with Donna, we were constantly worried about running out of money—especially during slower sales periods. Cash flow felt tight, and the uncertainty was stressful. With Donna’s guidance, we gained a clear understanding of where we stood and what actions to take. Even simple improvements—like reviewing receivables and following up on overdue payments—made an immediate impact. After more than 21 years in this business, I know how challenging it is to balance everything while keeping finances under control. Having Donna alongside us has been a huge relief. She keeps us focused, grounded, and proactive. Her insight and steady guidance are invaluable.

Jana

You Don’t Need More Reports. You Need Answers.

If you’re ready to understand your numbers, protect your margins, and make decisions with confidence—the next step is simple.