Financial Clarity for Winery Owners Who Have Outgrown Guesswork
Our role is simple: to give you the financial leadership of a CFO — without the full-time cost — so you can run your winery with clarity, confidence, and control.
TRANSFORMATION
Bring Structure to the Numbers That Drive Your Winery
At Vintner CFO, we help winery owners turn financial uncertainty into clear, actionable insight.
If cash flow feels unpredictable, margins feel unclear, or growth feels harder than it should—the issue usually isn’t effort. It’s visibility.
We bring structure to your numbers so you can clearly see what’s working, what isn’t, and what to do next.
WHY WORK WITH US
Built for the Wine Industry
We work exclusively with wineries—so our guidance reflects your reality, not generic advice.
Right-Sized Financial Leadership
Built for wineries in the $1M–$20M range—where clarity matters most.
A Partner in Your Business
We work alongside you to turn financial insight into confident decisions.
Right-Sized Financial Leadership
We focus on wineries in the $1M–$20M range — businesses that have outgrown basic bookkeeping but don’t yet need a full-time CFO.
This is where the right financial guidance creates the most impact—giving you clarity without unnecessary overhead.
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.