Welcome
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 your winery can thrive.
Discover Vintner CFO: Your Strategic Partner
Why Work With Us
Wine Industry
We focus on wineries. That means we understand your challenges — from seasonal cash flow swings to distributor pressures — and we speak your language.
Right-Sized for You
Our services are tailored to wineries in the $1M-$20M
revenue range. You’re too big to manage the numbers on your own, but not ready for a full-time CFO — that’s exactly where we add the most value.
A True Partner, Not a Vendor
We don’t just deliver reports; we work alongside you. Through regular check-ins and collaborative reviews, we guide your winery toward stability, clarity, and long-term success.
Does this sound like you?
Your wine business can’t run without you. If you step back, things slow down—or stop altogether.
It’s a classic catch-22: You can’t get the cash without growth, and you can’t grow without the cash.
And without clear visibility into what’s working and what isn’t, it’s hard to know how to take your winery to the next level with confidence.
If this sounds familiar, you’re not alone—and the good news is, there’s a better way forward.
It's About Your Dreams, Goals, and Aspirations
We’re here to partner with you in turning your dreams and goals into reality—and we know how to make it happen. Whether you need strategic guidance or hands-on support, we’re ready to provide practical, unbiased advice to help you seize every opportunity.
Simply put, we’ll help you build a thriving, successful wine business.
Here's What Transformation Looks Like:
- Clarity - You'll finally understand your numbers and how to use them.
- Confidence - Every decision is backed by financial insight, not guesswork.
- Control - a cash flow plan that keeps your winery thriving season after season
Work On Your Winery, Not Just In It
It’s hard to work on your business when you’re spending all of your energy working in it. But you don’t have to do this alone.
With Vintner CFO, you’ll have a Chief Financial Officer who understands the wine business. We’ll meet with you regularly to review your winery’s financial health, uncover opportunities, and guide you through the steps that close the gap between where you are today and where you want to be.
Discover Vintner CFO: Your Strategic Financial Partner
Our Mission
At Vintner CFO, our mission is to empower mid-sized wineries with the financial clarity and strategic guidance they need to succeed.
We specialize in serving wineries in the $1M-$20M revenue range — businesses that have outgrown basic bookkeeping but aren’t ready for a full-time CFO. By focusing on this stage, we provide the right level of expertise at the right time, helping wineries strengthen cash flow, improve profitability, and build long-term resilience.
Testimonials
My name is Scott Harvey and I have been running wineries for 50 years. Over the years I have worked with in-house as well as outsourced CFOs.
Donna is the best. She gets right to the point listening to us and figures out how we can best watch our business.
I like CFOs that keep me informed so that I can better sleep at night. She comes highly recommended!
Scott Harvey
CEO
Testimonials
Before we began working with Donna, we were constantly worried about running out of money—especially during sales slowdowns. Cash flow was always tight, and the uncertainty was stressful. With Donna’s weekly guidance, we finally had a clear picture of where we stood financially and what steps we needed to take to operate wisely. Even simple things, like reviewing accounts receivable and sending reminders for overdue payments, made an immediate difference.
After more than 21 years in this business, I know firsthand how overwhelming it can be to juggle production, sales, staff, and customers while also trying to keep finances under control. Having Donna by our side has been a huge relief. She keeps us focused, grounded, and proactive, ensuring our finances are managed with confidence instead of fear.
For any winery owner navigating the ups and downs of this industry, her insight and steady guidance are invaluable.
Cheers,
Jana