Get a Free Financial Assessment of your Wine Business

Working Genius
  • Sign In
  • Create Account
  • My Account

  • Signed in as:

  • filler@godaddy.com

  • My Account

  • Sign out

  • Home
  • Contact Us
  • Blog
  • Playbook
  • Services
  • Working Genius
  • More
    • Home
    • Contact Us
    • Blog
    • Playbook
    • Services
    • Working Genius
Working Genius

Signed in as:

filler@godaddy.com

  • Home
  • Contact Us
  • Blog
  • Playbook
  • Services
  • Working Genius

Account

  • My Account

  • Sign out

  • Sign In
  • My Account

CFO Services

The Essentials

Clarity in a Glass

Best for Small Wineries (<2k cases/year sold)

  • Monthly Financial Review 
  • Accounting and Bookkeeping Oversight
  • 13-Week Cash Flow Forecast
  • DTC Margin Analysis
  • Annual Pricing review and cost forecast
  • Quarterly Deep Dive CFO Call

Strategic Vintage

Profit in Every Pour

Best for Growing and Established Wineries (+2k - 10k cases sold per year)

  • Everything in the Essentials Package
  • SKU-Level Costing
  • Monthly Deep Dive CFO
  • Cash Flow Forecasting and Modeling
  • Wine Club Analysis

Estate Growth

From Roots to ROI

Best for Established Wineries (>10k cases sold or $5M+ Revenue per year

  • Includes all Strategic Vintage Services
  • Exit Readiness and Valuation
  • Inventory System Review
  • KPI Dashboard
  • Strategic On-Call Support

Optional Project Add-On

Contact for Pricing

  • Working Genius Team Assessment
  • On-Site Seasonal Visits
  • Employee Compensation Plan Review
  • Software Implementation Oversight

  • Privacy Policy

Vintner CFO

Copyright © 2025 Vintner CFO - All Rights Reserved

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept