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Vintner CFO

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The Essentials

"Clarity in a Glass" Best for Small Wineries <2,000 cases/year)

Monthly Financial Review

13-Week Cash Flow Forecast

DTC Margin Analysis

Annual Pricing and Cost Forecast

Quarterly Deep Dive CFO call

Strategic Vintage

"Profit in Every Pour" Best for Growing Wineries (+2,000-10,000 cases per year

Includes The Essentials Services

SKU-Level costing

Monthly Deep Dive CFO call with cash flow forecasting and modeling

Budget vs. actuals

Wine Club Analysis

Estate Growth

"From Roots to ROI" Best for Established Wineries (+10k cases or $5M+ Revenue/year)

Includes All Strategic Vintage Services

Exit readiness and Valuation

Inventory System Review

KPI Dashboards

Strategic On-Call support

Optional Project Add-On

Software implementation Support

On-Site seasonal visits

Employee Comp Plan Review

Other short-term projects - one-off analysis

Strategic On-Call support

Contact Us for Pricing

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