CFO Services Designed for Every Stage of Growth
As your winery grows, the financial challenges change. What worked early on becomes harder to manage, and decisions carry more weight. Our services are built to meet you where you are—giving you the clarity, structure, and guidance to move forward with confidence.
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