Free Winery Inventory Checklist - Find issues with inventory, COGS & profitability.

Matthew J. Prieb, CPA

Matthew J. Prieb, CPAMatthew J. Prieb, CPAMatthew J. Prieb, CPA
  • Home
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    • Financial Advisory
    • Bookkeeping for Wineries
    • Tax Planning for Wineries
  • Winery Resources
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    • Home
    • Services
      • Financial Advisory
      • Bookkeeping for Wineries
      • Tax Planning for Wineries
    • Winery Resources
    • About
    • Contact

Matthew J. Prieb, CPA

Matthew J. Prieb, CPAMatthew J. Prieb, CPAMatthew J. Prieb, CPA
  • Home
  • Services
    • Financial Advisory
    • Bookkeeping for Wineries
    • Tax Planning for Wineries
  • Winery Resources
  • About
  • Contact
Business meeting with document review.

Financial Advisory for Wineries

Running a winery requires financial decisions that go well beyond keeping the books and filing tax returns. 

We help winery owners understand inventory, costs, profitability, cash flow, and financial performance so they can make better decisions. 

Schedule a Consultation

What's Driving Your Winery's Financial Performance?

Inventory & COGS

Inventory & COGS

Inventory & COGS

 Understand what your wine is really costing you. We help analyze bulk and bottled inventory, production costs, cost per case, inventory aging, and COGS. 

Profitability

Inventory & COGS

Inventory & COGS

 See where your profits are coming from. We can analyze margins by wine, product, and sales channel to help evaluate pricing, product mix, and sales strategy. 

Cash Flow

Inventory & COGS

Cash Flow

 Anticipate cash needs before they become problems. Cash-flow forecasting can help you plan for production, bottling, payroll, taxes, debt payments, and other major expenditures. 

Plan Ahead Instead of Reacting

Budgeting & Forecasting

Break-Even & Profit Planning

Break-Even & Profit Planning

 Connect expected sales, production, expenses, inventory, and cash flow into a practical financial plan and compare actual results to expectations throughout the year. 

Break-Even & Profit Planning

Break-Even & Profit Planning

Break-Even & Profit Planning

 Understand how many cases and how much revenue you need to cover your costs or achieve a specific profit target. 

Financial Reporting & KPIs

Break-Even & Profit Planning

Financial Reporting & KPIs

 Focus on the numbers that matter, including margins, inventory, cost per case, channel performance, cash flow, and other key financial indicators. 

Ongoing Controller & CFO Support

 Some wineries need more than periodic financial analysis.


Our ongoing Controller & CFO services provide management-level financial oversight without the cost of hiring a full-time controller or CFO.


Services may include monthly financial review, cash-flow forecasting, budgeting, inventory and COGS oversight, profitability analysis, KPI monitoring, QuickBooks oversight, and support for major financial decisions.


Services generally start at $1,500 per month.

Not Ready for Ongoing Support?

Customized Winery Financial Review

Customized Winery Financial Review

Customized Winery Financial Review

Have your winery's financial information reviewed by a CPA to identify issues and opportunities involving inventory, COGS, profitability, cash flow, and other key financial areas.


Starting at $500

Winery Financial Resources

Customized Winery Financial Review

Customized Winery Financial Review

Prefer to start on your own? Our free checklist and interactive Excel tools can help you evaluate inventory, costs, profitability, cash flow, and other financial areas.


Resources range from free to $149.

Request a Financial ReviewExplore winery resourcesSchedule a consultation

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