Our Perspective
Insights and resources to help you navigate the complexities of your business.
Categories
Should Your Winery Lease or Buy Barrels?
Should your winery lease or buy barrels? Explore the financial and operational implications of each option, and find the best strategy for your wine production goals.
Budget Tips from CPG Finance Pros
Master budgeting for your CPG brand with insights from seasoned finance pros. Learn to build realistic forecasts, manage cash flow, and plan for growth effectively.
How to Manage Cash When Funds Are Short
When cash is tight, managing cash flow effectively is critical. Learn actionable strategies to assess your finances, reduce costs, and explore creative financing options to keep your business afloat and resilient.
How to Build a Brand That Could Be Sold
You didn’t start your winery to sell it, but building a brand with an exit strategy in mind ensures your hard work pays off. Discover how to create a scalable, marketable winery brand that buyers can’t resist while protecting your legacy.
Top 5 Questions Lenders Ask CPG Brands Before Granting a Loan
Discover the top 5 questions lenders ask CPG brands before granting a loan. Learn how to prepare data-driven responses and strengthen your financial foundation for success.
How Much Should You Spend on Trade Spend?
Learn how much to budget for trade spend and how to optimize your investments in promotions, discounts, and retailer support to drive sales for your CPG brand.
Why Your Accountant Needs to Be a CPG Expert
Learn why working with an accountant who specializes in CPG brands is critical to your business success, from COGS and networking to cash flow and inventory.
How to Structure Your Chart of Accounts as a CPG Company
Learn how to properly structure your chart of accounts as an emerging CPG brand to streamline your businesses' financial management and improve decision-making.
Fundamentals of a Monthly Close Process: A 101 Guide
Curious about the fundamentals of monthly close? Understand the basics of a monthly close process to enhance your financial accuracy and operational efficiency.
Annual Finance & Accounting Checklist: A Guide for Winery Owners and Emerging CPG Brand Founders
Keep your business financially prepared with this comprehensive annual finance and accounting checklist. Get tips to maintain financial health and compliance.
How to Use QuickBooks Online (QBO) to Track Sales Performance by Channel
Learn more about how to use QuickBooks Online (QBO) to track and analyze sales performance by channel, optimizing revenue for your winery or CPG brand.
How to Set Up Products in QuickBooks Online (QBO) Properly
Learn the step-by-step process for setting up products in QuickBooks Online to ensure accurate inventory management and streamlined sales tracking.
Contribution Margin 101: A Guide for Winery Owners and Emerging CPG Brand Founders
Learn about the basics of contribution margin, including why it's important for your business and how it can help you make informed financial decisions.
Cash Conversion Cycle 101: A Guide for Owners and Founders
Learn the fundamentals of the cash conversion cycle and how it affects your business. Use this guide to improve financial efficiency and cash flow management.
How to Use ChatGPT for Accounting and Finance
Learn how to use ChatGPT for accounting and finance tasks, including automating processes, enhancing decision-making, and improving financial management.
Payroll Software Comparison for Wineries and CPG Companies
Compare the top payroll software solutions for wineries and CPG brands. Learn key features and benefits to choose the best payroll software for your needs.
How to Manage Accounts Payable Effectively
Learn how to manage accounts payable effectively for wineries and CPG companies. Discover best practices, tools, and strategies to streamline your AP process.
Mastering Inventory Costing: Strategies for Accurate Financial Management
Discover effective strategies for mastering inventory costing to ensure your financial management is accurate and efficient. Learn the best practices today.
Advanced Strategies for Efficient Inventory Management
Explore advanced strategies for efficient inventory management and find out how to boost your company's efficiency with expert tips and insights.
Trade Spend Analysis: Optimizing Your P&L for Better Financial Health
Discover how effectively managing your trade spend can boost your company's financial performance. From advanced analytics to detailed categorization, learn strategies that can optimize your profits and refine your trade-spend strategy.