our competitors already have financial leadership in their craft beer business.
You might be browsing this site in search of a CPA to help you with your taxes, because that’s what a growing business needs – right? Thing is, the big breweries you’re going up against have a team of people in-house leading their financial strategy.
we work
differently than
the majority
of CPAs.
You need someone inside the business
looking holistically at your performance.
Helping you price right, branch out, market
yourself well. You don’t need to hire someone
in-house. We already have the processes, the
training and the industry knowledge to give
you the competitive advantage.
A new kind of
relationship with
your CPA
What that looks like:
Which role do you
need right now?
To take your craft beer business from $1 million to $3 million, you need to figure out
what your individual core competencies are as a leader and outsource your weaknesses.
We look at where you are now, where you want to be and bridge the gap with the right
expertise. We’ll use as many services as we need to get you the outcome you dream of.
Advisor
The Advisor works alongside you,
providing the strategic guidance
you need to grow.
Key metric benchmarking
Cash flow forecasting
Return on invested capital analysis
Scenario planning
Trend analysis
Monthly analysis by Corey Lord, CPA
Gross profit analysis
Meetings as needed, but no more than 4 per year
Profit planning
Budgeting and forecasting
All management of your books & accounting
Advisor plus CFO
The Advisor plus CFO acts as a
partner in the business creating and
executing your financial strategy.
Everything in
advisor plus:Strategic growth analysis
Fractional CFO
Cash flow strategy and execution
Creating financial strategy
Support operations through strategic financial planning
Weekly reporting Cash
Meetings as needed, but not more than monthly
Long-term planning up to 10 years
All management of your books & accounting
Curious about
cost? We get it.
Transparent pricing is our promise.
Learn how we quote.
P.s. You’ll never have to meet
us in a white-walled office
No suits and ties. No bad coffee. We’re in this gig because we love the craft and the
folk behind it. Our kinda people are the laid back kind and we match that energy.
Imagine bringing in a business advisor who is also a CFO.
What could that do for your business?
Let’s find out.