Our Perspective
Insights and resources to help you navigate the complexities of your business.
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What Do Investors Look for in CPG Brands?
Learn what investors seek when evaluating CPG brands, from projected financial performance and product-market fit to scalability and team strength.
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.
Estate Winery vs. Virtual Winery: A Cost Comparison for Winery Owners
Compare the costs of running an estate winery versus a virtual winery brand. Learn the differences in overhead, production, and more for winery owners.
Farming a Vineyard vs. Outsourcing to a Vineyard Management Company: A Cost Comparison
Compare the costs of farming your own vineyard versus outsourcing to a vineyard management company and discover the key differences for winery owners.
How to Calculate Breakeven for a CPG Company
Learn how to calculate the breakeven point for your CPG brand. Discover key formulas and examples to determine when your business becomes profitable.
How to Extend Your Cash Runway as an Emerging CPG Brand
Learn practical strategies for extending your cash runway while fueling growth as an emerging CPG brand. Discover tips to optimize spending and raise capital.
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.
Working Capital for Production: What Are Your Options?
Discover options for securing working capital to support production in your winery or emerging CPG brand and explore financing solutions tailored to your needs.
Budget vs. Forecast: Understanding the Differences and Knowing When You Need Both
Learn more about the differences between a budget and a forecast, and discover when your winery or CPG brand needs each to stay on track financially.
Why Budget to Actual Variance Analysis Is Crucial for Financial Health in Wineries and CPG Brands
Learn about why budget to actual variance analysis is key to maintaining financial health and optimizing operations for wineries and emerging CPG brands.
The 5 Most Important QuickBooks Online (QBO) Reports for CPG Finance
Wondering which QuickBooks Online reports to pull? Learn about the top 5 QBO reports that are essential for financial management in emerging CPG brands.
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.
How to Use ChatGPT for Marketing Your CPG Brand
Learn how to use ChatGPT for marketing your CPG brand. Discover how to boost customer engagement, create compelling content, and drive sales using AI.
How to Use ChatGPT for Family and Fitness Management
Learn more about how to use ChatGPT for family and fitness management, such as creating workout plans, managing schedules, and promoting a healthier lifestyle.
The HR Handbook for Emerging CPG Brands
Discover essential HR strategies and learn how to manage your team, comply with regulations, and create a positive workplace culture with our HR handbook.
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.