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Insights and resources to help you navigate the complexities of your business.
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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.
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.
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.
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.
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.
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 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.
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.
How to Use ChatGPT for Sales Tax Compliance
Learn how to use ChatGPT for sales tax compliance while understanding its limitations. Discover strategies to automate processes and improve tax 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.
Pros and Cons of QBO for CPG Companies
Discover the pros and cons of using QuickBooks Online for CPG companies. Learn about the benefits and drawbacks of QBO tailored specifically for CPG founders.
Tech Tools to Minimize Shipping Costs
Discover tech tools to minimize shipping costs for wineries and CPG companies. Learn about features and how to choose the right tools for your business.
Top 5 QBO Plugins for CPG Companies
Discover the top 5 QBO plugins for CPG companies. Learn about key features, benefits, and considerations to choose the best plugins for your business.