
Our Perspective
Insights and resources to help you navigate the complexities of your business.
Categories

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.

How AI in Manufacturing Will Change the Way We Make Physical Products
Explore how AI in manufacturing can be a revolution for emerging CPG brands and wineries and discover practical applications to help enhance your business.

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.

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.

Choosing the Right Winery Management Software: InnoVint vs. vintrace
Discover the best winery management software for your company. Compare InnoVint and vintrace to find the ideal solution for streamlining your winery operations.

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.

The Impact of Technology on the Wine Industry
Explore how technology is transforming the wine industry. Learn about the latest innovations and their impact on production, distribution, and sales.