Financial Services

·    CFO/Controller Services

·    Wine Cost Modeling

·    Gross Margin Analysis

·    Vineyard Costing 

·    Vineyard Planting/Grafting Cost analysis

·    Vineyard Acquisition and Sale analysis 

·    Financial Software Upgrades & Transitions

·    Business Valuations 

·    Bulk Wine Sales Assistance

·    Equipment Procurement Assistance

·    Leasing and Financing Assistance 

·    Assisting with Banking Relationships 

·    Personal & Corporate Tax Planning and Preparation

In addition to the wine industry, I have consulted and worked with the food & beverage industry, hospitality, medical and cannabis clients building financial models, tax planning, cost accounting, business development and growth plans.  Let’s talk about how I can help you grow your business.