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It’s easy to lose sight of a winery’s financial position and where the money is being made during the hectic day-to-day management of the business. Felando Financial Strategies can work with both operations and senior management to create monthly and annual goals and set up budget to actual reporting to see if goals are being achieved and to keep managers accountable for the performance of their departments. Forecasts can also be created to drive growth and become a tool for developing budgets. Ultimately, budgets can improve profitability by taking a longer-term approach to running the business and making business decisions that are backed by accurate financial data


Felando Financial Strategies can assist in creating models that tie vineyard production into desired case production and ultimately sales by product. By taking a long-term approach to planning you can ensure that you can source enough fruit to meet the demands of your wine club or any other sales channel. If the goal is to increase direct-to-consumer business and decrease sales in distribution, a strategic plan can see what this channel shift will do to the bottom line over time. Let us help you design a strategy that helps meet your winery’s goals.

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We can create and help your staff maintain up-to-date current financial reporting, including budget to actuals. This gives management the information it needs to make informed decisions and determine if the winery is meeting its goals. Felando Financial Strategies can assist in creating reports that are easy to understand and include metrics and Key Performance Indicators (KPIs) that help a winery measure progress towards critical goals. To ensure that all stakeholders are getting the financial information that is important to them, we can also assist in creating board presentations, and investor and banking financial reporting.





Felando Financial Strategies can help you identify the key drivers of cash flow to allow your winery to grow and make sure you have enough cash to support operations. Understanding your cash flow will enable management to make intelligent decisions about how much cash is available for capex projects and working capital.


To assess profitability at the company level, and profitability and gross margin at the product level, it’s imperative that inventory costs are gathered, classified and recorded accurately. Recording costs accurately requires an understanding of the growing and manufacturing process as well as how indirect costs affect inventory. Once it’s determined what costs need to be captured, then it can be determined the best way to capture the costs and then lastly how those costs are allocated to inventory. Felando Financial Strategies can help you create Standard Operating Procedures (SOPs) to gather the necessary inputs and create a costing system that will allow you to see profitability for each product in any channel where it’s sold. Understanding the gross margin of each product can help management make more informed decisions about volume growth by product.


  • Audit Preparation

  • Month End Closes

  • Interim CFO Services

  • Develop Standard Operating Procedures (SOP's)

  • Staff Hiring & Training

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