Winery Performance Audit

A comprehensive review of your winery’s financial operations,
efficiency, and compliance – with actionable
recommendations tailored to you.

Could my winery benefit?

Short answer – yes! Every winery has hidden problems that inhibit effective business management and growth. We can help you locate and resolve them so you can get back
to doing what you do best.

If you are a winery that:

  • wants operational clarity
  • has incorrect or incomplete COGS
  • has inventory that doesn’t tie out
  • has TTB reporting inconsistencies
  • is preparing for year-end
  • has a chart of accounts inherited from past bookkeepers
  • is getting ready for tax season
  • is growing and needs more structure

Book your free consultation with us today to take the first steps towards a profitable future!

Flat Cost: $1,000

No hourly rate.

No hidden fees.

Scroll down to book your free consultation.

A Look into the Audit

What’s Included?

  • Financial ops review
  • COGS & costing analysis
  • Inventory & production workflow diagnostic
  • Compliance check
  • Labor allocation review
  • Risk & inefficiency identification
  • DTC financial data analysis and goal-setting using Community Benchmark (more below)

What Will I Receive?

  • A written audit report
  • Prioritized action plan
  • 30-minute walkthrough call
  • Optional follow-up support

Book a Free Consultation 

The first step in the process is a quick, free consult. Sign up below and we’ll contact you as soon as we can.

Book a Consultation

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