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:
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- 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
Flat Cost: $1,000
No hourly billing.
No hidden fees.
What’s Included:
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- Financial ops review
- COGS & costing analysis
- Inventory & production workflow diagnostic
- Compliance check
- Labor allocation review
- Risk & inefficiency identification
What You Receive:
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- A written audit report
- Prioritized action plan
- 30-minute walkthrough call
- Optional follow-up support
Community Benchmark
As a part of our operations audit, we rely on the use of software provided by our partners, Community Benchmark, a software company dedicated to operational and comparative benchmarking reporting solutions for wineries & associations.
How we turn your data into actionable insight:
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- Benchmark performance against regionally comparable wineries
- Identify profit and cost optimization opportunities
- Use data-driven insight to set measurable operational and financial goals
- Monitor performance and refine strategy over time
Ready to take the next step toward achieving your winery’s goals? Book a consultation below to get started.
To learn more about our partners at Community Benchmark and the software they offer to help wineries on the West Coast, visit communitybenchmark.com
Book an Audit Consultation
The first step in the process is a quick, free consultation. Fill in your information in the consultation form and we’ll contact you as soon as we can..