Running a winery is complex. Your financials shouldn’t be.

Winery Financial Services provides fractional CFO support designed specifically for boutique wineries. We help owners gain clarity on cash flow, understand true margins by channel and SKU, and make confident decisions backed by clean, reliable financial data.

Whether you're managing seasonal swings, preparing for growth, or planning for an eventual exit, we bring structure, insight, and discipline to your financial operations.

What We Help With:

Cash flow forecasting and management

Margin analysis by product and channel

KPI dashboards and performance tracking

Budgeting and quarterly planning

Inventory and cost structure clarity

Investor, lender, and exit preparation


Who We Work With:

$2M–$15M wineries

Family-owned and estate producers

DTC and wholesale businesses

Owners preparing for growth, financing, or transition

Our flexible fractional model gives you experienced CFO leadership without the overhead of a full-time hire.

Start with clarity.
Schedule a confidential winery financial review and walk away with actionable insights into your business.