Winery Financial Services
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Fractional CFO services for boutique wineries and vineyards on the West Coast.

Financial clarity for wineries under $15M—without the full-time CFO cost.

We help founder-led wineries improve cash flow, understand true margins, and build investor/exit-ready financials— while keeping the boutique feel of your brand and operations.

Book a free 20-minute consult See how we work

Typical focus areas: inventory & costing, cash forecasting, KPI dashboards, pricing/mix, distributor & DTC economics, and owner decision support.

Services built for boutique wineries

Practical CFO leadership that respects the craft—delivered with clear priorities and measurable progress.

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Cash Flow & Forecasting

Seasonal cash planning, burn-rate visibility, scenario modeling for harvest, bottling, inventory builds, and distributor timing.

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Margins, Pricing & Mix

Understand true contribution margin by SKU and channel. Improve pricing, discount strategy, and allocation decisions.

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Inventory & Costing

COGS and inventory discipline that works in the real world: bulk wine, case goods, compliance costs, packaging, and freight.

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KPI Dashboard & Monthly Close

Clean monthly close, a dashboard you can read in 10 minutes, and a monthly owner review with decisions and next steps.

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Strategic Planning

Budgeting, capex planning, headcount planning, and initiatives that align operations with growth goals.

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Investor / Exit Readiness

Story-driven reporting, cleanup, and diligence preparation—so your financials support valuation, not undermine it.

Common issues I see (and fix)

  • Inventory and COGS don’t reconcile with reality
  • Margins look “fine” but cash is always tight
  • Wholesale terms and depletion timing aren’t modeled
  • Owner decisions are made without a forward view
  • Financials are accurate—but not usable

How we work

  • Start with a focused diagnostic (what matters most)
  • Build a simple forecast and KPI scoreboard
  • Implement 2–3 high-leverage improvements per quarter
  • Keep it lightweight: meetings, deliverables, decisions

You’ll always know what we’re doing, why it matters, and what success looks like.

Simple packages, boutique service

Choose the level of support that matches your needs today. Upgrade as your winery grows.

Typical clients: $2M–$15M annual sales
CORE CFO
$3,000 / month

For owners who want consistent, clean financials and guidance.

  • Monthly close review + owner meeting
  • Basic KPI dashboard
  • Cash check-in + 60–90 day outlook
  • Priority issues list (1–2 focus items/month)
Discuss Core
Best for: stabilizing operations and gaining visibility.
Most popular
GROWTH CFO
$6,000 / month

For wineries making active decisions on growth, pricing, and channel strategy.

  • Full KPI dashboard + trend analysis
  • Rolling 12-month cash forecast
  • Margin view by channel + SKU mix
  • Budget + quarterly planning cadence
  • Systems/process improvements (close, reporting)
Discuss Growth
Best for: improving margins and planning confidently.
CAPITAL / EXIT CFO
$8,500 + / month

For investor conversations, acquisition readiness, or financing.

  • Investor/board reporting pack
  • Diligence prep + cleanup roadmap
  • Valuation story support (unit economics, KPIs)
  • Banking packages + lender conversations
  • Strategic options modeling
Discuss Capital
Best for: fundraising, lending, or exit readiness.

*Pricing varies based on complexity, systems, and cadence. Most clients start with a 90-day engagement.

Outcomes you can expect

Not busywork. Clear improvements that show up in cash, margins, and decision confidence.

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Stronger cash control

Visibility into seasonal swings, distributor timing, and inventory builds—so you can plan, not react.

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Better margin decisions

Channel and SKU mix clarity that helps you price intelligently and stop margin leakage.

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Cleaner financial story

Financials that support your narrative to lenders, investors, or buyers—with fewer surprises.

Wineries we're a fit for

  • $2M–$15M in annual sales
  • Founder-led, family-owned, or small executive team
  • DTC and/or wholesale with complexity in mix and timing
  • Need a CFO—without the full-time overhead

Wineries we're not a fit for

  • You only need bookkeeping or tax prep
  • You want a “report” but not decision support
  • You’re looking for a one-time spreadsheet with no cadence

If that’s you, we can still refer you to the right resource.

About

A CPA (retired) with 20+ years as a CFO and a seasoned winery CFO with 20 years of HR experience bringing calm, clarity, and practical strategy to boutique wineries.

John Nash Maribel
John Nash and Maribel Vasquez — Fractional CFOs for West Coast boutique wineries and vineyards.

Our approach

Boutique wineries don’t need corporate bureaucracy—they need a clear financial operating system: clean numbers, forward visibility, and a cadence for good decisions.

What clients value

  • Fast clarity on what’s driving cash and margins
  • Decision-ready reporting (not accounting jargon)
  • Operational empathy: finance that fits the craft
  • Discretion and trust with owners and teams
Local focus: Remote-friendly with on-site options.

Contact

Request a free 20-minute consult. We’ll discuss your goals and identify the highest-leverage next steps.

Response within 1 business day
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