This scope includes a Detailed Financial Audit and Executive KPI Dashboard Creation taking your FP&A journey to the next level. Building on our Initial Audit with a comprehensive, remote review of 12+ months of Financial, Sales, and Operational data for breweries, brewpubs, cideries, and beverage manufacturers. Starting at $2,495 (with $995 per additional location), this 2-4 week service key insights, financial modeling, trends, and executive-level Key Performance Indicators for visibility into your Business. Empowering you to identify inefficiencies, optimize margins, and spot growth opportunities with precision.

What’s Included? We analyze a full year of your business to provide:

• Financial Deep Dive: Monthly reviews of Income Statements, Cash Flow, and Balance Sheets for margin trends, COGS assessments, and department-level health (beer/food/distribution).

• Sales Analysis: Detailed product pricing analysis, top/bottom performers, revenue per barrel, and volume trends.

• Operational Review: Production data review on volumes, inventory, labor, and batch efficiency/yield.

• Deliverables: Aggregated reports with trend analysis, custom executive KPI dashboard (yours to keep), and tailored playbook prioritizing ROI-focused improvements.

Client Benefits: Gain executive-level tools to track trends and cut inefficiencies without in-house staff. Remote, fast, and actionable for sustained growth.

Average Client Outcomes: Clients have achieved on average 5-7% profitability boosts ($250K-500K+ on $5M+ revenue). Disclaimer: Average client outcomes not guaranteed. Potential for improvement will vary by business status and ability to execute operationally on consultant recommendations.

Data Required: 12+ months of financials (Excel/QuickBooks), sales (POS exports), and production logs (ERP/Excel). Prep guide provided, partial data okay, gaps flagged.

Ready to forecast smarter? Contact us to build your custom dashboard today!

Pricing varies with size of business, production volumes, and number of locations in review.

Note: Pricing may increase with sales/production volume, business size, and location count. Outcomes vary by execution of consultant recommendations; ongoing support and scope bundles are available to maximize results.