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!

Detailed Financial Audit and Executive KPI Dashboard Creation Pricing:

Starts at $2,495 For Single Location Breweries up to 10,000 bbl per year production

• 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.