FINANCIAL STRATEGY
FOR CRAFT
WHAT WE DO
TOP LEVEL SERVICES
STRATEGY

Every brewery on the cusp of greatness must develop a strategy to excel to the next level. We have a dedicated process to uncover the vision of Leadership. Once this is shared with the team we build quantitative goals to work toward the vision. Typical strategy session is a 2-day closed leadership gathering with little interruption.

EXECUTIVE
COACHING

A good coach will ask tough questions and guide you away from emotional decision making. This service is designed for owners who want to elevate their business acumen. We will approach difficult topics and unlock a new potential for the brewery. Coaching session will be one-on-one with Chris and a owner. The sessions are usually 4-8 hours.

STANDARD SERVICES
TAX
STRATEGY

Tax strategy is a form of wealth building. Our tax team is experienced in filing returns in all 50 states. We understand brewing so well, we can use that knowledge to maximize the deductions and credits applicable to the industry.

OUTSOURCED
CONTROLLERSHIP

Depending on your in-house resources this service has two options. One, we can review and cleanup, and close the accounting records prepared by a in-house bookkeeper. Two, we can replace your in-house bookkeeper and handle all the tasks with an outsourced model. Either option is intended to get you actionable data delivered by industry experts.

OPERATION
DESIGN

This service examines your current processes. A process any steps to complete a task in the brewery. We specialize in back office-processes. We can share best practices for streamline operations.

YOUR TEAM
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Chris Farmand
CPA, MBA
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Julie Malinski
TAX SPECIALIST
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Bridget Bell
BREWERY BOOKKEEPER
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Marina Kugley
BREWERY BOOKKEEPER
& PAYROLL SPECIALIST
BLOG

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