crafting-candor
OUR PROCESS

1-boil

MISSION, VISION, VALUES

This is a starting point for a strategic plan.  If you don’t have them established, we have the right questions to ask.  

2-condition

HOUSEKEEPING

How does the house look?  Are the processes in place to facilitate growth?  Is the data reliable to set goal? Can we use the numbers to forecast?  Housekeeping is technical number crunching to ensure the data is available for the strategic plan.

3-deliver

EXECUTION

Once the Vision is set and we can rely on the numbers, we establish a strategic plan.  This plan must be tied to a Balance Sheet or Income Statement metric. Why? Because the strategic plan must be measureable.  We want tangible results.

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
FROM THE BLOG

Small Batch Standard Services

Small Batch Standard Services   Back office process design Client Accounting Service (outsourced bookkeeping) Monthly review of records Manufacturing software…

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Wisconsin Rules!!

Wisconsin tax officials say in-state brewers won’t need approval from Washington to sell new beers within the state during the…

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Govt Shutdown and TTB

There are many opinions as to what the TTB will and will not be enforcing during the Govt Shutdown.  Here…

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Tax Credits

Most microbreweries and brewpubs should be aware of three tax saving provisions they are most likely eligible for.  The provisions…

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