Vintner CFO

10/30/2025

🍷 What wineries are talking about right now — and how they’re responding 👇

Recent conversations with winery owners across Oregon and Northern California keep circling around the same themes:
• More inventory than planned
• Costs rising faster than pricing
• Wine clubs taking more effort to retain members
• Tasting room traffic that isn’t as predictable
• Forecasting that feels harder than it used to

Not panic. Not crisis. Just today’s reality in a shifting wine market.

What’s interesting is how wineries are responding:
• Smaller, more intentional production runs
• Pricing that reflects rising costs, supported by better experiences
• Club perks and communication focused on retention
• Smarter staffing and comp policies in the tasting room
• Simple rolling forecasts to reduce surprises

The industry is evolving, and so are the strategies.
Clear data, thoughtful planning, and margin awareness are becoming just as important as great wine.

What are you planning differently as you look ahead to 2026?

07/12/2025

06/14/2025

https://savorsouthernoregon.com/
Savor Southern Oregon is bringing together over 50 wineries to showcase the best of our region — and I couldn’t be more excited to see this kind of collaboration happening in our local wine community. 🍇

As wineries pour their hearts into hospitality, wine club growth, and event ex*****on, the financial side can easily take a back seat. That’s where I come in.

At Vintner CFO, I help wineries:
✅ Make sense of their cash flow
✅ Measure event ROI (yes, even for big weekends like this!)
✅ Identify pricing and margin opportunities
✅ Prepare for seasonal slowdowns
✅ Stay financially resilient — even when things get busy

If you’re pouring at Savor Southern Oregon (or just wishing you were), let’s chat. Your wine is your craft. Let the numbers be mine. 🍷

06/11/2025

Summer is a busy, high-energy season in the wine industry.

Tasting rooms are buzzing, patios are packed, and the events calendar is often full—club parties, concerts, dinners, festivals, and more.

But behind the scenes, many winery owners quietly wonder:

Are these events truly paying off? Or are we just burning through budget and bottles?

If that question has crossed your mind, you’re not alone—and the answer doesn’t have to be guesswork.

Here’s a practical framework to help evaluate the real return on investment (ROI) of your summer hospitality efforts.

Tasting rooms are buzzing, patios are packed, and the events calendar is often full—club parties, concerts, dinners, festivals, and more. But behind the scenes, many winery owners quietly wonder: Are these events truly paying off? Or are we just burning through budget and bottles? If that question...

06/11/2025

“Inventory, Events & The Big Picture”

If summer has you thinking…
“Do we have too much wine or not enough?”
You’re not alone.

This season brings a lot of moving parts—bottling, club shipments, events, staffing—all while preparing for the next vintage.

At Vintner CFO, we help you turn all those moving parts into a clear financial picture, so you can make decisions that support long-term growth (without spreadsheets taking over your life).

📊 Ready to step into harvest season with confidence?
Let’s get a plan in place. Message us to learn how.

03/23/2025

Winery owners, you pour your heart into every vintage—but is your financial strategy as refined as your wines?

Managing cash flow, navigating sales channels, and staying compliant can be overwhelming. A CFO advisor brings financial clarity and strategy, turning challenges into growth opportunities. Just as you balance acidity and tannins, we fine-tune your financials for long-term success.

Ready to move from financial uncertainty to confidence? Let’s chat. Get a free, no obligation assessment of your business by booking a discovery call today: www.vintnercfo.com

01/08/2025

Understanding your wine costs can be a game changer for your winery. Expert financial strategies can help uncover opportunities that maximize your returns and enhance your bottom line.

01/01/2025

Discover the keys to unlocking your winery's financial success in 2025! With expert guidance, navigate the complexities of financial management and watch your business thrive.

You’ll finally understand the financial health of your wine business - and, more importantly, what to do about it.

11/16/2024

I started my business as a fractional CFO in the wine industry because I saw a need for specialized financial guidance tailored to winery owners. Having worked closely with wineries for years, I understood the unique challenges they face—long production cycles, seasonal cash flow, and significant capital investments.

Many winery owners are deeply passionate about their craft but don’t always have the time or resources to focus on the financial side of the business. I wanted to bridge that gap, offering expert financial support and strategic insights without the cost of a full-time CFO or Controller.

For me, it’s about helping winery owners turn their passion into sustainable success while navigating the complexities of the industry with confidence.

Your winery deserves more than just good numbers—it deserves a financial partner who understands your passion and shares your vision for success. Let’s work together to build a strong financial foundation so you can focus on creating exceptional wines. Reach out today, and let’s turn your dreams into a thriving reality!

Www.vintnercfo.com

11/08/2024

Good morning! I’m a fractional CFO with a focus on the wine industry, and I recently moved to the Applegate area. I currently have space in my client portfolio and am looking to partner with a new winery owner who could benefit from financial insights and strategy.

My role is to help winery owners gain a clear understanding of what is working—and what isn’t—in their business. More importantly, I provide actionable insights to help drive informed decisions.

The wine industry’s cash demands are unique, and staying ahead of cash flow is critical. I work closely with my clients to build 13-week cash flow models, offering visibility into future cash needs so they can plan with confidence and control.

Additionally, I specialize in costing each wine, enabling clients to identify their most profitable products and make strategic choices to optimize profitability.

If this approach sounds like a fit for you, I’d love to connect and explore how we can work together.

You’ll finally understand the financial health of your wine business - and, more importantly, what to do about it.