Services<\/h1><\/div>Accounting, bookkeeping and CFO Services for the Beverages Industry<\/p>\n<\/div><\/div><\/div>
<\/div><\/div><\/div><\/div>![](\"https:\/\/glassandledger.com\/wp-content\/uploads\/2026\/09\/beverages-cfo-services.png\" "\\"beverages-cfo-services\\"")
<\/span><\/div><\/div><\/div>Future Focus<\/p>\n<\/div>
Fractional CFO & Strategic Advisory<\/h1><\/div>For investor-backed facilities, expanding producers, and owners planning long-term growth or exit.<\/p>\n
\n- Strategic Financial Modeling & Projections: <\/b>Long-range 3- to 5-year financial models tailored to harvest cycles, barrel aging timelines, and capacity expansion.<\/li>\n
- Capital Structuring & Investor Readiness: <\/b>Pitch deck financial preparation, debt vs. equity analysis, and bank covenant management for equipment or land acquisition.<\/li>\n
- Board & Investor Reporting:<\/b> Executive-level visual dashboards, board deck preparation, and variance analysis translating complex production metrics into clear financial stories.<\/li>\n
- Cash Flow & Capital Planning:<\/b> Strategic cash flow forecasting to navigate seasonal production lulls, high-cost harvest periods, and bulk inventory holding times.<\/li>\n<\/ul>\n<\/div><\/div><\/div><\/div><\/div>
A steady hand<\/p>\n<\/div>
Controllership & Financial Oversight<\/h1><\/div>For growing operations that need strict internal controls, standardized reporting, and proactive cash management.<\/p>\n
\n- Month-End Close Management:<\/b> Standardized, timely monthly closures ensuring accurate figures for management and lenders.<\/li>\n
- Budgeting & Variance Analysis:<\/b> Departmental budget development (production, tasting room, distribution) and monthly actual-vs-budget performance tracking.<\/li>\n
- Internal Controls & Compliance:<\/b> Safeguarding cash, managing risk, and overseeing excise tax compliance, provincial reporting, and regulatory filings.<\/li>\n
- Margin & Channel Analysis: <\/b>Breaking down profitability across tasting room DTC sales, wine\/beer clubs, agency distribution, and wholesale channels.<\/li>\n<\/ul>\n<\/div><\/div><\/div>
![](\"https:\/\/glassandledger.com\/wp-content\/uploads\/2026\/09\/controllership.png\" "\\"controllership\\"")
<\/span><\/div><\/div><\/div><\/div><\/div>![](\"https:\/\/glassandledger.com\/wp-content\/uploads\/2026\/09\/Bookkeeping-icon.png\" "\\"Bookkeeping-icon\\"")
<\/span><\/div><\/div><\/div>Clean records<\/p>\n<\/div>
Specialized Bookkeeping & True COGS<\/h1><\/div>For facilities needing bulletproof transactional data and exact cost-of-goods-sold accounting.<\/p>\n
\n- True COGS & Inventory Valuation: <\/b>Accurate tracking of raw materials (hops, malt, grapes, juice), packaging, direct labor, aging, and overhead allocated down to the individual SKU or batch.<\/li>\n
- Real-Time Transaction Management: <\/b>Day-to-day categorization of accounts payable, accounts receivable, and merchant processor reconciliations (Square, Commerce7, Arryved).<\/li>\n
- Production Data Sync: <\/b>Reconciling physical cellar inventory counts with digital ledger records to eliminate end-of-year tax write-off surprises.<\/li>\n
- Clean-Up & Restatement: <\/b>Rebuilding messy historical books, fixing prior-year misallocations, and preparing clean financials for CPA year-end filing.<\/li>\n<\/ul>\n<\/div><\/div><\/div><\/div><\/div>
The foundations<\/p>\n<\/div>
Accounting Systems Setup and integration<\/h1><\/div>For producers buried in manual spreadsheets who need seamless integration between production floor and accounting tech.<\/p>\n
\n- Tech Stack Design & Selection:<\/b> Mapping your operational workflows and selecting the right cloud tools (QuickBooks Online + Ekos, Vintrace, or Barrel2Pack).<\/li>\n
- Software Implementation & native Integration:<\/b> Setting up end-to-end data flows between your POS, production software, inventory, and main ledger to eliminate double-entry.<\/li>\n
- Team Training & Change Management: <\/b>Hands-on training for head winemakers, head brewers, and tasting room managers to ensure seamless adoption.<\/li>\n
- Process Optimization: <\/b>Streamlining point-of-sale data ingestion, payroll integration, and automated bill payment workflows.<\/li>\n<\/ul>\n<\/div><\/div><\/div>
![](\"https:\/\/glassandledger.com\/wp-content\/uploads\/2026\/09\/systems-implementation-icon.png\" "\\"systems-implementation-icon\\"")
<\/span><\/div><\/div><\/div><\/div><\/div>From seed to glass<\/p>\n<\/div>
How we Work Together<\/h1><\/div><\/div><\/div><\/i><\/span><\/div><\/i><\/span><\/div><\/i><\/span><\/div><\/div>1. Assessment<\/div>Check your current state.<\/div><\/div>2. Implementation<\/div>Setup, integrate or adjust systems and processes to support your needs.<\/div><\/div>3. Monthly Services<\/div>CFO, Controllership, Accounting and Bookkeeping services. <\/div><\/div><\/div><\/div><\/div><\/div><\/div>We’re ready to rock. We’ll move quickly and get things done. At the same time we will follow a measured process, proven over hundreds of clients, to ensure long-term success.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
why not Start with an<\/p>\n<\/div>
Accounting Assessment<\/h1><\/div><\/div><\/div><\/div><\/div>How clean are the books? What are we missing? How are we at risk? Are we ready for investor\/banker\/board meetings? Our accounting assessment service has answered these questions and more for 100’s of businesses.<\/p>\n
Within a week, we will review your books and prepare a report covering:<\/p>\n
\n- Systems and technology advice<\/li>\n
- Bookkeeping deficiencies<\/li>\n
- Tax and regulatory issues<\/li>\n
- Process and internal controls advice<\/li>\n
- Financial management opportunities<\/li>\n
- Investor readiness<\/li>\n<\/ul>\n<\/div>For a limited time, 50% off, only:<\/div>
Accounting, bookkeeping and CFO Services for the Beverages Industry<\/p>\n<\/div><\/div><\/div>
<\/span><\/div><\/div><\/div>Future Focus<\/p>\n<\/div>
Fractional CFO & Strategic Advisory<\/h1><\/div>For investor-backed facilities, expanding producers, and owners planning long-term growth or exit.<\/p>\n
\n- Strategic Financial Modeling & Projections: <\/b>Long-range 3- to 5-year financial models tailored to harvest cycles, barrel aging timelines, and capacity expansion.<\/li>\n
- Capital Structuring & Investor Readiness: <\/b>Pitch deck financial preparation, debt vs. equity analysis, and bank covenant management for equipment or land acquisition.<\/li>\n
- Board & Investor Reporting:<\/b> Executive-level visual dashboards, board deck preparation, and variance analysis translating complex production metrics into clear financial stories.<\/li>\n
- Cash Flow & Capital Planning:<\/b> Strategic cash flow forecasting to navigate seasonal production lulls, high-cost harvest periods, and bulk inventory holding times.<\/li>\n<\/ul>\n<\/div><\/div><\/div><\/div><\/div>
A steady hand<\/p>\n<\/div>
Controllership & Financial Oversight<\/h1><\/div>For growing operations that need strict internal controls, standardized reporting, and proactive cash management.<\/p>\n
\n- Month-End Close Management:<\/b> Standardized, timely monthly closures ensuring accurate figures for management and lenders.<\/li>\n
- Budgeting & Variance Analysis:<\/b> Departmental budget development (production, tasting room, distribution) and monthly actual-vs-budget performance tracking.<\/li>\n
- Internal Controls & Compliance:<\/b> Safeguarding cash, managing risk, and overseeing excise tax compliance, provincial reporting, and regulatory filings.<\/li>\n
- Margin & Channel Analysis: <\/b>Breaking down profitability across tasting room DTC sales, wine\/beer clubs, agency distribution, and wholesale channels.<\/li>\n<\/ul>\n<\/div><\/div><\/div><\/span><\/div><\/div><\/div><\/div><\/div><\/span><\/div><\/div><\/div>
Clean records<\/p>\n<\/div>
Specialized Bookkeeping & True COGS<\/h1><\/div>For facilities needing bulletproof transactional data and exact cost-of-goods-sold accounting.<\/p>\n
\n- True COGS & Inventory Valuation: <\/b>Accurate tracking of raw materials (hops, malt, grapes, juice), packaging, direct labor, aging, and overhead allocated down to the individual SKU or batch.<\/li>\n
- Real-Time Transaction Management: <\/b>Day-to-day categorization of accounts payable, accounts receivable, and merchant processor reconciliations (Square, Commerce7, Arryved).<\/li>\n
- Production Data Sync: <\/b>Reconciling physical cellar inventory counts with digital ledger records to eliminate end-of-year tax write-off surprises.<\/li>\n
- Clean-Up & Restatement: <\/b>Rebuilding messy historical books, fixing prior-year misallocations, and preparing clean financials for CPA year-end filing.<\/li>\n<\/ul>\n<\/div><\/div><\/div><\/div><\/div>
The foundations<\/p>\n<\/div>
Accounting Systems Setup and integration<\/h1><\/div>For producers buried in manual spreadsheets who need seamless integration between production floor and accounting tech.<\/p>\n
\n- Tech Stack Design & Selection:<\/b> Mapping your operational workflows and selecting the right cloud tools (QuickBooks Online + Ekos, Vintrace, or Barrel2Pack).<\/li>\n
- Software Implementation & native Integration:<\/b> Setting up end-to-end data flows between your POS, production software, inventory, and main ledger to eliminate double-entry.<\/li>\n
- Team Training & Change Management: <\/b>Hands-on training for head winemakers, head brewers, and tasting room managers to ensure seamless adoption.<\/li>\n
- Process Optimization: <\/b>Streamlining point-of-sale data ingestion, payroll integration, and automated bill payment workflows.<\/li>\n<\/ul>\n<\/div><\/div><\/div><\/span><\/div><\/div><\/div><\/div><\/div>
From seed to glass<\/p>\n<\/div>
How we Work Together<\/h1><\/div><\/div><\/div><\/i><\/span><\/div><\/i><\/span><\/div><\/i><\/span><\/div><\/div>1. Assessment<\/div>Check your current state.<\/div><\/div>2. Implementation<\/div>Setup, integrate or adjust systems and processes to support your needs.<\/div><\/div>3. Monthly Services<\/div>CFO, Controllership, Accounting and Bookkeeping services. <\/div><\/div><\/div><\/div><\/div><\/div><\/div>We’re ready to rock. We’ll move quickly and get things done. At the same time we will follow a measured process, proven over hundreds of clients, to ensure long-term success.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
why not Start with an<\/p>\n<\/div>
Accounting Assessment<\/h1><\/div><\/div><\/div><\/div><\/div>How clean are the books? What are we missing? How are we at risk? Are we ready for investor\/banker\/board meetings? Our accounting assessment service has answered these questions and more for 100’s of businesses.<\/p>\n
Within a week, we will review your books and prepare a report covering:<\/p>\n
\n- Systems and technology advice<\/li>\n
- Bookkeeping deficiencies<\/li>\n
- Tax and regulatory issues<\/li>\n
- Process and internal controls advice<\/li>\n
- Financial management opportunities<\/li>\n
- Investor readiness<\/li>\n<\/ul>\n<\/div>For a limited time, 50% off, only:<\/div>
For investor-backed facilities, expanding producers, and owners planning long-term growth or exit.<\/p>\n
- \n
- Strategic Financial Modeling & Projections: <\/b>Long-range 3- to 5-year financial models tailored to harvest cycles, barrel aging timelines, and capacity expansion.<\/li>\n
- Capital Structuring & Investor Readiness: <\/b>Pitch deck financial preparation, debt vs. equity analysis, and bank covenant management for equipment or land acquisition.<\/li>\n
- Board & Investor Reporting:<\/b> Executive-level visual dashboards, board deck preparation, and variance analysis translating complex production metrics into clear financial stories.<\/li>\n
- Cash Flow & Capital Planning:<\/b> Strategic cash flow forecasting to navigate seasonal production lulls, high-cost harvest periods, and bulk inventory holding times.<\/li>\n<\/ul>\n<\/div><\/div><\/div><\/div><\/div>
A steady hand<\/p>\n<\/div>
Controllership & Financial Oversight<\/h1><\/div>
For growing operations that need strict internal controls, standardized reporting, and proactive cash management.<\/p>\n
- \n
- Month-End Close Management:<\/b> Standardized, timely monthly closures ensuring accurate figures for management and lenders.<\/li>\n
- Budgeting & Variance Analysis:<\/b> Departmental budget development (production, tasting room, distribution) and monthly actual-vs-budget performance tracking.<\/li>\n
- Internal Controls & Compliance:<\/b> Safeguarding cash, managing risk, and overseeing excise tax compliance, provincial reporting, and regulatory filings.<\/li>\n
- Margin & Channel Analysis: <\/b>Breaking down profitability across tasting room DTC sales, wine\/beer clubs, agency distribution, and wholesale channels.<\/li>\n<\/ul>\n<\/div><\/div><\/div>
<\/span><\/div><\/div><\/div><\/div><\/div><\/span><\/div><\/div><\/div>Clean records<\/p>\n<\/div>
Specialized Bookkeeping & True COGS<\/h1><\/div>
For facilities needing bulletproof transactional data and exact cost-of-goods-sold accounting.<\/p>\n
- \n
- True COGS & Inventory Valuation: <\/b>Accurate tracking of raw materials (hops, malt, grapes, juice), packaging, direct labor, aging, and overhead allocated down to the individual SKU or batch.<\/li>\n
- Real-Time Transaction Management: <\/b>Day-to-day categorization of accounts payable, accounts receivable, and merchant processor reconciliations (Square, Commerce7, Arryved).<\/li>\n
- Production Data Sync: <\/b>Reconciling physical cellar inventory counts with digital ledger records to eliminate end-of-year tax write-off surprises.<\/li>\n
- Clean-Up & Restatement: <\/b>Rebuilding messy historical books, fixing prior-year misallocations, and preparing clean financials for CPA year-end filing.<\/li>\n<\/ul>\n<\/div><\/div><\/div><\/div><\/div>
The foundations<\/p>\n<\/div>
Accounting Systems Setup and integration<\/h1><\/div>
For producers buried in manual spreadsheets who need seamless integration between production floor and accounting tech.<\/p>\n
- \n
- Tech Stack Design & Selection:<\/b> Mapping your operational workflows and selecting the right cloud tools (QuickBooks Online + Ekos, Vintrace, or Barrel2Pack).<\/li>\n
- Software Implementation & native Integration:<\/b> Setting up end-to-end data flows between your POS, production software, inventory, and main ledger to eliminate double-entry.<\/li>\n
- Team Training & Change Management: <\/b>Hands-on training for head winemakers, head brewers, and tasting room managers to ensure seamless adoption.<\/li>\n
- Process Optimization: <\/b>Streamlining point-of-sale data ingestion, payroll integration, and automated bill payment workflows.<\/li>\n<\/ul>\n<\/div><\/div><\/div>
<\/span><\/div><\/div><\/div><\/div><\/div>From seed to glass<\/p>\n<\/div>
How we Work Together<\/h1><\/div><\/div><\/div>
<\/i><\/span><\/div><\/i><\/span><\/div><\/i><\/span><\/div><\/div>1. Assessment<\/div>Check your current state.<\/div><\/div>2. Implementation<\/div>Setup, integrate or adjust systems and processes to support your needs.<\/div><\/div>3. Monthly Services<\/div>CFO, Controllership, Accounting and Bookkeeping services. <\/div><\/div><\/div><\/div><\/div><\/div><\/div>We’re ready to rock. We’ll move quickly and get things done. At the same time we will follow a measured process, proven over hundreds of clients, to ensure long-term success.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
why not Start with an<\/p>\n<\/div>
Accounting Assessment<\/h1><\/div><\/div><\/div>
<\/div><\/div>How clean are the books? What are we missing? How are we at risk? Are we ready for investor\/banker\/board meetings? Our accounting assessment service has answered these questions and more for 100’s of businesses.<\/p>\n
Within a week, we will review your books and prepare a report covering:<\/p>\n
- \n
- Systems and technology advice<\/li>\n
- Bookkeeping deficiencies<\/li>\n
- Tax and regulatory issues<\/li>\n
- Process and internal controls advice<\/li>\n
- Financial management opportunities<\/li>\n
- Investor readiness<\/li>\n<\/ul>\n<\/div>For a limited time, 50% off, only:<\/div>
- Software Implementation & native Integration:<\/b> Setting up end-to-end data flows between your POS, production software, inventory, and main ledger to eliminate double-entry.<\/li>\n
- Real-Time Transaction Management: <\/b>Day-to-day categorization of accounts payable, accounts receivable, and merchant processor reconciliations (Square, Commerce7, Arryved).<\/li>\n
- Budgeting & Variance Analysis:<\/b> Departmental budget development (production, tasting room, distribution) and monthly actual-vs-budget performance tracking.<\/li>\n
- Capital Structuring & Investor Readiness: <\/b>Pitch deck financial preparation, debt vs. equity analysis, and bank covenant management for equipment or land acquisition.<\/li>\n