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Work with a Winery CFO (Without the $400,000 Price Tag)

At Llamas Financial, we’re not here to file your taxes.
We’re here to help you plan ahead, make smart financial decisions, and grow a winery that actually works.

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What are you trying to build?

A stronger team? More predictable cash flow? A long-term plan for retirement? Whatever your goals are, we’ll help you create a real financial strategy to get there.

We help wineries plan
for the long haul

With our winery CFO services, we show you exactly how your winery is performing, where the money’s going, and what to expect in the months ahead.
Here’s what that looks like:

Forecasting and projections

Look ahead with clarity. Plan for slow seasons, harvest cycles, and everything in between.

Budgeting

Track spending, stay on plan, and adjust when things shift.
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Cash flow management

Know what’s coming in, what’s going out, and how to stay ahead.

CUSTOM KPI REPORTING

See the numbers that matter most, by SKU, channel, season, or department.

Financing & funding

Whether it’s a loan, a line of credit, or a future partner, we’ll help you prepare and present.

Strategic planning

From pricing to hiring to scaling your wine club, we’ll help you plan smart moves with your numbers in mind.

We dig into the details with you

Get the detailed financial insights your winery actually needs

We don’t just hand you a spreadsheet and send you on your way. Instead,

  • We meet regularly to go over your numbers together and help you make real decisions.
  • You’ll get a custom financial dashboard that actually reflects your winery, not some plug-and-play template.
  • We’ll walk you through your margins by SKU, wine club, and tasting room.
  • We’ll break down labor costs by department and season, track budget versus actuals, and flag issues before they turn into expensive mistakes.
  • If you’re not sure why your margins look off, we’ll dig into the data and tell you.
  • If you’re planning a new release or a club expansion, we’ll help you run the numbers to see if it’s worth it.
winery cfo
winery cfo services

Plan, dream, and map out your goals for the next five years

Whether you’re thinking about opening a second location, launching a new label, or simply trying to step out of the day-to-day, we’ll help you turn that idea into a real plan. You’ll get a roadmap built around your winery’s financials, with regular check-ins to make sure you’re staying on track. We’ll whiteboard ideas with you, test different scenarios, and show you what’s possible.

Thinking about an exit? We’ll help you build a smart transition plan

If you’re planning to sell your winery or hand it off to someone else, we’ll help you clean up the numbers and tell the full financial story. We’ll work through your financials so they’re ready for buyers or partners. That includes correcting messy reports, identifying what adds value, and showing where there’s still opportunity. You won’t be left wondering if you’re ready, you’ll know.
your winery cfo

What’s the difference between a bookkeeper and a CFO?

Bookkeepers track what already happened. CFOs help you plan what’s next: from pricing and staffing to budgeting and long-term growth.
winery cfo vs bookkeeper
If you want:
Bookkeeper
Winery CFO
Strategic & long-term planning
Bookkeeper
Winery CFO
Tax-ready books
Bookkeeper
Winery CFO
Monthly Reporting
Bookkeeper
Winery CFO
Pricing, hiring, & business strategy
Bookkeeper
Winery CFO
Help with funding & financing
Bookkeeper
Winery CFO
"What if" scenarios & projections
Bookkeeper
Winery CFO
Financial coaching & guidance
Bookkeeper
Winery CFO

What could your winery do with a strategic financial partner?

Let’s figure that out together. Tell us a few details and we’ll get back to you within 24 hours.

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We're Winery Accountants Based in Napa Valley,
For wineries everywhere.

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