Winery Inventory Checklist

How confident are you in your winery's inventory numbers?

Inventory can represent one of a winery's largest investments and one of its biggest uses of cash. But determining whether inventory is properly tracked, accurately costed, and financially productive isn't always easy.

The Winery Inventory Checklist is a free, practical resource designed to help winery owners identify areas that may deserve a closer look.

Use the checklist to review:

• Bulk and bottled wine inventory
• Inventory costing and COGS
• Bulk-to-bottle economics
• Wine-by-wine profitability
• DTC and wine club economics
• Inventory aging and slow-moving wine
• Cash tied up in inventory
• Management reporting and review
• 
  

You don't need to be an accountant to use it. The checklist is designed to help you ask better questions about your winery's inventory, costs, profitability, and cash flow.

Download the checklist for free and see where your winery may have opportunities to improve its financial visibility and performance.



Matthew J. Prieb, CPA

Winery Accounting & Financial Advisory

mpriebcpa.com