Winery Inventory and COGS Workbook

Do you know what your winery's inventory is really costing you?

Wine inventory can represent a significant amount of cash, yet many wineries struggle to connect bulk wine, bottled inventory, production costs, and accounting records into a clear picture of inventory value and cost of goods sold.

The Winery Inventory & COGS Workbook is an interactive Excel workbook designed to help winery owners organize, calculate, and review the numbers behind their inventory.

Use the workbook to:

• Track bulk wine inventory and cost per gallon
• Track bottled wine and finished goods
• Monitor dry goods and packaging inventory
• Allocate and review production costs
• Calculate inventory values
• Calculate and analyze cost of goods sold
• Reconcile inventory to your accounting records
• Identify potential discrepancies and exceptions
• Review key inventory and COGS information from a management dashboard
• Establish a consistent monthly inventory review process
• 
  

Built-in formulas and automated calculations do much of the work for you. Simply enter your winery's information into the designated input areas and use the resulting reports and dashboard to better understand what's happening with your inventory and COGS.

Who is this workbook for?

The workbook is designed for winery owners, managers, bookkeepers, and accounting personnel who want a more organized way to understand and review winery inventory and COGS without building a financial model from scratch.

Microsoft Excel required.



Matthew J. Prieb, CPA

Winery Accounting & Financial Advisory

mpriebcpa.com