CFO in a Box: 1-on-1 Financial Plan Workshop

Need 1-on-1 help to build your beer wholesaler financial plan?

With this service, you and I will work 1-on-1 to build the financial budget for your beer business.

Here’s how it works:

  • 1-hour calls, once a week for 4-weeks to walk through budget preparation
  • The call can be done via Zoom so we can screen share, and will cover any questions you have on the budget process
  • After each call, I create customized videos to help you with budget prep this year (and will serve as a reference that you can use in years to come)
  • At the conclusion of the 4-weeks, you will have a completed financial budget, ready to use in your beer business

Frequently Asked Questions:

Q: Can I invite other members of my management team to the zoom meetings?

A: Yes. Typically, the meetings will include two or three other key managers. But you are free to invite as many of your team as you like.

Q: Do you provide templates or models to help us build out the budget?

A: Yes, we will go over the models for the sales, gross profit, and operating expenses.

Q: How much time will this take for us to complete the budget?

A: We’ll meet once a week, for an hour each time, for four weeks. So, plan on four hours of meeting time. At the end of each meeting, there will be ‘homework’ for each of us to do in advance of our next meeting. This may involve following up on open questions or gathering more data needed for the financial plan. Time will vary, but plan on at least a couple of hours each week outside of our meeting times.

Q: What if I have other questions about this 1-on-1 service?

A: Email me, Kary@BeerBusinessFinance.com.

Don’t leave your financial planning to chance, sign up below to build your financial plan today.