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Best Metrics for Wineries
Manage episode 444172632 series 3569122
Earmark Media LLC and Glenn Dunlap에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Earmark Media LLC and Glenn Dunlap 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Dive into the world of winery finances with Geni Whitehouse, a CPA with deep roots in Napa Valley's wine industry. Geni uncorks the complexities of managing a winery's books, from tracking multi-year production cycles to balancing farming costs against market fluctuations. She emphasizes the importance of understanding each winery's unique goals and shares insights on key metrics that can make or break a vintage. This episode offers a rich blend of financial wisdom and industry-specific knowledge, perfect for anyone looking to understand the business side of wine production.
- (00:00) - Best Metrics for Wineries
- (00:39) - Meet Geni Whitehouse
- (01:43) - Geni's Journey: From Tax to Technology
- (03:59) - The Wine Industry: A Unique Environment
- (06:16) - Advisory in Accounting: Beyond Compliance
- (08:11) - Understanding Winery Financials
- (09:07) - The Scope Grid: A Holistic Approach
- (17:49) - Challenges in Winery Accounting
- (29:16) - Challenges in the Wine Industry
- (31:52) - Public vs. Private Wineries
- (36:12) - Financial Metrics and Strategies
- (44:04) - Balancing Inventory and Sales
- (45:32) - Is the Wine Business Worth It?
- (52:51) - Conclusion and Contact Information
Learn more about Peerview Data
https://www.peerviewdata.com
Connect with Geni Whitehouse
https://www.linkedin.com/in/evenanerd
https://geniwhitehouse.com
Connect with Glenn Dunlap
https://linkedin.com/in/glenn-dunlap
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10 에피소드
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