In today’s podcast we hear from Josh Lance, founder of Lance CPA Group. Josh’s firm specializes in breweries, with a focus on bookkeeping services, tax planning and preparation, and small business advisory services.
Josh and I talk about a number of issues facing brewery operators these days: year end planning strategies, cash management tools, and how to make sure you’re in compliance with all the rules surrounding PPP, ERTC, RRF and other stimulus packages.
Key Topics
- Most common financial questions brewery owners are asking these days
- Key considerations when buying new brewery assets (calculate the return on investment, estimate additional costs associated with getting the asset into service)
- Brewery cash management tools: Fathom, Float and Helm
- First steps to build a brewery cash forecast
Resources
- Learn more about Lance CPAs
- Podcast: The Ultimate Brewery Software Stack
- Check out the online course How to Build a Brewery Profit Plan
