Brewery PPP, ERC and RRF Planning Tips with Josh Lance, CPA

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