craft brewery financial training

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