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

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