Best Metrics

Best Metrics for Wineries

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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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    Best MetricsBy Glenn Dunlap
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