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

Ready to transform financial results in your beer business? Learn more about the Beer Business Finance Association, a network of owners and managers working together to build more profitable companies.

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