SOFTWARE IMPLEMENTATION / CONSULTING / CUSTOMIZATION
OUTSOURCED ACCOUNTING SOLUTIONS
  • Full Service Outsourced Bookkeeping Services
  • Outsourced Accounts Payable and Receivable
  • Short-term and Temporary Staffing Solutions
  • Experience across various software platforms (Microsoft Dynamics, Netsuite, Peachtree, Quickbooks and more)
  • Experience in all facets of accounting departments - Accounts Payable, Accounts Receivable, Payroll, Inventory Tracking, General Ledger, Period End, Report Writing and more.
  • Full-Time / Part-Time CFOs, Controllers and Bookkeepers
PROJECT BASED CONSULTING
  • Reporting and KPI Creation and Cleanup
  • Team Management and Training
  • Payroll System Analysis and Setup
  • HR/Payroll Portal Analysis and Implementation
  • Credit Card Processing and Merchant Service Account Management
  • Sales Tax Software Analysis, Implementation and Management
  • Accounting software third party add-ons
  • Customer Relationship Management (CRM)
  • iPad credit card processing
  • Multi-system integration
SYSTEM BASED BEVERAGE OPERATIONS CONSULTING
  • 10+ years tactical and strategic experience in Wine/Beer/Spirits in Sales Operations and Planning, Supply Chain Management, and Business Development.  
  • Commercial Planning 
    • Route to Market / Distribution Strategy / DTC
    • Product Development / Pricing Models Retail and COGS based
    • P&L, Revenue, and Value Modeling
  • Business Development and Portfolio Rationalization
    • Start up options
    • Item/Category/Channel rationalization and business impact 
    • Competitive Set and benchmarking
  • Demand Planning and Inventory Optimization
  • Sales & Operations Planning Integration
  • Business Intelligence Report Building and Automation
    • Data visualization 
    • Sales reporting
    • Leadership reporting packets
  • Dashboards, PowerPivot, Macros Development
  • Customer Service process mapping, reporting, optimization
  • Systems integration / bolt ons for data insights
  • Manufacturing Supply Chain
    • Dry Goods, Supply Planning, Production Planning, Purchasing/Procurement
Featured Customers
Memberships
Industries
  • Breweries / Brew Pubs
  • Restaurants
  • Sports / Entertainment
  • Non-Profit / Government
  • Manufacturing / Distribution
  • Professional Services
  • Financial Services