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CFO Forward Distinctive is its emphasis in implementing systems to perform various business functions to improve

13/02/2026

Wineries, distilleries & breweries — this one’s for you 🍷🥃🍺

OBBBA just delivered lower federal excise tax rates, and most brands still don’t realize how much money they’re leaving on the table.

If you produce alcohol in the U.S., this = real cash back in your business.

Don’t sleep on this 👀

𝗜𝗻𝘃𝗲𝗻𝘁𝗼𝗿𝘆 𝗱𝗶𝘀𝗰𝗶𝗽𝗹𝗶𝗻𝗲 = 𝗰𝗮𝘀𝗵 𝗳𝗹𝗼𝘄 𝗱𝗶𝘀𝗰𝗶𝗽𝗹𝗶𝗻𝗲Audit finished goods, raw materials, and packaging so your counts match your ...
12/02/2026

𝗜𝗻𝘃𝗲𝗻𝘁𝗼𝗿𝘆 𝗱𝗶𝘀𝗰𝗶𝗽𝗹𝗶𝗻𝗲 = 𝗰𝗮𝘀𝗵 𝗳𝗹𝗼𝘄 𝗱𝗶𝘀𝗰𝗶𝗽𝗹𝗶𝗻𝗲

Audit finished goods, raw materials, and packaging so your counts match your books. Identify slow-moving SKUs and plan intentional promos or bundles to move them. Keeping inventory tight in February protects cash before spring demand ramps up.

𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 = 𝗺𝗮𝗿𝗴𝗶𝗻 𝗰𝗵𝗲𝗰𝗸 𝗮𝗳𝘁𝗲𝗿 𝘁𝗵𝗲 𝗵𝗼𝗹𝗶𝗱𝗮𝘆 𝘀𝗲𝗮𝘀𝗼𝗻Close January with clean numbers and separate tasting room/DTC sales fro...
06/02/2026

𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 = 𝗺𝗮𝗿𝗴𝗶𝗻 𝗰𝗵𝗲𝗰𝗸 𝗮𝗳𝘁𝗲𝗿 𝘁𝗵𝗲 𝗵𝗼𝗹𝗶𝗱𝗮𝘆 𝘀𝗲𝗮𝘀𝗼𝗻

Close January with clean numbers and separate tasting room/DTC sales from distribution sales. Review what actually sold, what sat, and what it cost to produce and package. February is the perfect time to reset pricing and production decisions with real data.

29/01/2026

If taxes had you overwhelmed this year, don’t repeat it next year.

Here are 5 reasons hiring a CPA can save you time, stress, and money.

Presented by Lisa.

29/01/2026

See how strategic tax planning helped our client save over $400,000! Lisa breaks down the key tips and strategies you can use to reduce your own tax burden and secure your financial future. Don’t miss these actionable insights!

𝟮𝟬𝟮𝟲 𝗽𝗿𝗶𝗰𝗶𝗻𝗴 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆: 𝗽𝗿𝗼𝘁𝗲𝗰𝘁 𝗺𝗮𝗿𝗴𝗶𝗻 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝗹𝗼𝘀𝗶𝗻𝗴 𝗹𝗼𝘆𝗮𝗹𝘁𝘆 💰🍾• Review your “true” margin: product cost + packaging + l...
27/01/2026

𝟮𝟬𝟮𝟲 𝗽𝗿𝗶𝗰𝗶𝗻𝗴 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆: 𝗽𝗿𝗼𝘁𝗲𝗰𝘁 𝗺𝗮𝗿𝗴𝗶𝗻 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝗹𝗼𝘀𝗶𝗻𝗴 𝗹𝗼𝘆𝗮𝗹𝘁𝘆 💰🍾

• Review your “true” margin: product cost + packaging + labor + overhead.
• Price seasonal releases with intent (limited runs should earn premium margin).
• Update your wholesale pricing if costs increased and margins compressed.

Raising prices blindly can hurt volume—but staying underpriced quietly kills profit. January is the best time to align pricing with costs and brand positioning.

25/01/2026

💻 Working from home doesn’t just mean comfort — it could mean tax savings too.
If you use part of your home exclusively for business, the Home Office Deduction might help lower your tax bill.

This reel covers the basics — full explanation in the longer video 👀

https://lnkd.in/eeW9PAKC

𝗜𝗻𝘃𝗲𝗻𝘁𝗼𝗿𝘆 𝗱𝗶𝘀𝗰𝗶𝗽𝗹𝗶𝗻𝗲 = 𝗰𝗮𝘀𝗵 𝗱𝗶𝘀𝗰𝗶𝗽𝗹𝗶𝗻𝗲 📦💵• Do a clean inventory count and reconcile to your books.• Identify slow-moving...
21/01/2026

𝗜𝗻𝘃𝗲𝗻𝘁𝗼𝗿𝘆 𝗱𝗶𝘀𝗰𝗶𝗽𝗹𝗶𝗻𝗲 = 𝗰𝗮𝘀𝗵 𝗱𝗶𝘀𝗰𝗶𝗽𝗹𝗶𝗻𝗲 📦💵

• Do a clean inventory count and reconcile to your books.
• Identify slow-moving SKUs and plan promos or bundles strategically.
• Set reorder points based on real sell-through (not gut feel).

Inventory is one of the biggest cash traps in this industry. A January reset makes your financials more accurate and prevents overproduction that ties up cash.

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