DiscoverCraft Brewery Financial Training PodcastBeyond the Spreadsheet: Transforming Brewery Financial Planning
Beyond the Spreadsheet: Transforming Brewery Financial Planning

Beyond the Spreadsheet: Transforming Brewery Financial Planning

Update: 2025-07-28
Share

Description

We dive into mastering your brewery budget with a practical three-step approach that transforms financial planning from overwhelming to achievable. This workshop provides tools and strategies to create a useful financial roadmap that aligns with business goals.

• Begin with the end in mind – set one clear financial goal (typically 10-15% profit) before planning anything else
• Know your stakeholders – identify requirements from banks, investors and others to incorporate into your plan
• Set firm deadlines – create a budget preparation timeline with clear responsibilities and milestones
• Use historical financial analysis to establish context for your projections
• Break down planning by department and involve team members to create ownership
• Consider balance sheet and cash flow implications, not just P&L
• Implement weekly financial huddles to shift from lagging indicators to leading indicators
• Use visualization tools like dashboards to make financial data more accessible
• Remember that budgeting isn't just about spreadsheets but about creating a financial roadmap

Join the Beer Business Finance Association to access the complete Brewery Budget Course with all tools and templates discussed in this workshop.


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.

Comments 
In Channel
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Beyond the Spreadsheet: Transforming Brewery Financial Planning

Beyond the Spreadsheet: Transforming Brewery Financial Planning

Craft Brewery Financial Training Podcast