A guest feature from Ruby Pro Software. Prepared for Protea Financial. The short version When was the last time you looked at your real margin with each of your distributors? Not your list price — your actual margin, after the depletion allowances (DAs), billbacks, and discounts in each market. For most winery owners, the honest…
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How Protea helps turn cash flow questions into better business decisions “Sales are up, so why is there no cash in the bank?” When sales are growing, a business owner’s expectation is fairly simple: our cash flow pressure should go away. But winery owners know it often does not work that cleanly. The tasting room…
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How Protea helps connect profitability, cash flow, and better business decisions “The P&L says we made money. So why doesn’t the bank account show it?” It is one of the most common financial questions winery owners ask, and it is a fair one. The Profit and Loss statement may show positive net income, but the…
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How Protea helps translate margin questions into better business decisions “We charge premium prices, so why aren’t our margins higher?” This question can come up when a winery owner believes pricing should support stronger profitability. However, gross profit or overall profitability is still lower than expected. This is a reasonable question. Premium wineries charge Premium…
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QuickBooks Desktop is your accounting system that your winery depends on, but when it sits on one office computer or a local server, it slows down the people who need the file most. Your bookkeeper may be entering vendor bills, your controller may be reviewing inventory value, your CPA may need year-end reports, and your…
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Introduction Margins across the wine industry continue to tighten, yet many of the biggest cost drivers – shipping, telecom, and waste services – often go unreviewed for years. The challenge isn’t always just the size of these expenses. Often, it’s also visibility to the cost overages. Most wineries are focused on where they should be:…
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