Craft Brewery Financial Training Podcast
The 90-Day Brewery Financial Reboot
Most breweries have a financial operating system problem. What I mean by this is that financial statements arrive too late, budgets get ignored, department managers don't know what numbers matter, and owners end up carrying the financial burden alone.Â
In this episode, I walk through a practical four-step framework for installing a Brewery Financial Operating System to solve this problem.Â
You'll learn how to build financial confidence across your leadership team, create a meaningful annual financial plan, establish department KPIs, and implement weekly financial huddles that turn numbers into ac...
Every Pour Counts: The Data Behind a More Profitable Taproom
Beer loss is often accepted as the cost of doing business, but it could be one of your biggest taproom profit opportunities.Â
After tracking beer loss in spreadsheets, Brent Reynard discovered his brewery was losing nearly 21% of draft beer revenue every month through foam, temperature issues, over-pouring, and operational blind spots.Â
Rather than accept it as the cost of doing business, he built Draft Control - software designed to track beer loss, uncover root causes, and help breweries make better financial decisions.Â
In this episode we explore how better data can reduce waste, imp...
Private Events: The Brewery Revenue Flywheel You May Be Overlooking
Events can be one of the most effective ways for breweries to drive traffic, increase customer visits, and create stronger community connections.Â
In this episode, SkylerLewis from Evently joins our Taproom Success monthly expert to discuss how breweries can build event programs that create predictable recurring revenue.Â
Key Takeaways:
Private events have become a critical growth lever for breweries in today’s market - learn how to streamline the planning process to turn inquiries into solid bookingsThe event formats and programming strategies that are generating the strongest results right now.How successful brew...What Every Homebrewer Needs to Know Before Opening a Brewery
Many brewery owners start the same way: brewing at home, sharing beer with friends, and hearing those words: “You should open a brewery.”
But making great beer and running a successful brewery require different skill sets.
In this session, I'll share what brewery owners wish they knew before opening, how to capture startup costs, measure margins, project cash flow, and truly understand those financial statements. I'll go over common mistakes brewery owners make, how to avoid them, and practical steps you can take now to position your future brewery for long-term success.
Whether you’r...
Turning Loyalty Into Profit: The Taproom Growth Playbook with Tapwyse
What separates taprooms with loyal regulars and predictable revenue from those constantly chasing new customers?Â
In this episode, we break down how breweries can use loyalty programs to increase visit frequency, boost average check size, smooth out midweek traffic, and create stronger customer relationships.Â
Featuring real-world examples and practical strategies from the Taproom Growth Playbook workshop, this conversation explores how modern loyalty systems can become a true profit driver - not just another "mug club" or “points program.”
Key Takeaways:
Loyalty programs work best when they are tied to specific custom...Brewery Intelligence: KPIs, Dashboards, and Better Decisions
In this episode, I talk with Jeremy Carney from Central Coast Analytics about how breweries can use better data, dashboards, and financial analytics to make smarter business decisions.Â
We explore the biggest reporting blind spots breweries face, how to combine information from multiple software systems into one clear picture, and which KPIs brewery owners should actually pay attention to each week.Â
Jeremy also shares real-world examples of how breweries are uncovering hidden profit opportunities through better reporting and visualization tools.
Key Takeaways:
Most breweries already have valuable data, but the ch...The Financial Playbook for Profitable Breweries
In this episode, Jake Lohse and I break down “The Financial Playbook for Profitable Breweries” - a practical framework for brewery owners who want to move beyond survival mode and build a more profitable, financially disciplined business.Â
The conversation explores the financial realities of running a brewery, the key metrics that matter at each stage of growth, and the systems, dashboards, and routines that successful breweries use to make smarter decisions.Â
From cash flow forecasting and break-even analysis to budgeting, segmented financials, and weekly KPI scorecards, the episode delivers a step-by-step roadmap for installing a brewer...
Smart Scaling for Breweries: Inside the Contract Brewing Model
In this episode, we hear from Devon Hamilton, Director of Operations at Paradox Brewery, to break down the evolving world of contract brewing and why more breweries are using strategic production partnerships to grow without overextending themselves.Â
Devon shares practical insights on scaling operations, maintaining beer quality, evaluating expansion decisions, and avoiding common mistakes breweries make when entering contract brewing relationships.Â
The conversation also explores how contract brewing can support growth opportunities, improve operational flexibility, and help breweries navigate tighter margins in today’s craft beer environment.
Key Takeaways
Contract brew...Brewery Benchmarks That Drive Profits: The Numbers Every Brewery Should Track
Benchmarking is one of the most powerful—and underused—tools in a brewery.Â
In this episode, we break down how brewery owners and managers can turn complex financial statements into simple, actionable scorecards that drive better decisions.
You'll learn how top breweries use key metrics, industry benchmarks, and weekly financial meetings to identify profit leaks early, improve margins, and strengthen cash flow.Â
Instead of waiting for month-end financial reports, breweries can install a simple financial operating system that provides real-time visibility into the numbers that truly matter.
K...
Cash is King: Sam Calagione on Building (and Scaling) Dogfish Head
In this episode, Sam Calagione shares the journey of building Dogfish Head Craft Brewery from the smallest commercial brewery in America to a nationally recognized brand.Â
Sam shares how he started the business with $220,000 in personal loans, navigated decades of growth, and balanced creativity with financial discipline.Â
He discusses key decisions around capital, distribution, and profitability, along with lessons learned from missed opportunities and strategic bets.Â
The conversation also dives into the merger with Boston Beer Company, the importance of cultural alignment, and Sam’s persp...
Breweries: How to Build a Culture of Financial Accountability
In today's podcast, you’ll learn how to turn your numbers into a real-time management system.Â
We’ll show you how to identify the few key metrics that matter, assign clear ownership across your team, and install a simple weekly rhythm that turns financial data into action so you can improve performance before the month is over, not after it’s too late.
Key Takeaways:
How to build a focused weekly scorecard (3–5 key metrics)A clear, simplified set of numbers your team can influence in real time...
From Chaos to Clarity: Smarter Brewery Production Planning with Data & Forecasting
Production planning is one of the bigger challenges in brewing. In this episode, Jeremy Carney from Central Coast Analytics and Dru Ernst from Dru Bru break down how breweries can move from reactive, spreadsheet-driven decisions to proactive, data-powered planning.
You’ll hear a real-world case study from Dru Bru, explore how forecasting by brand, package, and channel actually works, and learn how better planning directly impacts cash flow, margins, and operational efficiency.Â
We also look ahead at how AI is beginning to shape the future of brewery production decisions.
🎯 Key Takeaways
W...Behind Every Profitable Brewery: Solid Bookkeeping
In this episode, I sit down with Marc Rice of Brytos Accounting Services to talk about something that sounds simple, but is often a mess behind the scenes: brewery bookkeeping.Â
Marc shares what he sees when he opens up a new client’s QuickBooks file for the first time - liabilities showing up as revenue, duplicate expenses from bank sync errors, unreconciled accounts, and charts of accounts that make it nearly impossible to understand what’s actually happening in the business.Â
We dig into why complete, accurate, and timely reporting isn’t just abo...
Loyalty That Pays: Turning Taproom Fans into Recurring Revenue
Today we chat with Ross Stensrud from Tapwyse and explore how modern brewery loyalty programs are evolving far beyond the traditional “mug club.”Â
Ross shares exciting performance data from Tapwyse breweries, including a 387% increase in app installs and a 418% surge in membership revenue year-over-year, along with insights into how breweries can now quantify the estimated revenue impact of rewards programs .Â
The conversation highlights how breweries are using real-time dashboards to measure membership revenue, reward value, and guest engagement in ways that turn loyalty from a “nice idea” into a measurab...
How to Build a Profitable Inventory System
Inventory is often the largest asset on a brewery’s balance sheet and the biggest source of hidden margin leaks.Â
In this episode, we break down how to build a profitable inventory system that protects cash, improves COGS accuracy, and creates operational discipline.Â
You’ll learn how to install simple standard operating procedures, use scorecards to quantify what “good” looks like, and turn inventory management from a monthly headache into a competitive advantage.Â
Plus, we’ll share a practical SOP template you can use immediately.
Actionable Takeaways
Install Clear Inventory SOPs...Cash Flow First: Building a Brewery That Stays in Control
Cash flow is what determines whether a brewery survives and grows. In this episode, we break down the core fundamentals of cash flow management and share practical strategies you can use immediately to gain control, avoid crunches, and build a stronger financial foundation for your brewery.
Key Results You’ll Get from Listening:
A clear understanding of the difference between profit and cash flow and why it mattersPractical steps to avoid cash crunches before they happenThe core KPIs that directly impact liquidity and financial stabilitySimple systems to improve collections, inventory management, and spending disciplineA fr...The Data-Driven Brewery: AI, Insights & What’s Next from Beer30
In this episode, I sit down with Aaron Gore, VP of Sales & Marketing at Beer30, to talk about the upcoming American Craft Beer Hall of Fame induction ceremony and what today’s high-performing breweries can learn from the legends of our industry.
We explore how leading breweries are using data management not just to “keep records,” but to gain a true competitive edge.Â
From tighter inventory control and margin visibility to AI-powered forecasting and smarter decision-making, data discipline is separating the breweries that survive from those that thrive in a maturing market.
Aaron also sha...
Unlocking Brewery Profit: Taprooms, Distribution & Smart Growth with Chris Farmand
In this episode, I sit down with Chris Farmand of Small Batch Standard, a brewery accounting, tax and advisory firm that works with breweries across the country, to talk about one thing every brewery owner cares about: profit.Â
We kick things off with a preview of Chris’s all-day Brewery Profit Workshop at the 2026 Craft Brewers Conference (Monday, April 20th), where he’ll dive deep into taproom performance, distribution strategy, and practical ways to unlock more profit in your business.
From there, we zoom out and tackle some of the biggest strategic issues facing breweries today...
A Practical Guide to Brewery COGS & Margins
In this episode, we break down what really belongs in COGS, how to read gross margin correctly, and how to dig deeper to uncover hidden margin leaks.Â
If you want stronger cash flow, smarter pricing, and better decisions, this episode will help you master the numbers that matter most.
🎯 5 Actionable Takeaways
Define COGS correctly and clean up misclassifications.Only direct materials, direct labor, and production overhead live in COGS. Calculate and monitor gross margin.
Track gross margin % trends and compare draft vs package so you can catch margin decli...
7 Financial Red Flags That Predict Brewery Trouble
In this episode, we dig into how financial trouble usually shows up months before it becomes a crisis, and why so many owners and managers miss the warning signs.Â
When you’re busy fighting daily fires, reviewing financials weeks after month-end, and unsure which numbers truly matter, problems stay invisible until cash runs tight .
We walk through the concept of a financial early-warning system and explain how profitable breweries shift from reactive panic to calm, data-driven decision-making.Â
Instead of drowning in reports, they focus on a small set of leading indicators that...
Brewery Budget Basics
In today's podcast we cover the basics of brewery budgeting, keys to success and 3 simple steps to get started building your plan today.
Key Topics
Budget questions: Who, what, where, why, when and howCommon obstacles and how to overcome themBudget quick-start guideThe details: How to build the plan, models, tools and templatesFinancial cadence: How to use the plan every dayResources
Get the brewery profit brief - tips, tactics, and strategies to build a more profitable beer businessReady to transform financial results in your beer business? Learn more about the Beer...
How Lawson’s Finest Liquids Scaled With Plans, Numbers, And Purpose
Today, I sit down with Sean Lawson the founder behind Sip of Sunshine to unpack how careful planning, advisory boards, and a purpose-first mindset can carry a brewery through hypergrowth, supply shocks, and a once-in-a-century pandemic.
Sean walks us through the early days of homebrewing, the decision to contract brew at Two Roads to meet demand without giving up ownership, and the leap to a state-of-the-art Vermont facility just 16 months before lockdowns.Â
We explore how a high share of packaged product, strong retail relationships, and authentic brand loyalty kept the business resilient. As a certified B...
Inside Athletic Brewing’s Playbook
What does it take to scale from a bold idea to a beverage category leader?Â
We sit down with Athletic Brewing’s CFO Evan Zawatsky and communications leader Chris Furnari to dig into the decisions that powered Athletic’s rise: owning production, investing in quality, and building a marketing engine that turns awareness into velocity.
Evan opens the playbook on why Athletic poured serious CapEx into state-of-the-art breweries in Connecticut and San Diego.Â
That move secured quality control, unlocked flavor innovation, improved margins, and gave the team agilit...
Brewery R&D Tax Credits, Demystified
In today's podcast we show how breweries can turn recipe development and process innovation into real cash using the federal R&D tax credit, plus a clear path to claim refunds retroactively.Â
Maggie Crowley and Devin Medrick from Leyton explain the IRS tests, missed opportunities, state add-ons, and energy efficiency deductions.
• What the IRS four-part test means for brewing work
• Real examples: first-batch runs, recipe changes, process tweaks
• Eligible costs: wages at three levels, contractors, supplies
• Simple documentation that passes audit standards
• Typical credit ranges and three-year lookbacks
• State credits that stack wi...
How Breweries Can Use Workforce Grants To Boost Profit
In today's podcast we lay out a simple path for Massachusetts breweries to use the Workforce Training Fund Express program for up to 100% reimbursement on financial training.Â
From eligibility to application steps, we reveal each step in the process to turn free training dollars into better profits and steadier cash flow.
• who qualifies and what reimbursement you can expect
• how to find and choose pre-approved courses in the catalog
• what documents you need for the application
• typical approval timing and how long approvals last
• why year en...
How One Brewery Raised Capital, Opened a Second Location, and Built a KPI Culture
What does it really take to scale a brewery without losing your soul or your margins?Â
We sit down with Nicole Smith, co-owner of South Lake Brewing Company, to trace a path from high school sweethearts in Tahoe to a two-location operation balancing community, cash flow, and culture.Â
Nicole shares the unvarnished story of opening a second taproom and kitchen, why owner presence matters, and how to avoid cannibalizing your original location while still growing revenue.
We cover the small set of numbers that matter most...
How to Build a Profitable Brewery Membership Program
In today's podcast, Ross Stensrud from Tapwyse shares how craft breweries turn memberships, flash rewards, and push messages into recurring revenue and reliable taproom traffic.Â
Real data from 100+ brewery apps shows why monthly loyalty programs outperform annuals and how simple offers can drive measurable visits.
Key Takeaways
Â
 • Monthly memberships outperform annuals for recurring revenue
 • The $1 weekly beer case study
 • How to use flash rewards to move slow inventory fast
 • $5 locals program for weekday demand shaping - loyalty programs go beyond beer
 •...
Secret Hopper Taproom Data That Drives Dollars
Today on the podcast Andrew Coplon opens the playbook on Secret Hopper’s 10,000-visit dataset and shows how mystery shopping metrics translate into increased sales for your taproom.Â
We talk through the staff behaviors that lead to high engagement—prompt greetings, informed recommendations, and closing gratitude—and the numbers that follow: bigger tabs, higher tips, and dramatically faster return visits.Â
You’ll hear why a simple flight suggestion makes guests 350% more likely to order one and adds roughly thirteen dollars to the tab, how a to-go prompt can 4x purchases, and why tip percentage...
Inside The State Of Beer With NBWA Economist Lester Jones
Beer volumes are down, dollars are soft, and the usual playbook isn’t working.
We brought back Lester Jones, chief economist at the National Beer Wholesalers Association, to cut through the noise with data, plain talk, and a clear plan for getting back to growth.Â
Lester breaks down what’s structural—demographics, consumption occasions, and channel mix—and what’s cyclical—slower hiring, fewer hours worked, and sticky inflation—and shows how those forces collide to shape beer demand in 2025.
We unpack the Beer Purchasers’ Index and why distrib...
Talking Beer, Numbers, and Distribution Strategy with Doug Veliky
A CFO who became a head of marketing, eliminated millions in debt, and then built a company to fix distribution blind spots—Doug Veliky’s journey is a masterclass in making beer businesses sturdier and smarter.Â
We dig into the decisions that actually move the needle: building an internal audit team at Reyes that focused on real compliance risk, redesigning systems at Revolution to produce market-level P&Ls, and consolidating a spaghetti bowl of loans into a revolving line that turned heavy debt into daily cash efficiency.Â
That financ...
From Good Beer to Great Experiences: What Today’s Taproom Guests Really Want
What if your taproom’s biggest growth lever isn’t price or new styles—but the first 15 seconds after someone walks in?Â
Today on the podcast we welcome back consumer insights expert Michael Varda of Craft Beer Advisory Services to unpack the data behind modern taproom behavior and why food, events, and hospitality now sit shoulder to shoulder with great beer.Â
The headline: beer gets guests in the door; the experience keeps them in their seats and brings them back.
We trace the post-pandemic shift from liq...
Talking Taxes: What the One Big Brewery Bill Means for Your Bottom Line
New tax law just handed breweries a playbook to keep more cash in the business—if you know how to use it.Â
Today we’re joined by Brent Williams, CPA and brewery tax manager at Small Batch Standard, to translate the One Big Brewery Bill (OB3) into clear, practical moves owners can make right now.Â
From tips and overtime changes your team will feel on payday to the return of 100% bonus depreciation and immediate expensing for domestic R&D, we connect the dots between policy and day‑to‑day brewery operations.
We dig into the d...
Engineering Your Menu for Maximum Profits: A Guide for Taprooms
Ready to stop guessing about your brewery's food profitability?Â
Today's podcast reveals exactly how to transform your taproom food program from a necessary evil into a genuine profit center.
Most brewery owners didn't get into the business to become restaurateurs, yet many find themselves reluctantly managing food programs because customers expect food options. The challenge? Food operations are notoriously complex both financially and operationally, leading many breweries to operate food programs that secretly drain profits rather than enhance them.
The solution lies in understanding three critical financial practices and three operational strategies that e...
Contract Brewing and Community Building: How Soul Mega Thrives Without a Taproom
What happens when you combine accounting expertise, homebrewing passion, and entrepreneurial spirit?Â
For Elliott H. Johnson II, it was creating Soul Mega – a thriving beer brand that's challenging traditional craft brewery models.
In this illuminating conversation, Elliott shares his journey from making "really bad" homebrew batches to building a recognized beer brand without a physical brewery.Â
Soul Mega's contract brewing approach allowed them to enter the market with minimal capital investment, focusing instead on wholesale distribution and community building.Â
When COVID-19 hit just six months after...
Meet the Brewery That Hangs Its P&L on the Wall
Thor Cheston shares the remarkable journey of Right Proper Brewing Company, from its successful 2013 brew pub opening to the challenges of expansion and the transformative power of implementing open book management.Â
His candid insights reveal how focusing on core products, financial transparency, and efficient operations turned their struggling production facility into a thriving business with healthy EBITDA.
• Starting as a Georgetown student who fell in love with craft beer while working at a pizzeria
• Opening Right Proper Brewing in 2013 as a neighborhood hub with immediate success
• Expanding too quickly in 2015 with a production facilit...
Beyond the Spreadsheet: Transforming Brewery Financial Planning
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 plann...
When to DIY and When to Ask for Help: The Small Brewery Dilemma
Sara Watson and her husband Brent turned their dream into reality with Vacancy Brewing in Austin, Texas, combining his brewing expertise with her hospitality marketing background to create a community-focused taproom experience.
• Building Vacancy Brewing after a six-month road trip across North America to find the perfect location
• Hiring a taproom manager to allow the founders to focus on business development instead of daily operations
• Implementing tighter beer loss and discount policies with transparent communication to improve margins
• Tracking weekly taproom net sales compared to both prior year and budget to stay proactive
• Creating t...
The Validation Model: How One Brewery Keeps Reinventing Itself
Brian Deignan shares how his brewery, Validation Ale, achieved 29% growth last year through systematic innovation and strategic expansion while he, as an owner, maintained a Monday-Friday, 9-5 work schedule.Â
Brian explains his unique concept where beers compete for menu placement based solely on sales data, and his methodical annual process for identifying growth opportunities.
• Validation Ale's competitive model forces continuous innovation with 143 unique recipes created in three years
• Each beer category features a "validated" beer and a challenger that can replace it if sales are higher
• Brian's systematic "growth driver" process evaluates potential initiat...
Brewery Spotlight: Presidential Brewing
Each month, the Beer Business Finance Association will shine a spotlight on one exceptional craft brewery to explore what makes their business thrive.Â
In this exclusive conversation, we hear from Jake Lohse, Founder of Presidential Brewing.Â
We go beyond the beer to uncover best practices, smart financial strategies, creative sales tactics, and the real-world lessons they've learned.Â
This is your front-row seat to learn from peers who are building profitable, resilient breweries and raising the bar for the industry.
Whether you're a new brewery or a seasoned ope...
Breweries: Reduce Waste, Improve Efficiency with Grist Analytics
Today on the podcast Brynn Keenan from Grist Analytics talks brewery operations, data-driven decision making, and how Grist helps breweries improve performance.Â
Grist Analytics provides data-driven solutions that help breweries optimize their production processes by transforming raw brewing data into actionable insights.
Their platform enables consistent quality, improved efficiency, and reduced waste through real-time monitoring and advanced brewing analytics.
Key Points
How to replace paper brewing logs with a powerful data analytics toolTips to overcome a big brewery challenge - effective production schedulingBenchmarking study and the 360 degree efficiency r...