🍺 Built for breweries

Your books should be as clean as your beer.

Malt and Margin provides bookkeeping, fractional controller, and fractional CFO services exclusively for craft breweries. Built by a financial controller who genuinely loves the craft.

Revenue per barrel
$347 ↑ 12%
Gross Margin
78%
Taproom Avg Check
$32
Monthly Breakeven
42 barrels

Accounting meets craft.

I'm Neil, a financial controller with over a decade of experience running accounting operations across multiple countries and business units. I've led teams, built systems from scratch, and turned messy books into clear financial stories.

I also happen to love craft beer. Living in Connecticut, surrounded by one of the most vibrant craft brewery scenes on the East Coast, I kept seeing the same problem: talented brewers spending their evenings hunched over spreadsheets instead of perfecting recipes.

Malt and Margin exists to fix that. Corporate-grade financial expertise, delivered with the kind of care you put into your flagship IPA.

📈

Controller-Level Expertise

Not a bookkeeper with a side gig. A financial controller who's managed multi-million dollar operations and teams of 11+.

🍺

Brewery-First Approach

Every process, report, and dashboard is designed for how breweries actually work. Taproom, distribution, production, all under one roof.

⚙️

Automation Obsessed

Less time on data entry means more time on your craft. I build systems that run themselves.

From daily books to boardroom strategy.

Three tiers of financial support, all built around the unique rhythms of running a brewery.

📒

Bookkeeping

Clean, accurate books every month. No scrambling at tax time, no mystery line items.

  • Monthly reconciliation and close
  • Brewery-specific chart of accounts
  • AP/AR management
  • Payroll processing
  • Sales tax tracking across channels
  • TTB excise tax reporting
📊

Fractional Controller

Financial oversight without the full-time price tag. Your numbers, managed by someone who knows what they mean.

  • Financial statement preparation
  • Cost-per-barrel analysis by style
  • Multi-channel P&L (taproom vs. distro)
  • Internal controls and compliance
  • Inventory costing and tracking
  • Budget vs. actual reporting
🏆

Fractional CFO

Strategic financial leadership for breweries ready to scale. Big-picture thinking, grounded in real numbers.

  • Cash flow forecasting and planning
  • Pricing strategy by channel
  • Growth and expansion modeling
  • Bank and investor relations
  • KPI dashboards and analytics
  • Strategic financial roadmap

Spend less time on spreadsheets.

Every hour you spend on manual accounting is an hour not spent on your craft. I automate the boring stuff so you can focus on what matters.

1

Automated Data Feeds

POS, brewery management software, and bank accounts connected directly. No manual exports or re-entry.

2

Auto-Categorization

Transactions categorized by smart rules tuned to brewery chart of accounts. Grain, hops, packaging, taproom supplies, all sorted automatically.

3

Scheduled Reporting

Monthly financials, weekly cash positions, and daily sales summaries delivered to your inbox without lifting a finger.

4

Receipt Capture

Snap a photo of any receipt. It gets matched, categorized, and filed. No more shoeboxes of paper at year-end.

Up to 80% less time on bookkeeping tasks.

Automation doesn't replace your accountant. It makes your accountant dramatically more efficient, which means better service at a lower cost. The hours saved go back into analysis, strategy, and helping you grow.

Know your numbers at a glance.

Custom dashboards built for breweries, tracking the metrics that actually drive profitability.

$/bbl
Revenue per Barrel
Track pricing effectiveness across taproom, distribution, and wholesale channels
75%+
Gross Margin
Monitor production profitability and identify cost creep before it erodes margins
COGS
Cost per Barrel
Break down ingredient, packaging, and labor costs by beer style and batch
↑ %
Brewhouse Efficiency
Production yield tracking to minimize waste and maximize output from every brew
DSI
Days Sales Inventory
Know exactly how long finished product sits before it sells, by SKU
BEP
Breakeven Point
How many barrels you need to sell each month before you start making profit

We understand brewery headaches.

Craft brewing has financial complexities that generic accountants miss entirely.

🌿 COGS That Change Every Batch

Hop prices fluctuate. Malt varieties differ. Your double IPA costs three times more than your lager to brew. We track actual COGS per style, per batch, so you know exactly where your margins live.

🍴 Multi-Channel Revenue Complexity

Taproom pints, crowler fills, distributor invoices, festival sales. Each channel has different margins, different tax treatment, and different timing. We separate them so you see the real picture.

📜 TTB and Excise Tax Compliance

Federal TTB reporting, state excise taxes, and sales tax across multiple jurisdictions. Miss a filing and the penalties add up fast. We handle the compliance so you don't have to think about it.

🌡️ Seasonal Cash Flow Swings

Summer patio crowds fund winter ingredient purchases. Without proper cash flow forecasting, many breweries run into trouble in Q1. We build 12-month cash models so you're never caught off guard.

📦 Inventory Across Three Stages

Raw materials, work-in-progress (fermenting beer), and finished goods. Each stage needs proper valuation. Most generic accountants lump it all together and miss the nuance.

⚗️ Capital-Heavy Equipment Depreciation

Brew systems, fermentation tanks, canning lines. Hundreds of thousands in equipment that needs proper depreciation schedules and 179 deduction optimization.

Let's talk about your books.

Free consultation. No obligations. Just a conversation about where your finances stand and how they could be better.

Based in
Connecticut
Serving
Craft Breweries

Proudly serving breweries across Connecticut, starting in the Hartford area.