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Traditional  Financial Services

CFO Services

Starting at $12K / month

Our CFO Services give beverage companies a competitive edge by aligning financial strategy with operational imperatives. From optimizing production costs to leveraging distribution efficiencies, we help CFOs demonstrate tangible ROI and prepare for high-stakes opportunities—whether scaling for growth or positioning for an acquisition by a major beverage conglomerate.

Financial Modeling and Variance Analysis

Starting at $220 / hour

Gain clarity in a fast-paced beverage market. Our advanced modeling pinpoints the financial impact of everything from new product lines to seasonal demand fluctuations. By surfacing critical gaps and trends, your leadership can act swiftly—maximizing profitability and maintaining investor confidence.

Financial Planning and Analysis

Starting at $220 / hour

Transform raw data into strategic levers. We decode complex beverage industry dynamics—such as ingredient price volatility and distribution channel shifts—to guide informed decision-making. The result: sustained revenue growth, smarter market expansion, and stronger buy-in from stakeholders.

Transaction Advisory

Starting at $350* / hour

When it’s time to consider mergers, acquisitions, or an IPO, our transaction advisory services ensure you’re fully prepared to command premium valuations. Drawing on deep industry insights, we help you navigate complex negotiations, structure deals that maximize shareholder value, and position your brand as a prime target for top-tier buyers.

Auditing and Tax Preparation

Starting at $220 / hour

Establish unshakable financial credibility. Our auditing and tax solutions focus on compliance and strategic tax optimization specific to the beverage sector—helping you demonstrate strong governance to prospective investors and unlock potential savings that can significantly boost overall valuation.

Bookkeeping

Starting at $85 / hour

A rock-solid financial foundation starts here. Our bookkeeping services maintain meticulous, up-to-date records, ensuring your CFO team has reliable data to drive decisions. By seamlessly integrating into your existing workflows, we help you steer growth strategies with confidence and clarity.

Traditional Financial Services

Reliable Financial Support. On-Demand Expertise.

Our traditional accounting offering includes everything you’d expect from a high-performing finance team—on a flexible, hourly basis. Whether you need bookkeeping, fractional CFO services, audits, or help preparing for a raise, we tailor our support to your current needs.

  • Fractional CFO and controller support
  • GAAP-compliant financial statements and audits
  • Inventory, COGS, and margin tracking
  • Scenario modeling, cash flow management, and more

It’s the smart choice if you need specialized expertise without a long-term commitment or performance-based pricing.

Growth Accelerator Program

Aligned Incentives. Scalable Support. Industry-Specific Growth.

Our Growth Accelerator Program is designed for ambitious beverage brands ready to scale. Instead of charging retainers or hourly rates, we align our incentives with yours: just $0.01 per serving produced (discounted pricing applies to January 2026 batch only). As your brand grows, our support deepens—unlocking access to our network of distributors, co-packers, retailers, and acquisition-minded investors. You also receive:

  • Real-time growth insights and industry benchmarks

  • Strategic training on scaling, fundraising, and valuation

  • Ongoing access to vetted partners and exclusive opportunities

  • A financial system built to grow with you

It’s more than accounting—it’s a full-stack growth engine embedded in your business.

Growth Accelerator Program

$0.03

/ serving

At CREI, we believe pricing should reflect partnership—not pressure. That’s why we’ve created the Growth Accelerator Program that eliminated high retainers and replaced them with a simple, transparent model: $0.03 per serving produced. January 2026 batch is limited to 10 new companies. As your brand scales, you unlock more advanced financial services, ensuring our support grows with your ambitions.

Whether you’re just starting out or preparing for a high-stakes acquisition, CREI’s gamified pricing structure aligns our incentives—we only grow when you do. From foundational insights to full-scale CFO-level support, every tier is designed to deliver ROI, clarity, and momentum.

No hidden fees. No one-size-fits-all. Just strategic finance that meets you where you are—and takes you where you’re going.

Tier 1: Launch

Access CREI’s annual finance report, interactive benchmarks, financial bootcamp, and automated self-assessment tools that identify hidden margin risks and compare your performance against startup peers — all capped with a quarterly strategy session with our Managing Partner.

Up to 50,000 servings / month

Tier 2: Build

Unlock automated dashboards, weekly financial pulse reports, margin analytics, and cost library access — plus expert KPI reviews, diagnostic tools that detect COGS inefficiencies, and performance rankings that show how you stack up against the competition.

50K - 500K servings / month

Tier 3: Scale

We deliver granular SKU and channel analysis, budgeting and forecasting models, strategic financial workshops, and a capital-aligned Financial Blueprint—enhanced with investor simulation tools, valuation predictions, and investor-ready financial storytelling.

500K – 2M servings / month

Tier 4: Optimize

We fully manage your accounting, custom dashboards, capital strategy, and 1:1 advisory — while preparing you for capital raises with investor decks, scenario models, board-style reviews, exit simulations, and an on-demand CFO on your side.

2M - 10M servings / month

Tier 5: Exit

From financial modeling to pitch decks, tax strategy, deal-room prep, investor targeting, and real-time simulation of acquisition terms, CREI delivers elite CFO-level execution and negotiation support—without the cost or friction of traditional M&A firms.

10M+ servings / month

Accelerate growth, dominate your market, and maximize your exit strategy.