At CREI, we don’t just advise—we help you build the financial, operational, and marketing infrastructure required to scale, grow valuation, and prepare for acquisition.
Your onboarding is the first step in aligning your brand with the strategies used by the fastest-growing beverage companies in the industry.
Limited to 10 new
clients per month
Show more
Feel organized and in control. No more scrambling before tax time or investor calls. Just crystal-clear numbers delivered like clockwork — so you always know where your business stands.
Show more
Feel confident pitching buyers. We format your books the way retailers and distributors want to see them, so you walk into every meeting with numbers that speak their language — and earn their trust.
Show more
Feel empowered to make smarter decisions. We break down your costs by SKU, by channel, by pack size — so you know exactly what’s driving profit (and what’s draining it).
Show more
Feel in control of your promotions. No more mystery deductions or fuzzy chargebacks. We help you track every promo dollar so you can spend smarter, not just more.
Show more
Feel calm when deadlines approach. From 1099s to quarterly filings, we keep you compliant, accurate, and audit-ready — without the stress.
Show more
Feel backed by a real partner. We know your name, your brand, and your goals. No call centers. Just proactive financial guidance from a team who gets the beverage game.
We specialize in bookkeeping for growing beverage brands, delivering clean, reliable financials you can trust. From day-to-day tracking to retail-ready reports, we make sure your numbers are always investor- and distributor-ready — so you can focus on scaling with confidence.
Most brands track revenue. The smart ones track the seven numbers that actually drive growth, margins, and valuation. We’ll show you what they are — and keep your books aligned with the metrics that matter most.
At CREI, we don’t do generic bookkeeping. We specialize in beverage brands — which means we understand your margins, your distributor deductions, your promo spend, and your COGS down to the can.
We integrate industry-specific best practices, retail-ready reporting, and investor-grade financials into every account we manage. Whether you’re selling on Shopify, scaling through UNFI, or preparing for Whole Foods — we structure your books to support real-world growth and exit readiness.
Plus, our personalized support and cloud-based tools make collaboration easy and insights accessible — so you’re never in the dark about your financial health.
with expert bookkeeping tailored to beverage brands and built to scale with you.
<$1M in annual revenue
$1M–$5M in annual revenue
$5M+ in annual revenue
Book your free call now — and see how better bookkeeping can unlock smarter decisions, stronger margins, and faster retail expansion.
