Food and Beverage Practice Group

Food and Beverage companies present some of the more complex finance, control, reporting and accounting challenges.  You face the normal barriers to profitability and success: cost control, administration efficiency, and sales.  But in addition, the simplest consumer products company blends ingredients, process, packaging, labor and transportation to enable revenue recognition.  When manufacturing is in-house, the company must also deal with recipes and assemblies while controlling climate, infestation, and process control, all to be performed with inventories managed to prevent spoilage, over invested capital and violations of important and increasingly stringent government and customer safety regulations. At CFOs2GO we have successfully worked in these environments with dramatic increases in top line revenues and in profitability.  The experience gained from working through these processes are provided to our clients to assure the solutions substantially increase profitability and allow increased gross income.

Practice Leader – Dale Tale

Dale Tate heads the Food and Beverage Practice Group at CFOs2GO. He brings a breadth of executive experience to his clients, including finance, HR, IT and supply chain management.  Prior to joining CFOs2GO, Dale was CFO for a food manufacturing and distribution company with revenues in excess of $750 million annually. Dale’s experience also included responsibility for Human Resources, I/T and Supply Chain Management. During his nine-year tenure, the company grew by more than 90% in revenues, employing 300+ employees in three states.

Dale assists business clients with strategic approaches to operations, such as: creating operational KPIs to monitor key metrics across manufacturing, financial and human resource activities and organizational development and succession planning for key managers. He also provides cost- effective finance solutions, such as new business banking relationships to reduce cost of borrowing, negotiating increases in company lines of credit to fund expansion activities, managing employee benefits costs to keep annual increases to less than 5% year-over-year, while maintaining coverage and benefits to the employees.

Dale divides his time between the Bay Area and Reno, Nevada. He is an active member of the congregation of St. Andrew’s Episcopal Church in Saratoga, CA.

Recruiting Expert – Mwape Jokic

Mwape Jokic is the Food and Beverage Recruiting Expert at CFOs2GO. She has over 6 years of experience as a Concessions Manager and Hospitality Manager, and as a recruiter specializes in restaurants, food service, hospitality, and related industries.
She is a team player demonstrating a high-level of accuracy and thoroughness; frequently acknowledged for her aptitude to work independently as well as collaboratively and take initiative, ownership, and accountability.
Her clients and candidates benefit from her personalized service, experience, and passion for her work. Her knowledge of the candidate marketplace, the food & beverage industry, and best practices in recruiting allow her to offer direction and acumen along the way. Mwape speaks Chinese and has studied French, Spanish, Zulu and Afrikaans.

Who We Serve

food-and-bev-drink-shelfSpecialty Food & Beverage Producers

Successfully getting and more importantly expanding shelf space are a constant challenge that must be accounted for in your financial planning, reporting systems and chart of accounts.  We have the expertise and experience to develop end-to-end systems fully integrated into your overall financial plan.

food-and-bev-outside-view-of-dinnig-estRestaurant Groups

Successfully managing a restaurant is challenging but pales in comparison to the financial issues faced by restaurant groups.  Staffing challenges with the associated payroll and benefit administration, accounting for credit card fees, integrating point-of-sale systems into the primary accounting system, and portion control are all present.  We have in-house recruiting as well as interim and part-time senior financial expertise who know how to help.

food-and-bev-manuf-breadNational Brand Manufacturing Companies

How do you stay current?  Organic, diet, gluten free, e-commerce competitors, sugar free, fat free; your brand is under constant attack.  Are your financial plan and systems helping win the fight?  We can make sure they are, from inventory process to work-in-process controls.

Selected Capabilities

The CFOs2GO model allows a cafeteria style array of offerings.  While all assignments customarily commence with the New Client Assessment, the following services are available as desired by the client and recommended by a CFOs2GO Consulting CFO.

  • Accounting program and systems upgrade designed for the Food and Beverage industry including accounting manual preparation
  • Banking relationships setup and assistance for food manufacturing, distribution and restaurants
  • Financial business and product planning
  • Facilitating business strategic planning sessions
  • Cash management systems including credit card management and security, point of sale terminal integration to financial systems and inventory management, control and replenishment
  • Manufacturing and distribution capital equipment upgrade budgeting
  • Distribution Systems
  • Import and export guidance specific to country food safety regulations
  • Long term financial modeling of Food and Beverage industry including multi-year forecasts and plans
  • Other Food and Beverage focused capabilities of our consulting CFOs:
    • Manufacture-to-order systems
    • Material and ingredient sourcing systems
    • Packaging procurement systems
    • Purchasing systems and controls
    • Real time reporting systems
    • Real time work-in-process systems
    • Sizing – Costing – Pricing templates

Successful Client Engagements

  • Working with a local boutique coffer producer successfully placed and negotiated shelf space with Safeway Stores leading to increased downloadprofitability.
  • Provided grocery placement for local cake and cookie companies.
  • Lead strategic, sales and financial planning for several well-known brands, including TCHO Chocolates.
  • Restructured a fifty-year-old chocolate company to re-establish sales at $6MM within three years including modernizing financial systems.


“I’ve worked with a CFOs2GO Partner at the Association for Corporate Growth initially and later at Bedrock Dissero, a management consulting firm. I’ve always found them to have the highest integrity and forward thinking. I hope we get a chance to work with each other in the future.”

John Dare, President of Careerlink People Solutions / Vixee

CFOs2Go Blog

January 19, 2021xP&A – Extending FP&A Beyond the Boundaries of Finance

Financial Planning and Analysis (FP&A) is an essential financial activity in companies of all sizes. … Read More


Eyeglasses and books on the laptopCheck out our Resource Center and discover useful articles, links to relevant industry sites and whitepapers on the finance industry covering topics on strategy to day-to-day operations. You’ll find back issues of the CFOs2GO newsletter “The Issue”, and webcast recordings of talks by our Partners. READ MORE


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