Step 1 of The Path

Fundamental Five Cohort

Clean up your books and build a financial foundation you can actually use — with the structure and support to move it forward.

If your QuickBooks file feels messy, confusing, or harder to use than it should, you’re not alone.

Most small wineries know their books need attention — but between day-to-day operations, this kind of work keeps getting pushed aside.

You might have:

  • started cleaning things up and not finished

  • watched trainings but not implemented them

  • or made small improvements without ever getting the full system working

Over time, that adds up to a file that still feels harder than it should.

The Fundamental Five Cohort helps you stop circling the problem — and actually move through it.

Instead of figuring it out on your own, you’ll have a clear system, a structured path, and support to keep going. Includes immediate access to the course + a spot in the next Cohort.

Join the Next Cohort See What’s Included

Why self-paced often doesn’t get finished

Self-paced can work — especially if you like moving on your own timeline.

But for most winery owners and office managers, this kind of work is easy to keep putting off.

Not because you don’t care.

Because it competes with everything else.

When you’re trying to clean up QuickBooks while running a winery, it’s easy to:

  • get distracted

  • get stuck in the details

  • lose momentum

  • or keep pushing it to “later”

That’s where the Cohort helps.

It gives you structure, live support, and the momentum of working through the process with a group — so you’re much more likely to follow through.

SECTION 3 — WHAT THE COHORT HELPS YOU DO

How the Cohort helps you actually move this forward

The Cohort is designed to help you make real progress on the parts of your bookkeeping system that tend to stay messy or unfinished.

Instead of piecing things together, you’ll work through the key areas that make your books function better.

You’ll work through things like:

  • cleaning up the structure of your QuickBooks file

  • improving how inventory is tracked

  • making sales by channel more useful

  • simplifying how data flows in from POS and eCommerce systems

  • tightening areas that are often inconsistent or skipped

As part of the Cohort, you’ll get:

  • immediate access to the full Fundamental Five course

  • a guided schedule to stay on track

  • live group support

  • the ability to ask questions as you go

The goal is not just to understand what should happen — it’s to actually move it forward.

SECTION 4 — WHO THIS IS FOR

Who this is for

The Fundamental Five Cohort is designed for winery owners, office managers, and “reluctant bookkeepers” who know their books need attention — and want help moving the work forward.

This is a strong fit if:

  • your QuickBooks file feels messy or confusing

  • your reports aren’t as useful as they should be

  • your workflow feels clunky or inconsistent

  • you’ve inherited a file that doesn’t make sense

  • you know this needs to get cleaned up but haven’t made enough progress

If you’ve been thinking, “I know this needs to get fixed, but I haven’t gotten around to it,” this is for you.

SECTION 5 — OUTCOMES

What changes when you finally move this forward

When your bookkeeping system is messy or unfinished, it creates friction everywhere else.

But once you start moving it forward, things feel very different.

Before

  • “My books are kind of a mess.”

  • “I know this needs attention, but I haven’t dealt with it.”

  • “My reports don’t feel very useful.”

  • “This file is harder than it should be.”

After

  • “My books make more sense.”

  • “I’ve actually made progress.”

  • “My workflow is cleaner and more consistent.”

  • “My reports are more useful.”

This is why Step 1 matters — because once this foundation is in place, everything else gets easier.

SECTION 6 — COACHING ADD-ON

Want more personalized support?

We offer an optional 3-hour private coaching package for participants who want more direct help applying the material.

This is a one-time discounted add-on designed to help you get extra traction while you’re working through the program.

You can use it for:

  • applying the process to your winery

  • working through a more complex file

  • getting a second set of eyes

Additional hours are available at the regular consulting rate.

The Cohort stands on its own — but with Coaching, most participants move faster.

WHAT HAPPENS NEXT + FAQ + CTA

What happens after you enroll

  • immediate course access

  • Cohort updates and schedule

  • a welcome call to get oriented

  • your printed SOP mailed to you

The goal is to help you get started quickly and feel supported from the beginning.

Common questions

Do I need to wait for the Cohort to start?
No — you get immediate access and can begin right away.

What if I’m not sure about Coaching?
The Cohort stands on its own — Coaching is optional.

What if my books are a bigger mess than average?
That’s exactly why people join.

What if I’ve already bought the course?
You can still join for structure and support.

What if I fall behind?
That’s what the Cohort is designed to help with.

Ready to stop piecing this together on your own?

If your books feel harder than they should, this is where to start.

Join the Next Cohort See Coaching Options