Step 1 - Set Up Your Books Right
Fundamental Five Cohort
Clean up your books and build a financial foundation that actually works.
Most winery bookkeeping wasn't set up with a winery in mind. If your QuickBooks file feels messy, your reports aren't useful, or you're not sure your numbers are right — this is where to start.
The Fundamental Five course with the Cohort gives you the structure, support, and momentum to get it done.
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.
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.
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 course with the 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.
Fundamental Five Course & Cohort
When you enroll, you get immediate access to the full course plus a spot in the next Fun Five Cohort.
The Course:
Clean up the structure of your QuickBooks file
Improve how inventory is tracked
Make sales by channel more useful
Simplify how data flows in from POS and eCommerce systems
Worksheets, templates, and lifetime access
Ask the CFO - submit questions, get answers
The Fun Five Cohort:
6 live weekly Zoom sessions (10 AM Pacific)
Small group format
Application required - so everyone arrives ready
Syllabus posted in advance
Recordings posted after each session
You don't need a finance degree — you need a system that actually works for your winery
Want more personalized support?
This optional coaching package is for you if you want more hands-on help applying the material to your specific QuickBooks file.
What’s included:
3 hours of private coaching at 50% off the regular consulting rate
One-time offer, available with each course enrollment
Work through your actual file, not a generic example
Get a second set of eyes on the parts that feel harder than they should
The Cohort gets you there. Coaching gets you there faster
Next Cohort Dates
Sessions are held weekly on Thursday at 10 AM Pacific
May 21st
May 28th
June 4th
June 11th
June 18th
June 25th
Already have the Fundamental Five Course or want to repeat the Cohort?
Common questions
-
No — you get immediate access and can begin right away.
-
The Cohort stands on its own — Coaching is optional.
-
That’s exactly why people join.
-
You can still join for structure and support.
-
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. The Fundamental Five course is Step 1 of The Path. If you’re not sure which step is right for you, The Path will show you.