Step 3 - Plan for Profit and Growth
The Silver Club
Ongoing support to help you stay on top of your winery’s numbers — without having to figure it out alone.
Most small wineries don't have regular financial guidance. So when questions come up, you're left trying to piece things together — from your CPA, your bookkeeper, a course you took, or trial and error.
And even when you've made progress, new questions keep coming up.
The Silver Club gives you a place to bring those questions — and get clear, practical answers from someone who understands small wineries.
What the Silver Club helps you do
Silver Club gives you ongoing access to winery-specific financial guidance — so you’re not trying to solve everything on your own.
This is where Step 3 comes to life: using your numbers to make better decisions — not just understand them.
What members actually use it for
QuickBooks questions
unusual transactions
pricing and margin decisions
cash flow questions
cleanup issues
inventory and costing follow-up
“Is this normal?” questions
Many members say hearing other people’s questions is one of the most valuable parts — because they’re often the same questions they had, but didn’t know how to ask.
This isn’t theory — it’s help with what’s actually happening in your winery.
Is the Silver Club right for you?
Silver Club is built on the foundation of the Fundamental Five course. To get the most out of membership — and to make sure everyone is working from the same framework — the Fundamental Five is a prerequisite.
If you haven't started the Fundamental Five course yet, that's the right place to begin.
If you have completed the Fundamental Five course, this is a strong fit if:
your winery is under ~10,000 cases
you don’t have ongoing financial leadership
you’re responsible for the numbers but don’t have all the answers
you’ve taken a course and want ongoing support
you want help without committing to private consulting
you’ve ever thought “I just wish I had someone to ask”
What You Get
One low monthy membership - and a place to bring your real questions every month.
Monthly office hours - live Q&A via Zoom
Access to replays
A growing learning library of videos
Monthly mini course + SOP
Ask the CFO - submit questions, get answers
Member discounts
This is designed to give you consistent, practical support — not just more information.
Common questions
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Private consulting costs significantly more — this is a more accessible way to get ongoing guidance.
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Courses teach the system. This helps you apply it as real situations come up.
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They’re not always specialists in small wineries — this is.
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You’ll still learn from other members and the library.
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That’s exactly what this is for.
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No — but many members do.
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Most members aren’t.
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Yes — it’s $75/month, cancel anytime.
Next Office Hours
Sessions are held the last Tuesday of every Month at 10 AM Pacific.
When you join, you’ll get immediate access to the member library and an invitation to the next session.
Join anytime - your first session could be just days away.
What happens after you join
Membership is straightforward - no waiting, no onboarding process.
Immediate access to the member library and replays
Invitation to the next Office Hours
You can start submitting questions right away in the Ask the CFO section on the Silver Club Home Page
Our goal is to help you start using this immediately — and feel supported from day one.
Stop trying to figure it out alone.
If you want a place to bring your questions — and get clear, practical answers this is the next step. The Sliver Club is Step 3 of The Path. If you’re not sure which step is right for you, The Path will show you