Step 3 of The Path | Silver Club
Use your numbers to make better decisions
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
from your bookkeeper
from something you learned in a course
from Googling
or from trial and error
And even when you’ve made progress, new questions keep coming up.
Silver Club gives you a place to bring those questions — and get clear, practical answers from someone who understands small wineries.
Why it’s easy to get stuck — even after you’ve done the work
Even after you’ve cleaned up your books or taken a course, the day-to-day questions don’t stop.
Things come up like:
“How do I handle this?”
“Does this look right?”
“What should I focus on next?”
“Is this normal for a winery like mine?”
And without someone to ask, it’s easy to:
second-guess your decisions
put things off
default to doing nothing
That’s where most wineries get stuck — not because they don’t care, but because they don’t have ongoing support.
What 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 Silver Club right for you?
Silver Club is for small wineries that don’t have regular financial guidance — but still want expert support on their numbers.
It gives you access to the kind of financial guidance larger wineries get from an in-house finance lead — in a format that fits a small team.
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
If you’ve ever thought, “I just wish I had someone to ask,” this is for you.
What’s included in Silver Club
monthly office hours (live Q&A)
access to replays
a growing learning library
monthly mini course + SOP
Q&A support between sessions
member discounts
This is designed to give you consistent, practical support — not just more information.
How this works — and how it’s different
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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.
What happens after you join
you’ll get immediate access
you’ll be invited to the next session
you can start asking questions right away
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.