Memberships for small winery managers

Run a profitable small winery

As a small winery owner, you don’t have the luxury to have a full-time bookkeeper on staff. Or maybe you’ve hired a bookkeeper, but they are not acquainted with the complexities of the wine industry. Our memberships provide you with the continuous and year-round support you need to operate your business profitably.

You don’t need a business degree to run a successful winery

QB Winery Solutions was created by a small business owner and reluctant bookkeeper who understands what it takes to overcome financial complexities and set your business up for success.

Support for small wineries

  • Copper Club

    Free introduction to QuickBooks for small wineries.

    • QuickBooks 101

    • Costing in 6 min

    • Reports 10

    • Members only Q&A forum

    Free | Sign up

  • Silver Club

    CFO guidance in a group setting.

    • QuickBooks 101

    • Costing in 6 min

    • Reports 101

    • Silver members Q&A forum

    • Exclusive advanced content

    • Office hours – 1hr group time

    • 25% off all consulting hours

    $75/mo | Sign up

  • Gold Club

    Free introduction to QuickBooks for small wineries.

    • Costing in 6 minReports 101

    • Silver members Q&A forum

    • Exclusive advanced content

    • Office hours – 1hr group time

    • 25% off all consulting hours

    • Monthly 90min Mastermind group session

    • 25% off all consulting hours

    • Private slack channel

    $147 | By Invitation

Simplifying bookkeeping for small wine producers

If your winery produces less than 10,000 cases per year, you probably fill the role of Bookkeeper and Chief Revenue Officer on top of being accountable for producing great wine. Unfortunately most of the financial experts out there don’t understand the complexities of running a small winery. And, all the other business programs for the wine industry address the needs of much larger wine operations.

FAQs

  • Yes you can! I started out as a pastry chef, then became a restaurant owner, and am now a Consulting CFO. I designed these courses for folks who don’t necessarily have a financial degree or background. The knowledge that has been poured into this program comes from years of working for small businesses, and learning the complexities of the winery business. If I can do it, so can you.

  • That depends on how big the mess is in the first place. While you are learning new procedures, your business needs to keep moving forward. It's like you are trying to turn around a freight train. Additionally, many procedures such as club runs, bottle runs, and crush are seasonal, so it could take up to a year to get you to a place where you can completely understand and trust your financials and start learning how to make strategic decisions based on them.

  • We recommend everyone start with the Discover QuickBooks course for an overview and to see both what to do and what not to do.

    If you need step-by-step instructions to transform your QuickBooks file, then the next course is to take the Fundamental Five course. If your costing is not correct or you don't have a CFO, take the Costing Book Checklist course to learn how to calculate the True Cost of your wine.

    Once you have the fundamentals in place, you can join our Silver Club where you will learn to become more strategic about your business decisions.