The Fundamental Five Courses
Clean up your books and set your winery up for financial success
Our process begins with organizing your QuickBooks file to ensure accuracy. Whether you require assistance with costing or guidance from our CFO services, precise information is essential. We've developed a system for setting up QuickBooks (desktop or online) tailored to the needs of small wineries. This system generates the necessary reports for management review.
Efficient transaction recording is crucial for useful and accurate reports. While there are various methods, utilizing specific features is key. Many wineries initially adopt procedures that suffice but encounter challenges or cumbersome bookkeeping as they expand.
Why QuickBooks? Because it works. It’s flexible for our needs. It’s cheaper than AMS. You don’t need a department of accounting professionals to run the program.
We call our system the Fundamental Five.
These are the 5 processes that must be set up so that your can create useful and accurate reports.
What is the Fundamental Five?→
The foundation of your winery finances.
“I wish I had done The Fundamental Five couse when I first bought my winery.”
— Joann C.
3 Ways you can do the Fundamental Five
As small winery finance and strategy specialists, we make it our mission to meet winery owners where they are in their business journey. The Fundamental Five is always the first step and we’ve created three ways you can implement it. Let us help find the right one for you!
-
Fundamental Five, Self Paced
Best for Startups and folks with a “virgin” file. Easily set-up the file and get started. Instructions for QB PC Desktop and QB Online
Over 20 hours of instruction
Instant access
Forum to post questions
Unlimited lifetime access
SOP (Standard Operating Procedure)
-
Fundamental Five, Cohort
Ideal for folks who like to learn in a group setting. 6-week program, with meetings twice a week. All sessions are recorded. Next Cohort begins Oct 28th
Over 20 hours of instruction
Instant access
Forum to post questions
Unlimited lifetime access
SOP (Standard Operating Procedure)
12 live sessions via Zoom
Get feedback and learn from others
-
Fundamental Five, Cohort with Coaching
Best for folks who have a big mess, or complications that you want to discuss in private. The add-on coaching to the Cohort will help you navigate those murky-accounting waters.
Over 20 hours of instruction
Instant access
Forum to post questions
Unlimited lifetime access
SOP (Standard Operating Procedure)
12 live sessions via Zoom
Get feedback and learn from others
3 hours private coaching via zoom
Forever access to your coaching sessions