
Welcome
Quick Start Guide
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Step 1
Complete your Intake Form so we can learn more about you and your business
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Step 2
Join the live calls for expert financial strategy and accounting advice to ask questions and develop clarity and confidence to manage your money and increase profits.
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Step 3
Listen and subscribe to the Private Podcast where I answer all your anonymous questions
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Step 4
Book your discounted Introductory Call within the first 30 days of your membership.
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Step 5
Dive into the Viticula ONE Sheet, this is a great place for everyone to start. You will see two versions to meet your diverse needs:
The Table ONE Sheet with Bookkeeping
The Table ONE Sheet without Bookkeeping
The Table Members Exclusive Bonuses:
Bonus 1: Introductory Call
Access to a 30 min Introductory 1:1 call not available to the public to jumpstart your success.
This call has been designed for The Table Members only and serves as a starting off point in your journey to:
Gain clarity on where to start
Learn what KPI’s matter for you
Know YOUR financial health
And have any and all of your specific questions on money in business answered
Bonus 2: Private Menu Access
As an active member of The Table, you’ll have exclusive access to 1:1 consulting and a done-for-you financial forecasting implementation menu.
These offers are available to you to help when you need…
30 minute CFO/Strategy Call: $175 (normally $300)
60 minutes CFO/Strategy Call: $300 (normally $500)
Plan to Profit Intensive: Available year round : $1200 (normally $1800 and only available Q4)
Have Questions or Need Help?
We are here to help! Email The Table Team at team@viticulafinancial.com and we’ll get back to you within 24 hours during normal business hours if you have any questions or need to cancel your membership.