Your fractional CFO for owner-operated wineries.

Discover

See where you stand in the market.

Where every tracked Central Coast winery ranks, who is gaining and losing ground, and the AI-visibility leaderboard that decides who shows up in a ChatGPT trip plan. It reads the market, not your operation.

Wine Country Intelligence Report: a quarterly digital-performance benchmark of your county. You walk in knowing where you rank and which way the market is moving before you price next year's release, without compiling the county benchmark yourself. See the report below →

Diagnose

Understand your own business, in depth.

Exactly where attention and margin leak across club, tasting room, DTC, and distribution.

Website Audit: a three-layer read (classical search, answer-engine, generative AI) of your customer-acquisition surface. Every finding carries severity, evidence, a recommendation, and the expected outcome. The punch list. You leave with a severity-ranked fix list and the order to work it, instead of piecing the problem together yourself from scattered opinions. View a sample (PDF) →

Website Audit Pro: the Audit plus the synthesized diagnosis. Fix-sequencing, the entity and citation problems the rules cannot reach, and a strategic read. The diagnosis, not just the list. You leave knowing which fixes to make first because they compound, the sequencing done for you rather than left as a list to prioritize on your own.

Buyer Alignment Audit: the customer your public properties actually attract versus the one you want, classified three ways, with the unit-economics implications of the gap. You leave able to name the customer you are actually drawing in and what the mismatch is costing you, without running that analysis yourself.

Full Business Diagnostic: the whole-business read. 13 findings across every channel, the opportunity sized across five to seven levers, and a 90-day roadmap. It sizes any upside in your own numbers, so what you stand to gain is measured against your business rather than a benchmark, and the whole-business read is assembled for you instead of pieced together across a dozen spreadsheets and meetings.

Monitor

Keep an eye on it, every month.

Drift caught before it shows up in your bookings.

Monitor: a monthly scorecard on your own surface against the winery dimension framework, drift-watch alerts (search and AI, reputation, discoverability, schema, social cadence), and a monthly digest with one to three actions. It takes the monthly report off your plate, the data-pulls and the "how are we doing" write-up your staff now lose hours to, and catches drift the month it starts instead of at the annual rollup.

$400/mo, or $4,000/yr (the annual includes the Wine Country Intelligence Report).

Monitor Plus: everything in Monitor plus the cohort overlay. Four named peers tracked against you, peer-movement and AI-visibility and pricing-drift alerts, written analyst commentary, a visual-asset inventory, and the top three actions for the month. The richest read we sell without a retainer. It replaces the manual peer research and the cohort-retention analysis your club manager would otherwise hand-build, and hands back the analyst read on the three things to do this month. View a sample briefing (PDF) →

$600/mo, or $6,000/yr (the annual includes the Wine Country Intelligence Report).

Only 86 of 175 Santa Barbara County wineries were AI-visible last quarter, per the Q1 2026 Wine Country Intelligence Report. The visible 86 keep widening the gap. Monitor tells you which side you are on.

Advise

Put a CFO in the room.

The pricing, club-retention, allocation, and capital decisions too expensive to make alone.

Engage: senior CFO judgment and the intelligence engine alongside your team, on a retainer. A monthly strategic-oversight call, a quarterly review with a refreshed 90-day roadmap, and Monitor Plus included. It carries defined service commitments, with the specifics and how they are measured set in your engagement letter, so the work is structured around the decisions that move your business, not just activity. It also lifts the data-pulls, the agency status reviews, and the "what does this mean" memos off the owner's desk, the eight to fifteen hours a month that should go to winemaking and allocation calls. You keep your books; we are the CFO in the room.

Manage: we run the finance function outright. Close, cash, books, dashboard, and the finance-project library as recurring work, with Scott as your fractional CFO. Your finance function runs without you: the close, the cash, the dashboard, and the multi-tab distributor reconciliation, all handled. Every major pricing, club, and capital call gets CFO judgment before you make it. We own the books.

The line between Engage and Manage is who owns the books.

Ad hoc

Hand us the project, scoped to the work.

The one-off builds and analyses that do not fit a subscription. We scope the work, price it to the scope, and own delivery end to end.

Website builds: a new site engineered for the way buyers actually find you now, classical search, answer engines, and AI. You leave with a property that converts trip-planners and club prospects, built and shipped for you instead of managed through an agency on retainer.

Wine club pricing analysis: what your tiers, allocations, and shipment cadence are actually earning per member, and which tiers are priced below what that membership is worth. You leave knowing what to charge and how to structure the tiers, the modeling done for you rather than guessed at over a spreadsheet.

Process redesign and automation: the manual, repetitive internal work, the reporting, the reconciliations, the hand-offs between systems, rebuilt and automated. You get hours back every month and a process that does not break when a key person is out.

Other project work too. If it has a defined scope, we can price it and own delivery.