Allen Wine Group LLP is a full-service accounting & finance CPA firm exclusively for the wine industry. Our firm specializes in the small to mid-size family winery. We offer all the professional services you expect from a CPA firm, including:
advisory services:
- outsourced CFO, controller and accounting work
- strategic and tactical consulting; including finance, production and sales & marketing
- short and long-term financial forecasts, budgets and planning
- sourcing for bank and other lender financing
- buy & sell side consulting
- private placement equity offerings; minority investor solicitation
- company valuations
public accounting services:
- financial statement audits, reviews and compilations
- income tax preparation, filing and planning
Our competitive advantages are direct wine industry work experience and complete wine industry focus, at better rates. Timothy Allen CPA, founder & managing partner of Allen Wine Group, has more than twenty years of winery finance experience, including fourteen years working at wineries as controller, CFO, and president, in addition to five years at a Big Four CPA firm serving winery clients. Tim brings his hands-on winery work experience back to his CPA firm model, allowing winery clients both large and small the opportunity to leverage this experience.
Allen Wine Group LLP is located in St Helena, CA and provides services to the wine industry in all California, Oregon and Washington locations.
