120 Stony Point Road Suite 230, Santa Rosa, California, United States of America, 95401
Feeds
Wine Financial Group Meeting
Event Type: Seminar
Event Date: 05/21/2025
Location: Goosecross Cellars
Please join us at Goosecross Cellars for our next Wine Financial Group meeting, Wednesday, May 21st at 4-6pm. We will hear from Nova Cadamatre, Master of Wine and Founder & CEO of Trestle Thirty-One Wine and former Director of Winemaking at Robert Mondavi Winery. Globally recognized as one of the most innovative winemakers today, we are excited to hear what our speaker has to share about the ever-evolving wine business of today and tomorrow.
We are also pleased to announce that the AWG Wine Financial Group will be partnering with the WFG operated by Women for WineSense for this meeting and future meetings.
Visit our website here for more details.
CPA Wine Business CPE Series - Part 3/3: Winery Financial Budget & Forecast
Event Type: Seminar
Event Date: 06/26/2025
Location: 120 Stony Point Road #suite 230 Santa Rosa, CA 95401
This education series is designed for professionals at all levels, from newcomers to the wine industry to seasoned executives. Whether you’re a winery accountant aiming for your next promotion, an experienced CFO looking to benchmark your expertise, or a banker, attorney, or CPA seeking deeper industry insights, this series provides valuable knowledge tailored to your needs.
Covering every aspect of the wine business, including production, sales and marketing, finance, and administration, the series offers a comprehensive understanding of winery operations.
Participants are eligible to earn 8 AICPA CPE credits in accordance with NASBA rules and regulations.
The series is developed and led by Timothy Allen, CPA, MST. As the managing partner of Allen Wine Group, Timothy brings over thirty years of winery finance expertise, including five years with a Big 4 accounting firm, fourteen years in winery finance and operations, and fourteen years leading Allen Wine Group.
This specific course on Winery Financial Budget & Forecast, the third in the three-part series, will focus on the following:
- Budgeting
- Forecasting
- Cash flow, including seasonality
- Short-term v. Long-term
- Software v. XL Spreadsheet
This course prepares you to successfully anticipate future revenues, profitability and cash need. Every winery CFO and controller needs to know and communicate the future of their winery economics.
Participants may attend in person at our Santa Rosa office or attend online.
Thursday, June 26 · 8am - 3:30pm PDT
CPA Wine Business CPE Series: Wine Inventory Cost Accounting
Event Type: Seminar
Event Date: 05/27/2025
Location: 120 Stony Point Road #suite 230 Santa Rosa, CA 95401
This education series is designed for professionals at all levels, from newcomers to the wine industry to seasoned executives. Whether you’re a winery accountant aiming for your next promotion, an experienced CFO looking to benchmark your expertise, or a banker, attorney, or CPA seeking deeper industry insights, this series provides valuable knowledge tailored to your needs.
Covering every aspect of the wine business, including production, sales and marketing, finance, and administration, the series offers a comprehensive understanding of winery operations.
Participants are eligible to earn 8 AICPA CPE credits in accordance with NASBA rules and regulations.
The series is developed and led by Timothy Allen, CPA, MST. As the managing partner of Allen Wine Group, Timothy brings over thirty years of winery finance expertise, including five years with a Big 4 accounting firm, fourteen years in winery finance and operations, and fourteen years leading Allen Wine Group.
This specific course on Wine Inventory Cost Accounting, the second in the three-part series, will focus on the following:
- Vineyard
- Winery
- Traditional bulk wine rollforward
- Standard cost accounting
- Other cost accounting topics
- Hands-on examples: A complete walkthrough for each scenario
This course covers all aspects of wine inventory cost accounting, including both theory and practical examples. You’ll learn not just how to perform cost accounting correctly, but how to communicate the information to your team effectively.
120 Stony Point Road #suite 230 Santa Rosa, CA 95401
CPA Wine Business CPE Series: Wine Business
Event Type: Seminar
Event Date: 04/22/2025
Location: 120 Stony Point Road #suite 230 Santa Rosa, CA 95401
This education series is designed for professionals at all levels, from newcomers to the wine industry to seasoned executives. Whether you’re a winery accountant aiming for your next promotion, an experienced CFO looking to benchmark your expertise, or a banker, attorney, or CPA seeking deeper industry insights, this series provides valuable knowledge tailored to your needs.
Covering every aspect of the wine business, including production, sales and marketing, finance, and administration, the series offers a comprehensive understanding of winery operations.
Participants are eligible to earn 8 AICPA CPE credits in accordance with NASBA rules and regulations.
The series is developed and led by Timothy Allen, CPA, MST. As the managing partner of Allen Wine Group, Timothy brings over thirty years of winery finance expertise, including five years with a Big 4 accounting firm, fourteen years in winery finance and operations, and fourteen years leading Allen Wine Group.
This specific course on Wine Business, the first in the three-part series, will focus on the following:
- Vineyard
- Winery
- Sales & Marketing
- Accounting & Finance
This course will walk through each function and department at a vineyard & winery. You’ll learn about how grapes are grown, how wine is made, what wholesale and DTC salespeople experience, and how to account and financially plan for all of it. We believe it’s important to understand all aspects of winery business if you wish to succeed in winery accounting. Note: there is little inventory cost accounting material in this class.
Participants may attend in person at our Santa Rosa office or attend online.
Tuesday, April 22 · 8am - 3:30pm PDT
Premium CPA Firm Offers Full Spectrum Financial Accounting Services Focused Specifically on Wine Industry
With more than 15 years of financial acumen housed in a team of 20 professionals that includes seven licensed CPA’s steeped in wine industry know-how, the Allen Wine Group (AWG) is the premiere CPA firm poised to take the global wine business to the next level.
“We work in only one industry: wine,” confirms founder and managing partner Timothy Allen. “Most of our employees worked at a winery before coming to AWG, which gives us the rare experience of being on both sides of the desk. That unique understanding allows us to give our customers exactly what they need to succeed.”
Allen Wine Group offers a comprehensive range of financial oversight services to wine industry businesses, specializing in:
- Fractional CFO and controller work
- Full-service accounting and bookkeeping
- Business advice & strategy
- Winery performance audits
- Winery compliance
- Income tax services
- Audit, review and compilation reports
- CPA-prepared financial statements
- Wine Industry CPE classes and credits
In addition to providing a complete financial management package, AWG prides itself on working with its clients to create customized solutions in order to ensure their profitability and success.
“Our winery clients become more profitable when they work with us than they were before, even with our cost factored in,” notes Allen. “One significant area of our expertise is strategic planning and financial forecasting. These are the tools that allow us to help our customers create profitability and cash flow.”
AWG is laser-focused on client advocacy.
When a client’s business is facing an audit or financial performance review, AWG steps in as a liaison to make the process as smooth as possible.
Additionally, the company regularly participates in Boards of Directors and Shareholders meetings to speak actively on behalf of management in support of current and future strategic plans.
AWG provides treasury management services, including debt and interest rate management, and is also active in providing support work for mergers, acquisitions and divestitures for its clients.
As Allen points out, “If you want to sell, we’ll help you get the highest value. If you want to buy, we’ll perform the analyses that can prove the decision.”
As technological breakthroughs continue to have an impact on overall business efficacy, AWG is steeped in the latest IT advances and systems that are geared toward the unique world of wine industry finance and accounting.
“We work with fifty wine clients now; we’ve worked with hundreds in our fifteen year history,” asserts Allen. “We seek and continue to implement new and better best practices constantly."
“Our mission is to help our clients do better financially and organizationally so they can get what they need to be successful in an extremely competitive market.”
For more information and to contact the Allen Wine Group, go to https://allenwine.com.
Allen Wine Group Wine Accounting Accounting Financial Management Bookkeeping Winery Compliance Tax Services CPA
About
Your Best Competitive Advantage
We are the premium wine industry CPA firm offering a full range of services including advisory, accounting, tax, compliance and assurance services.
With decades of direct wine industry experience, our team of innovative financial advisors provides creative customized solutions to meet your strategic and financial needs.
Our expert financial oversight and experience will get your finances in shape so you can lean into a strategy for thoughtful growth. We speak your language and have the industry contacts, relationships, strategic know-how and “been there, done that” mentality you need to take your business to the next level.
What We Do
Full Service Accounting
Business health begins with solid, accurate financial reporting and analysis.
Wine Compliance
Let our Compliance team shoulder the burden of complex, ever-changing state and federal wine industry regulations.
Tax Services
We provide strategic tax planning, find tax saving opportunities, and file your tax returns for you and your business.
Contact
Contact List
| Title | Name | Phone | Extension | |
|---|---|---|---|---|
| Managing Partner | Timothy Allen | tim@allenwine.com | (707)-320-7730 |
Location List
| Locations | Address | State | Country | Zip Code |
|---|---|---|---|---|
| Allen Wine Group | 120 Stony Point Road Suite 230, Santa Rosa | California | United States of America | 95401 |
List of Locations
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