120 Stony Point Road Suite 230, Santa Rosa, California, United States of America, 95401
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Upcoming CPE: Winery Financial Budget & Forecast
Join Allen Wine Group for our next Wine CPE - and earn CPE credits in the meantime! This next class will focus on Winery Financial Budget & Forecast. Specifically, you will learn the following:
- Budgeting
- Forecasting
- Cash Flow, including seasonality
- Short-term vs. Long-term
- Software vs. Excel Spreadsheet
You will learn how to successfully anticipate future revenues, profitability, and cash need. Participants are also eligible to earn 4 hours AICPA CPE credits in accordance with NASBA rules and regulations.
This series is developed and led by Timothy Allen, CPA, MS Taxation. As the managing partner of Allen Wine Group, Timothy brings over thirty years of winery finance experience, including five years with a Big 4 accounting firm, fourteen years in winery finance & operations, and sixteen years managing Allen Wine Group.
Learn more here about signing up for this Winery Financial Budget and Forecast CPE!
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 |
|---|---|---|---|---|
| AWG Wine Advisors | 120 Stony Point Road Suite 230, Santa Rosa | California | United States of America | 95401 |
List of Locations
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