Allen Wine Group (@allen-wine-group)

120 Stony Point Road Suite 230, Santa Rosa, California, United States of America, 95401

http://www.allenwine.com/

(707) 320-7730

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Date Change! 6/26 Wine CPE now 7/10

June 25, 2025

Last-Minute Date Change!  There's Still Time to Sign Up for this Upcoming For-Credit Wine CPE Class, now July 10th!

Upcoming CPE Class from Allen Wine Group

What: Winery Financial Budget & Forecast

When: Thursday, July 10, 2025 | 8 AM - 12 PM PST

Where: AWG Santa Rosa Office or Online

Speaker: Timothy Allen, CPA, MS Taxation, & Managing Partner of AWG

Credits Earnable: 4 Hours of AICPA CPE

Please join Allen Wine Group for our next CPE class on Winery Financial Budget & Forecast.  This course will focus specifically on the following:

  • Budgeting

  • Forecasting

  • Cash Flow, including seasonality

  • Short-term vs. Long-term

  • Software vs. Excel Spreadsheet

In this class covering all aspects of winery financial budget and forecasting, 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 expertise, including five years with a Big 4 accounting firm, fourteen years in winery finance & operations, and sixteen years managing Allen Wine Group.


For more information, check out the event on Eventbrite, our website, or email samantha@allenwine.com.

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

CFO & Business
Advisory

We are the perfect partner to maximize growth and success.

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 Email 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