120 Stony Point Road Suite 230, Santa Rosa, California, United States of America, 95401
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:
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
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.
Business health begins with solid, accurate financial reporting and analysis.
Let our Compliance team shoulder the burden of complex, ever-changing state and federal wine industry regulations.
We provide strategic tax planning, find tax saving opportunities, and file your tax returns for you and your business.
Title | Name | Phone | Extension | |
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Managing Partner | Timothy Allen | tim@allenwine.com | (707)-320-7730 |
Locations | Address | State | Country | Zip Code |
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Allen Wine Group | 120 Stony Point Road Suite 230, Santa Rosa | California | United States of America | 95401 |