Horseshoe Bay, TX | January 13 – 15th
We are the premium wine industry CPA firm offering a full range of services including advisory, accounting, tax, compliance and assurance services.
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 perform Audit, Review, Compilation, CPA Prepared, and Quality of Earnings work for your winery, lender or investors.
We provide strategic tax planning, find tax saving opportunities, and file your tax returns for you and your business.
Complex decision making requires financial expertise. We offer wineries high level industry advice and assistance you will need.
EXPERT BUSINESS GROWTH PARTNERS FOR REMARKABLE WINERIES
It is so much better having AWG handle finance for a company my size. Their expertise, knowledge and team gives us multiple perspectives for making decisions.
— M. Jones
San Marcos, TX | March 3 – 4th
120 Stony Point Road Suite 230
Santa Rosa, CA 95401
Brent is a seasoned professional with a wealth of experience in the wine industry, having worked extensively with both small and large wine companies. Presently, he collaborates with closely held private wineries, providing fractional controller and CFO services that cater to their unique needs.
Brent's career journey has been marked by a diverse range of experiences. He began at Moss Adams, where he closely partnered with wineries and food manufacturing companies in California and across the United States. In this role, he delivered assurance and a spectrum of professional services to a variety of privately held companies, honing his expertise in the field.
Subsequently, Brent transitioned into multiple financial roles within both large wine enterprises and small, family-run businesses. This varied background equips him with a distinctive perspective, allowing him to contribute significant financial and operational value to the clients he serves.
Brent's professional ethos revolves around building strong client relationships and helping them navigate the dynamic and ever-evolving wine industry. His deep-rooted understanding of the sector makes him a valuable asset in steering wine businesses toward continued success.
Timothy Allen, CPA, managing partner of Allen Wine Group, has more than thirty years of winery finance experience, including five years with a Big 4 CPA firm, fourteen years working in operations and finance at wineries, and fourteen years leading Allen Wine Group.