THE FINANCIAL ADVOCATE FOR REMARKABLE WINERIES

CPA Winery education series

We invite you to deepen and expand your knowledge of wine industry finance, accounting and best practices by attending one of our educational courses. Check out our current and upcoming offerings to make new industry connections, learn about the latest value-added processes and procedures and acquire the tools and knowledge necessary for success.

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 AICPA CPE credits in accordance with NASBA rules and regulations.

The series is developed and led by Timothy Allen, CPA, MS in 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 and operations, and fourteen years at the helm of Allen Wine Group.

MEET OUR TEAM

We are the experts you can trust to maximize your winery’s growth and success.

WHAT WE DO

We utilize our extensive financial and work experience in the wine industry to help you chart the best course for your business.