Our Wine Industry Expertise Will Help Your Business Grow

Allen Wine Group is a wine industry client advisory services (CAS) firm offering CFO, accounting and bookkeeping services to the wine industry. Our competitive advantages are direct wine industry work experience and wine industry focus at reasonable rates. Timothy Allen, managing partner of Allen Wine Group, has more than thirty years of winery finance experience, including fourteen years working at wineries as controller, CFO, and president, in addition to five years working at a Big Four CPA firm serving winery clients. All management and staff of Allen Wine Group have the wine education and wine industry work experience to get the job done.

Trusted Financial Advisory Services

Our expert advisors will help you chart the right course for your business.

Like most small businesses, wineries experience complex financial decisions and situations that require expertise which may fall outside the educational or professional background of the owners or employees.

Client advisory services and client accounting services both vary in scope and complexity. From financial reporting and process improvement to advice on how to access additional capital to help grow the business, we can help. Whether you’re acquiring another winery or integrating an acquisition, navigating a lawsuit or restructuring your organization, you need a team of professional accounting and wine compliance experts to guide you.

The advisory services from Allen Wine Group provide trusted, specialized financial advice to help you clearly understand your options, opportunities and exposures.

CPA Prepared Financial Statements

Financial statements published by Allen Wine Group qualify under American Institute of Certified Public Accountants (AICPA) code Statement on Standards for Accounting and Review Services (SSARS) 21 Section 70, “CPA Prepared Financial Statements.” This is a valuable service to assist in business loan applications, bank loan covenant reporting, investor reporting, or a business acquisition.

Your financial statement provides a detailed overview of the financial health of your business. Ensuring an accurate financial statement is critically important as it provides an overview of your company’s financial performance, debt, and cash flow.

All financial statements comply with General Accepted Accounting Principles (GAAP) unless another form of accounting is requested.


  • Do you know your cost per gallon, cost per case and gross margin per SKU?
  • Is your current bookkeeping system antiquated or difficult to use?
  • Do you want accurate accounting data, to receive financial information faster, to understand your business better, all without paying any more than you do now?

The bookkeeping team at Allen Wine Group is a team of educated and experienced accountants who provide bookkeeping services to the wine industry. The team is managed by CPAs with decades of hands-on experience in accounting and finance. At Allen Wine Group, we believe that technology plays an important role in bookkeeping, but we also know that computers can’t replace the value of education, experience, and judgment by the accountant performing the work.

Collateral Audits

Allen Wine Group offers winery collateral audits as a service for our banking partners, to evaluate and measure the asset collateral and risk for winery for winery loans. With our expertise, we can deliver detailed and insightful analysis of a winery’s collateral value before loan extensions or other financing options are authorized.  We understand collateral risks in asset-based lending and recognize that lenders need to know wineries have sufficient collateral to cover outstanding borrowings.

By conducting a thorough collateral audit, lenders can gain insight into the winery’s overall financial health, which informs their decision-making regarding financing. Ultimately, the collateral audit is a critical tool that assists lenders in managing their risk and ensuring that loans are appropriately secured.

When it comes to working with the Allen Wine Group, the advantages are clear. Our team of professionals has extensive accounting experience at the highest level of the industry, with experience working at wineries in Napa and Sonoma, as well as serving as auditors at prestigious CPA firms like Deloitte, and Moss Adams and Dal Poggetto.