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Gear Up for Growth

With Jean Caragher

For CPA Trendlines

With over 30 years of experience in winery finance and a thriving boutique firm dedicated exclusively to the wine industry, Tim Allen, CPA, shares the journey that led him to carve out this unique niche.

Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive

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Allen’s story began in San Francisco, working for Deloitte, where he unexpectedly found himself immersed in the wine industry. Despite wine not being the most sought-after specialty, it allowed him to remain close to family in Santa Rosa, California, and sparked a passion that would define his career. What started as an unconventional choice evolved into a remarkable trajectory, culminating in the creation of the Allen Wine Group in 2009.

Allen’s firm stands apart for its deep-rooted expertise. Unlike traditional CPA firms that offer a mix of services across industries, the Allen Wine Group is laser-focused on wineries. "We’ve worked in the industry ourselves," Allen explains, emphasizing how this hands-on experience allows his team to serve clients with a unique level of insight and understanding.