Principal
AWG Wine Advisors
Timothy Allen CPA & MST, principal of AWG Wine Advisors, 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 fifteen years leading AWG Wine Advisors, formerly Allen Wine Group. Timothy began his career at Deloitte in San Francisco in both audit and tax serving wine clients. From there he went on to become controller, CFO and president at wineries including Kendall-Jackson, Sonoma-Cutrer, Robert Mondavi, Rosenblum Cellars, and Kuleto Estate. In 2010 Timothy founded AWG Wine Advisors, a wine industry CPA firm.
As traditional CPA firms seek new revenue streams, expanded service offerings, and deeper ways to support their clients, CAS has emerged as a leading path for growth. This session will explore the key elements of building and scaling a niche CAS practice.