Preferred Providers
We’ve invested a great deal of time and energy in perfecting a unique set of skills. This allows us to deliver an unmatched degree of accounting and advisory service that’s highly tailored for the wine and hospitality industries.
We partner with key service providers to cover the areas where we aren't experts -- in areas like financial planning and legal counseling, direct to consumer sales training, banking, and insurance. We’ll never leave you hanging if you need something that falls outside our sphere and will personally connect you with one of our trusted associates for the special assistance you need.
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The Hoffman Group
Part time CFO and Controller Services 707-483-5678
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Farella, Braun & Martel
Business Attorneys 707-967-4000
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Meibeyer Law Group
Business Attorney 707-963-7703
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Frank Toller
Attorney - Estate Planning 707-963-5547
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Gagen McCoy
Attorney - Tax 707-963-0909
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Silicon Valley Bank
Wine Industry Banking 707-967-1367
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WISE Academy
Wine Industry Sales Education 1-877-740-WISE (9473)
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Gaw Van Male
Attorneys - Business & Estate Planning 707-252-9000
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First Republic Bank
Wine Industry Banking 707-968-0988
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Bank of America, Santa Rosa
Wine Industry Banking 800-850-9620
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Wells Fargo, Santa Rosa
Wine Industry Banking 707-584-3165
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Betty McGraw
Wine Industry Accountant 707-965-2477
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Sue Freeland
Wine Industry Bookkeeper 707-738-5487
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Tami Gallant
Wine Industry Bookkeeper 707-246-4569
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Payroll Masters
Payroll Processing Specialists 1.800.963.1428
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St. Helena Insurance
Insurance 707-963-3684
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alliantgroup, LP
R&D, EXPORT AND OTHER SPECIALIZED TAX CONSULTING 800-564-4540
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