Subscribe to our Perspective Blog Sign up for our eNewsletter:
BD Co Brotemarkle Davis & CO. LLP Putting People First Putting People First
 
 

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.

The Hoffman Group
Part time CFO and Controller Services
707-483-5678

Farella, Braun & Martel
Business Attorneys
707-967-4000

Meibeyer Law Group
Business Attorney
707-963-7703

Frank Toller
Attorney - Estate Planning
707-963-5547

Gagen McCoy
Attorney - Tax
707-963-0909

Silicon Valley Bank
Wine Industry Banking
707-967-1367

WISE Academy
Wine Industry Sales Education
1-877-740-WISE (9473)

Gaw Van Male
Attorneys - Business & Estate Planning
707-252-9000

First Republic Bank
Wine Industry Banking
707-968-0988

Bank of America, Santa Rosa
Wine Industry Banking
800-850-9620

Wells Fargo, Santa Rosa
Wine Industry Banking
707-584-3165

Betty McGraw
Wine Industry Accountant
707-965-2477

Sue Freeland
Wine Industry Bookkeeper
707-738-5487

Tami Gallant
Wine Industry Bookkeeper
707-246-4569

Payroll Masters
Payroll Processing Specialists
1.800.963.1428

St. Helena Insurance
Insurance
707-963-3684

alliantgroup, LP
R&D, EXPORT AND OTHER SPECIALIZED TAX CONSULTING
800-564-4540