Click to view photo gallery
(Listed alphabetically by last name)
Allen Wine Group LLP
1241 Adams St. #1102, St Helena 94574, allenwine.com, 707-968-5089
In January of this year, Tim Allen founded Allen Wine Group, a four-person, full-service CPA firm and business advisory service that works with small to mid-size wineries in California, Oregon and Washington.
Born in Dunkirk, N.Y., Mr. Allen’s family moved to Santa Rosa in 1971 when he was three. He currently lives in St. Helena.
He got into accounting because, he said, “economics and accounting always made the most sense to me.”
“My father said that whatever major I chose I’d have to show him where businesses were hiring for that job in the want ads. I’ve been doing winery accounting and finance my whole career, twenty years, but this is the first year for my CPA firm.”
Before founding his own CPA firm, he was president and chief financial officer of Kuleto Estate Winery. His first position was in the tax department at Deloitte & Touche.
He received a Bachelor of Science in economics at U.C. Santa Barbara and a Master of Science in taxation at Golden Gate University.
He appreciates that he has been able to leverage his fifteen-year history of working at wineries for wine industry CPA firm clients.
Beels Soper LLP
19 Keller St., Petaluma 94952, beels-soper.com, 707-763-3888
Donna Beels, who founded Beels Soper LLP five years ago, spends a large amount of her time volunteering in the community.
“I serve as a board member for the North Coast Builders Exchange and Petaluma Valley Hospital Foundation. I am a member of the Citizen Bond Oversight Committee for Santa Rosa Junior College. I am a member of the peer review committee for the California Society of CPAs.”
She said she studied accounting because she loved business.
“Accounting is the backbone of all business, so I felt accounting would be the perfect discipline to help me better understand business as a whole. Whether you’re selling houses or hamburgers, it is critical to understand cash flows, budgets or tax issues,” she said.
“I focus on small to mid-sized businesses and their owners. My client base ranges in revenues from $250,000 up to $200 million. I provide tax planning and compliance services, management consulting services, as well as financial statement audits and reviews. My industry focus is on real estate, construction, wholesale/retail distribution and nonprofits.”
With more than 20 years in the business, she was previously a director with Pisenti & Brinker LLP.
Her first position was as an auditor for the Auditor General’s Office of the State of Arizona after receiving both a Bachelor of Science and Master of Taxation from Arizona State University.
Born in Worcester, Mass., she grew up in Phoenix and currently resides in Petaluma with her husband and two children.