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Preferred Providers
As specialists in the wine industry, we’ve invested a great deal of time and energy in perfecting a unique set of skills. But we can't do everything. That's why we partner with key service providers -- in areas like financial planning and legal counseling, direct to consumer sales training, banking, and insurance.
Let us know if you need special assistance so we can personally connect you with one of our trusted associates.
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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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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Shauna MacKenzie
Wine Industry Bookkeeper (707) 637-6753
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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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