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BD Co Brotemarkle Davis & CO. LLP Wine Industry Accountants
 
 

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

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

Meibeyer Law Group
Business Attorney
707-963-7703

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

Shauna MacKenzie
Wine Industry Bookkeeper
(707) 637-6753

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