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Winery Financial Budget & Forecast

Jun 26, 2025 by: Timothy Allen Allen Group LLP
This class prepares you to successfully anticipate future revenues, profitability, and cash need. Every winery CFO and controller needs both to know and to communicate the future of their winery economics. Specifically, this course will focus on the following: • Budgeting • Forecasting • Cash Flow (including seasonality) • Short-term v. Long-term • Software v. XL Spreadsheet This class is developed and led by Timothy Allen, CPA, MS Taxation. As the managing partner of Allen Wine Group, Timothy brings over thirty years of winery finance expertise, including five years with a Big 4 accounting firm, fourteen years in winery finance & operations, and sixteen years managing AWG.
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