- OUR TEAM -
Sandy and Gina are active CPAs and their experience includes working with private and public companies in a variety of industries, but most significantly in the wine industry. Their experience includes performing audits, reviews, prepared financial statements, business acquisition projects, operational integration with accounting and finance, forecasting, inventory costing, implementing strong internal controls and accounting processes, and general overall accounting and reporting.
EDUCATION
Bachelor of Science, Accounting, Santa Clara University, Santa Clara
WORK EXPERIENCE
- Allen Wine Group, Senior Manager 2015–2018
- J Vineyards & Winery, Director of Finance & Accounting, 2010–2015
- Moss Adams, Audit Senior Manager in Wine Practice 2004–2010
- KPMG, Staff through Audit Senior Manager, 1997–2004
SANDY O'SHEA, CPA
EDUCATION
Bachelor of Science, Agricultural Business, California Polytechnic State University, San Luis Obispo
WORK EXPERIENCE
- Allen Wine Group, Senior Manager 2011–2018
- Moss Adams, Staff Accountant through Audit Manager in Wine Practice, 2005–2011
- Matson & Isom, Staff Accountant 2003–2004
GINA CARTE, CPA
BINA PATEL, CPA
EDUCATION
Bachelor of Science, Business Administration, Accounting concentration, California State University, Hayward
WORK EXPERIENCE
- AmeriCan Adventures Travel, Inc., Financial Controller, 2010-2020
- Moss Adams LLP, Assurance Manager through Assurance Senior Manager, 2004-2010
- Pisenti & Brinker LLP, Staff Accountant through Manager, 1997-2004
PHIL BORGMEYER
EDUCATION
Bachelor of Science, Accounting & Computer Science, Missouri State University, Springfield
WORK EXPERIENCE
- Golden State Cider, Director of Finance, 2020-2022
- Goosecross Cellars, Chief Financial Officer, 2017 – 2019
- Frank Family Vineyards, Chief Financial Officer, 2003 - 2016
AJ DELSUC
EDUCATION
Bachelor of Science, Business Administration, Finance concentration, Sonoma State University, Rohnert Park
WORK EXPERIENCE
- AmeriCan Adventures Travel, Inc., Staff Accountant, 2015-2020