unearth your company's financial success

Coastal Oaks Business Solutions provides specialized financial and operations consulting services for wine and agricultural businesses in California’s Central Coast and beyond.

vineyard with mountains in the background
Our personalized approach to financial, accounting, and operations services maximize the potential profitability of your business so you can focus on what you do best - cultivating outstanding products.
our team

Expert guidance you can trust

At Coastal Oaks Business Solutions, we pride ourselves on our ability to listen to our clients’ nuanced business needs in order to provide a completely customized plan, tailored to their industry, so they can fast track the path of profitability.

With 40+ collective years of financial, accounting, and consulting experience, our team is dedicated to providing innovative solutions with a collaborative approach that meet our clients’ needs for their businesses today and years to come.

the desk of tim graven, owner of coastal oaks business solutions
"Tim has done a great job with Tooth and Nail, securing financing and adding expertise to our Accounting Department. His extensive experience and knowledge of our industry, large and smaller wineries has been invaluable to us. His personal touch makes it easy to work with him."

Rob Murray

Owner, Tooth & Nail Wine Company

our services


You’ll be able to stay focused on running your business while we maintain the accuracy and organization of your financial records.

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Our services

accounting and controller services

You’ll have peace of mind knowing the financial health of your business to confidently make informed and strategic decisions.

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our service

c-level services

We bring a holistic and integrated approach to decision-making, considering various aspects of your business, and strategic vision that aligns with your organization's goals as they relate market trends and competitive landscapes, ensuring long-term sustainability and profitability.

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our services

operations consulting

Scaling a business can be a daunting task when proper operations aren’t in place. We’ll provide expert guidance based on your business’s specific situation to establish systems and processes to help your business thrive.

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our process

crafting financial success, one crop at a time

Step 1

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assess & plan

On your initial consultation call we focus on learning about your whole business and what your needs and challenges are. From there we formulate a customized plan of services you’ll need.

Step 2

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After you sign off on your plan, we get to work on all the deliverables so you can focus on your business.

Step 3

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observe & optimize

Upon execution, we will continue to monitor and optimize different elements of your plan where necessary

Step 4

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You’ll be ready to toast to your business’s success knowing your financials and operations are in a tip top shape.

get in touch
bottles of wine in a wine cellar
Contact us

Request a personalized Consultation

You can contact our team through the form below or give us a call. We look forward to helping you grow your business!

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