providing personalized solutions is what we do best
At Coastal Oaks Business Solutions, our mission is to provide exceptional and customized financial and business solutions that meet the needs and challenges of individual wine and agricultural businesses.
A team as dedicated to your business as you are
With 40+ collective years of experience, the Coastal Oaks Business Solutions team is a group of seasoned financial minds led by owner, Tim Graven. The team includes Controllers and Accountants whose experience spans globally across many different industries. Our personalized approach allows us to get a 360 degree view of your business needs, no matter how big or small they are.
From bookkeeping to financial planning and HR and C-suite operations, our team is ready to help deliver results to help your business grow and prosper.
tim graven
Tim is the fearless leader of Coastal Oaks Business Solutions. Across his impressive 35+ year career, Tim has worn many hats across many industries at companies of all sizes.
He started his career in the business world working his way up at a large oil company before pivoting to work for small to medium-sized businesses. His resume includes auditing and consulting work at the CPA firm, RSM as well as CFO, COO, and CSO positions for a variety of companies in the fresh produce, frozen food, tech, non-profit, and wine industries.
When Tim isn’t punching numbers he enjoys spending time with his kids, grandkids, watching sports, getting outdoors, playing golf, and wine tastings.
Douglas Circle
President, Circle Vision
personalized service, no matter your business need
Initial consultation & planning
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.
execute
After you sign off on your plan, we get to work on all the deliverables so you can focus on your business.
observe & optimize
Upon execution, we will continue to monitor and optimize different elements of your plan where necessary
Celebrate
You’ll be ready to toast to your business’s success knowing your financials and operations are in a tip top shape.
Ready for your complimentary consultation?
