About us
Expert Financial Guidance Rooted in Industry Experience
Expert Financial Guidance Rooted in Industry Experience
At Llamas Financial, we specialize in accounting and financial services for wineries, vineyards, and small businesses. With deep industry expertise and a personalized approach, we help businesses streamline finances, improve profitability, and achieve long-term success.
Meet Octavio Llamas – Founder & Financial Expert
Octavio Llamas, founder of Llamas Financial, is an experienced professional in accounting, financial management, and business advisory services. Born and raised in Napa, he has built strong relationships within the local business community, particularly in the wine industry.
Octavio began his career managing financial operations for prestigious wineries, where he developed deep expertise in cost accounting, inventory management, and financial planning. As Controller at Morlet Family Vineyards, he led all accounting functions, financial reporting, compliance, and internal controls to ensure financial efficiency and strategic growth. As Accounting Manager at Huneeus Vintners, he was responsible for the day-to-day operations of the accounting department, streamlining financial operations, ensuring smooth financial processes, and maintaining accurate reporting.
Now, at Llamas Financial, Octavio channels this experience into helping business owners gain financial clarity—so they can focus on what they do best.
Why Choose Llamas Financial?
Unlike general accounting firms, we focus on the wine industry, providing tailored solutions for wineries, vineyards, and small businesses.
Personalized Approach
We take the time to understand your business, offering customized strategies instead of one-size-fits-all solutions.
Comprehensive Financial Services
Beyond bookkeeping, we provide budgeting, forecasting, inventory management, cost accounting, and financial analysis to give you a complete financial picture.
Tax-Ready, Streamlined Books
We ensure your books are always tax-ready, so you can stay ahead of compliance requirements without stress.
Trusted Financial Partner
We don’t just crunch numbers – we educate, advise, and guide you toward smarter financial decisions.
Our Core Values
At Llamas Financial, our work is driven by:
- Integrity – Transparency and honesty in every financial decision.
- Tailored Solutions – Custom strategies that fit your unique business.
- Industry Expertise – Specialized knowledge in wine industry accounting.
- Reliability – Timely, accurate, and tax-ready financial reporting.
- Collaboration – A partnership approach to financial success.
- Clarity & Simplicity – Making complex financial data easy to understand.
Let’s Build Your Financial Future Together
Whether you’re a winery, vineyard, or small business, we’re here to help you gain control of your finances and focus on what you do best. Contact us today to start the conversation!