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MEMBERS
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David H. Brotemarkle
Cheer Leader
707-963-4466
dave@bdcocpa.com
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Dave Brotemarkle has been a CPA for over 25 years and has been with BDCo since 1990. He is managing partner for the firm, and specializes in tax and business advising. Dave enjoys using his experience with both business and life issues. He helps wine and hospitality owners manage both the financial and personal issues involved in running their companies successfully. Dave has served as President of the St. Helena Rotary Club, and as Chairman of the St. Helena Rotary Winter Ball, and is a past chairman of the St. Helena Chamber of Commerce. He has also served on the boards of the St. Helena Boys and Girls Club, St. Helena Public Schools Foundation, St. Helena Hospital, St. Helena Community Center and St. Helena Elementary School Parents Group. Dave holds an accounting degree from California State University, Long Beach. |
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Thomas J. Davis
The Sage
707-963-4466
tom@bdcocpa.com
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| Tom Davis has been a CPA for 33 years and has been specializing in the wine and hospitality businesses since 1979. Tom offers customers superior technical knowledge and the wisdom of his vast wine industry experience. Tom graduated from Pennsylvania State University and went on to work for Arthur Anderson & Co. in New York City before moving to California. He is active in the Kiwanis Club, the Sierra Club, and the Napa County Land Trust. |
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Craig A. Underhill
Emperor of Enlightenment
707-963-4466
craig@bdcocpa.com
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| Craig Underhill has been a CPA for over 25 years and has been with BDCo since 1995. He uses his accounting and management experience to help wine and hospitality organizations manage their businesses strategically and effectively. He has studied strategic management, productivity and human behavior, and uses this expertise to help businesses be more successful—from executive management to hourly staff. Craig excels at helping people ask the right questions to unlock their potential, solve problems and improve performance. He is the board chair for Junior Achievement in Napa County and has led JA’s expansion from 250 participants to over 4,200 annually. He holds a business administration degree from California State University, Chico and is certified in Strategic Performance Management. |
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Guy W. Carl
Profit Prophet
707-963-4466
guy@bdcocpa.com
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| Guy Carl has been a CPA with BDCo since 1992. He specializes in helping small wineries with tax preparation and planning, financial statements, forecasting, and accounting software guidance. Guy enjoys helping business owners understand how their businesses work and perform, and empowering them to be more successful. Born and raised in the Napa Valley, Guy holds an accounting degree from St. Mary’s College. He is a long-standing member of the Napa Active 20-30 Club, an organization dedicated to helping children in the community. An avid outdoorsman, Guy writes a weekly column on the great outdoors in the Napa Valley Register. |
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Jan Massoletti
Director of Internal Affairs
707-963-4466
jan@bdcocpa.com
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| Jan Massoletti has been Firm Administrator at BDCo for 12 years, managing the office and supporting team members, and ensuring that systems and processes run smoothly for employees and customers. She attended Napa Valley College and is active in Soroptimist International, an organization that supports women and girls on both the local and international level. |
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Randy Gnagy
Pain Reliever
707-963-4466
randy@bdcocpa.com
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Randy Gnagy has been a CPA for over 25 years and has worked with BDCo since 2000. He is the firm’s senior tax specialist, and has a great deal of experience in interstate taxation and tax preparation for nonprofit organizations. He is active in Junior Achievement, the Arts Council of Napa Valley, the Napa Valley Shakespeare Festival, the Napa County Bicycle Coalition, and is currently on the board of the Napa Emergency Women’s Shelter. He also does volunteer work at local schools. He holds a BA in history from California State University, Fresno. |
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Barbara Cooke
Tax Sherpa
707-963-4466
barbara@bdcocpa.com
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| Barbara Cooke has been a CPA for wine industry customers for over 16 years, and has been with BDCo since 2002. She manages the firm’s tax department. Barbara holds a masters degree in tax, and specializes in tax research and education for wineries. She excels at advising customers on structuring business transactions, reporting, and audit representation. She works with customers’ attorneys and investment advisors on estate and retirement planning. Barbara graduated from University of California at Davis with a degree in agriculture and managerial business, and her MS in tax is from Golden Gate University. She is active in Junior Achievement, volunteers in elder care and for the Cal Society providing accounting assistance for victims of disaster. |
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Sam Martin
Inspector Gadget
707-968-2924
sam@bdcocpa.com
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| Sam Martin, a CPA, has been with BDCo since 2005. He is also a Certified Fraud Examiner (CFE), and specializes in using his tax experience and business skills to help businesses improve their operations. Sam performs audits, reviews, and compilations, and prepares compliance reports. He also helps customers implement the Business Digital Dashboard system to allow them to view and use their critical business information through an interactive, visual format. Sam holds an accounting degree from California State University, Chico. He is active with the Free & Accepted Masons of California. |
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Chris Meineke
The Thinker
707-968-2924
chris@bdcocpa.com
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| Chris Meineke specializes in wine industry accounting and has been with BDCo since 2006. He provides audit, review, compilation, valuation and CFO services, as well as inventory and financial analysis. He enjoys helping wineries understand how their business is performing and how to improve operations. He holds a BS in managerial economics and a BA in history from the University of California at Davis. Chris is active in Kiwanis and serves on the board of the St. Helena Family Resource Center. |
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Lori Cantafio
Tax Dancer
707-963-4466
lori@bdcocpa.com
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Lori Cantafio has been a CPA since 2005. She is an expert tax preparer and enjoys making it easier for wineries to gather the documents needed to do their taxes, and translating technical financial requirements into layman’s terms. She is fluent in French, and holds a degree in quantitative methods from Concordia University in Montreal, Canada. |
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Cliff Toews
707-963-4466
cliff@bdcocpa.com
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| Cliff Toews has worked with BDCo since 2006. He is an expert tax preparer specializing in wineries and nonprofits. A former accounting professor, Cliff enjoys helping customers understand the tax implications of their business decisions, and helping nonprofits with their tax and accounting challenges. |
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Geni Whitehouse
Countess of Communication
925-202-1980
geni@bdcocpa.com
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| Geni Whitehouse, CPA, CITP, CSPM is a consulting team member with BDCo the founder of Even a Nerd Can Be Heard, an organization focused on communication skills for accountants and the people who count on them. Geni is passionate about helping customers blend accounting and technology to improve business results, and her primary area of focus is developing BDCo’s strategic management services. Geni’s experience ranges from Public Accounting to Industry, from software vendor to reseller, and from small clients to Fortune 500 clients. She has held high level positions with prominent companies including Deloitte Touche and Sage Software. Her unusual exposure to many sides of technology and accounting, combined with her unique, engaging style make her an informative public speaker. |
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Tammy Sigsby
Concierge
707-963-4466
tammy@bdcocpa.com
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| Tammy Sigsby has been a member of BDCo team since 1996. She graduated from Napa College in 1995. She is in-charge of the front office assisting customers, answering telephone calls, facilitating customer requests and ensuring customers are attended to as quickly as possible. She prides herself on knowing customers by their voice. Tammy volunteers at the food pantries in St. Helena and Solano County. |
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