• Follow
    • Facebook
    • Twitter
    • Google+
    • Linkedin
    • Blog
  • Share
    • Facebook
    • Twitter
    • Google+
    • Email
    • Other
  • For Customers
    • Pay Online
    • Mobile App
    • Consent Form
    • Downloadable
    • TeamViewer
    • ShareFile
    • Preferred Providers
  • Home
  • About
    • OUR WHY
    • Team
    • Careers
    • Testimonials
    • Mobile
  • Education
    • Upcoming Classes
    • Previous Classes
  • Services
    • Assurance
    • Tax
    • Consulting
    • Business Valuation
    • Software Services
    • Coaching
  • Resources
    • Downloadable
    • Affiliations
  • News & Information
    • Blog
    • Articles
    • Social
    • Newsletter-archives
  • Contact Us
    • Contact Us
    • Map & Directions
    • Subscribe
    • Pay Online
  • For Customers
    • Mobile App
    • Consent Form
    • Downloadable
    • TeamViewer
    • ShareFile
    • Preferred Providers
    • Pay Online
We admire your work. You are helping to transform the wine industry and our view of accountants.
Linda Reiff, Executive Director, Napa Valley Vintners

Read More »

For Customers

  • Pay Online
  • Mobile App
  • Consent Form
  • Downloadable
  • TeamViewer
  • ShareFile
  • Preferred Providers
Craig Underhill is the firm's CEO. He 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 people, from executive management to hourly staff, be more successful.  Craig excels at helping people ask questions that allow them to unlock their potential, solve problems and improve their performance. He is the board chair for Junior Achievement in Napa County and has led JA's expansion from 250 participants to over 4,000 annually.  He holds a business administration degree from California State University, Chico and is certified in Strategic Performance Management. He is an active volunteer and trained handler for Aaron the Comfort Dog, a Napa celebrity.  You can read Craig's blog posts here and hear him describe his vision for the firm here. Craig is a CPA licensed by the California Board of Accountancy.  
Craig UnderhillEmperor of Enlightenment, CEO
Geni Whitehouse is a consulting team member with BDCo.  She is the author of How to Make a Boring Subject Interesting: 52 ways even a nerd can be heard, which is available on Amazon.com. From 2016-2012, Geni has been named one of the 25 most powerful women in accounting by CPA Practice Advisor and  in 2018 was named one of the Top 100 Influencers by Accounting Today magazine. Her primary area of focus is expanding BDCo's strategic management services. Geni is an instructor at the WISE Academy,where she teaches accounting concepts to winery staff and is a former board member of the Napa/Sonoma Chapter of Women for WineSense where she served as Education Director. She was a member of TEDxNapaValley.org and spoke at their event in September of 2011. You can read Geni's blog posts here. Geni is a CPA licensed by the Georgia State Board of Accountancy.
Geni WhitehouseCountess of Communication
Tom Davis has been a CPA for more than 35 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. Read Tom's blog posts here. Tom is a CPA licensed by the California Board of Accountancy.
Tom Davis (Retired)The Sage, Partner
Kenneth Browne is a graduate of Pacific Union College in Angwin, California. After graduating with a BBA in 2014, he returned to the college to take on various full-time accounting roles. He has worked as a bookkeeper at a local winery and in his spare time volunteers to help low income families file their taxes. When he is not at the office, you are likely to find Kenneth watching football or experiencing the best of Napa Valley via local trails and dining establishments.       
Kenneth BrownePolymath
Laura Crump is a graduate of the University of South Alabama in Mobile, Alabama where she earned a B.S. in Accounting. Upon graduation, she was determined to cross an item off of her bucket list, and moved from her home in Birmingham, Alabama to California. She applied online for positions on the west coast and once hired, headed to her first job at a travel agency in Santa Rosa. She will be sharing her insights as a member of the audit and assurance team.  She is a born adventurer and has traveled to Italy and most recently Costa Rica to see her favorite animal, the sloth. She is hoping to make a trip to Iceland in the near future.           Laura is a CPA licensed by the California State Board of Accountancy. 
Laura Hawkins CrumpMeraki-Maker
Rebekah Kramer, CPA is a manager at Brotemarkle Davis & Co. specializing in assurance services and business consulting.   She is originally from Napa, California and is a Justin-Sienna High School alumnus. She is a graduate of Concordia University, Irvine where she majored in Business Administration with a dual emphasis in Marketing and Accounting.  She spent three years working for a Southern California accounting firm before returning to the Napa Valley. While she may not find many opportunities to apply her SoCal yacht-counting expertise (she once had to count yachts docked in ports from San Diego to Newport), her diverse audit skills honed from working with customers in Oil and Gas, Manufacturing, and Real Estate are a big plus. Rebekah first stretched her entrepreneurial muscles when she founded a chapter of co-ed business fraternity, Delta Sigma Pi, at Concordia. She hopes to apply what she learned not only to her role as an auditor but also to some day opening an animal shelter. When she is not busy auditing, you might find Rebekah exploring a new trail or revisiting one of her favorite national parks – Denali in Alaska.  Rebekah is a CPA licensed by the California Board of Accountancy. 
Rebekah KramerPilgrim of Precision
Lisa Akrawi is a recent graduate of Walla Walla University where she earned a BBA with a concentration in accounting. She was drawn to accounting by her interest in numbers, organization, and balance.  The child of a multi-cultural family, Lisa sees accounting as another specialized language to learn and apply. The symmetry of accounting also appeals to her overall sense of aesthetics which she applies in her many creative pursuits.     As a former student at Pacific Union College, Lisa is happy to be back in the Napa Valley which she appreciates as the “perfect combination of city and country without being terribly suburban.”  She is a frequent traveler and hopes to return to Venice, Italy for a chance to learn more about its unique experiences.    
Lisa AkrawiVirtuoso
Erica Riddle, CPA is a manager at Brotemarkle Davis & Co. specializing in assurance services, operational reviews and business consulting.  Erica also serves as the firm's wine industry analyst, spearheading the firm's efforts to provide and share key insights into the wine business with our customers.  Erica joined BDCo in 2013 with a Masters in Accounting from California State University, Sacramento and is certified in Strategic Performance Management. Prior to joining BDCo, she was the Labor Optimization Manager at Six Flags Discovery Kingdom. Although her office was located right next to a roller coaster, Erica says her favorite attraction at the park was the tigers she first got to know as cubs.  As a knitting hobbyist, Erica says the key to her success is patience and concentration, which also makes her a wizard at spreadsheets, programming, and all things accounting. She also holds the unprecedented distinction of being a candy maker and is a "third-generation Riddle Brittler". Erica is a CPA licensed by the California Board of Accountancy.
Erica RiddleExcelerator
Ethan Harkleroad graduated from the University of San Diego with a bachelor’s degree in Accountancy. Following graduation, he began his career at Ernst & Young San Diego providing Assurance services to public and private life science and medical device companies. Building on his experience in public accounting, Ethan transitioned to a role in operational reporting at Pacifica Enterprises, a dynamic real estate investment firm based out of Rancho Santa Fe. There, Ethan worked with the company’s directors identifying, designing, and automating Key Performance Indicators leading to actionable insights. Ethan was drawn to the Northern California wine country by his passion for wine and to BDCo by his interest in performance management.  He looks forward to learning more about the wine industry through its tools, processes and transactions as a member of the audit team and through training in Mentor Plus Level 5 Advisory Services.  He is a Certified Public Accountant licensed by the state of California and serves on two community boards. Ethan enjoys water sports, particularly paddle boarding, and first applied his entrepreneurial instincts in a childhood lemonade stand. 
Ethan HarkleroadThe Learner
Gabe Rotella is a graduate of Pacific Union College where he holds a BBA in Management and is working on his accounting degree. A former employee of the college, he has also spent many summers working in his family’s retail business in Vermont . He says accounting appeals to him because he can apply his talent at adding efficiencies and effectiveness to business processes. He is a sports fan (Go Patriots!) but on weekends you are likely to find him outdoors.
Gabe RotellaStraight Shooter
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Added photos
    It's time to think about distributions to owners before the end of the year. Are you handling them correctly? https://www.bdcocpa.com/resources/articles/119
    Posted: Yesterday
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Added photos
    Make the most of your charitable contributions before December 31st https://www.bdcocpa.com/resources/articles/117 1 Likes
    Posted: 2 days ago
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Shared story
    California’s AB5 Codifies Stricter Rules for Independent Contractors – What Wine Industry Employers Need to... 1099 versus Employee - California getting stricter or clearer(?) about proper treatment. https://www.jdsupra.com/legalnews/california-s-ab5-codifies-stricter-85524/ #StillConfusing
    Posted: 3 weeks ago
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Shared story
    What’s Really in your Glass? Transparency, Accountability & Wine Blockchain: Not just for nerds anymore! Doug Sleeter. It can help you trace that bottle of wine back to the source. https://wineeconomist.com/2019/11/12/transparency/ ...OK maybe it still is for nerds (but nerds with wine.)
    Posted: 3 weeks ago
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Shared story
    The RBS Chronicles: If Your Business serves Alcoholic Beverages YOU NEED TO READ THIS AND... This sounds like a big problem for @NapaValleyVintners and their teams! https://www.beveragelaw.com/booze-rules/2019/10/9/the-rbs-chronicles-if-your-business-serves-alcoholic-beverages-you-need-to-read-this-and-take-action11100237287329
    Posted: Last month
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Shared story
    Don’t let your holiday song end with “13 lawyers litigating…” Revisiting the posts of holidays past. https://www.bdcocpa.com/resources/articles/89
    Posted: Last month
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Shared story
    How To Get The Best Out Of Your Employees (It's Simpler Than You Think) On employee engagement - it sounds easy, doesn't it?> #2a391dd47595" rel="nofollow" target="_blank">https://www.forbes.com/sites/forbesfinancecouncil/2019/10/30/how-to-get-the-best-out-of-your-employees-its-simpler-than-you-think/#2a391dd47595 2 Likes
    Posted: Last month
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Added photos
    Photos from Brotemarkle, Davis & Co. LLP's post Team BDCo - volunteers and a rider at the ZD Wines CrushChallenge.https://www.crushchallenge.net/ 2 Comments
    ZD Wines THANK YOU for joining! It was so great to have your team there.Yay, Team!! Way to go!!
    2 Likes
    Posted: Last month
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Shared story
    Perspective » Magic in the Moments Celebrate each moment. https://blog.bdcocpa.com/2019/10/magic-in-the-moments/ 1 Likes
    Posted: Last month
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Shared story
    California Businesses Confront an Uncertain Future as PG&E Says Power Outages Aren't Going Away Happy Tax Deadline Day and is darkness the "new normal"? https://fortune.com/2019/10/15/pge-california-bay-area-power-outages-businesses-prepared/
    Posted: Last month
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Shared story
    When You Are Left Holding the Bag (and the Bad Debt) When is a bad debt really bad? When the IRS says so. https://www.bdcocpa.com/resources/articles/109
    Posted: Last month
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Added photos
    Photos from Brotemarkle, Davis & Co. LLP's post Here's how accountants celebrate the successful completion of yet another tax deadline #BDCoCountryClub #GolfOffice #Pros 5 Likes
    Posted: 2 months ago
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Added photos
    Timeline Photos The annual BDCo fantasy football league has officially been kicked off this week! Our week one winner is the Queen of Quite A Lot herself! Janice Conte! She is rolling in the cash (and tax returns) this week, but will ... 5 Likes
    Posted: 2 months ago
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Added photos
    The BDCo team recently enjoyed a tour of the newly remodeled tasting room and wine at ZD Wines. Many thanks to the service professionals who made it such a memorable experience!
    Brotemarkle, Davis & Co. LLP is at ZD Wines.     9 Likes
    Posted: 3 months ago
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Mobile status update
    Brotemarkle, Davis & Co. LLP updated their business hours.
    Posted: 6 months ago
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Shared story
    Grape growers urged to consider crop insurance Crop insurance is a must for Napa Valley wineries https://www.farmprogress.com/grapes/grape-growers-urged-consider-crop-insurance 2 Likes
    Posted: 8 months ago
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Added photos
    Photos from Brotemarkle, Davis & Co. LLP's post More news https://napavalleyregister.com/business/biz-buzz-brotemarkle-davis-co-announces-new-staff/article_307cd593-9ba4-50bc-a501-3bf2738afca9.html 7 Likes
    Posted: 8 months ago
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Shared story
    Biz Buzz: Sprauve earns Enrolled Agent designation In the news https://napavalleyregister.com/business/biz-buzz-sprauve-earns-enrolled-agent-designation/article_5451be7a-d203-5d4a-b4d2-79ca5a51846e.html 5 Likes
    Posted: 8 months ago
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Shared story
    Shafer Vineyards: A Family Winery | Video | Wine Spectator An excellent tribute to an incredible family who just happens to make great wine https://www.winespectator.com/video/play/id/MKoCI5aP/title/Shafer+Vineyards%3A+A+Family+Winery?utm_campaign=VTN030719&utm_source=Video-Theater-3-7-19&utm_medium=email 1 Likes
    Posted: 8 months ago
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Shared story
    How Wine Businesses Are Using Emerging Technologies | SevenFifty Daily Tech is changing the wine industry too! https://daily.sevenfifty.com/how-wine-businesses-are-using-emerging-technologies/ 1 Likes
    Posted: 8 months ago
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Mobile status update
    Giving thanks every day for life in this amazing part of the world. 1 Likes
    Posted: 8 months ago
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Added photos
    Brotemarkle, Davis & Co. LLP's cover photo Brotemarkle, Davis & Co. LLP updated their cover photo. 2 Likes
    Posted: 8 months ago
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Added photos
    Brotemarkle, Davis & Co. LLP's cover photo Rainbow over HWY 29 and Provenance 3/6/19
    Brotemarkle, Davis & Co. LLP updated their cover photo.     1 Likes
    Posted: 8 months ago
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Shared story
    VOICES | Youth Center Our hearts go out to our friends at Shafer Vineyards and their family. John Shafer was a gentle and loving spirit and a pioneer. He inspired us all. Support one of his causes https://kmcreative.cmail20.com/t/i-l-nkdyujl-pykjldhkk-y/ 2 Likes
    Posted: 8 months ago
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Shared story
    The top frauds of 2018 Frauds and scams in 2018 https://www.consumer.ftc.gov/blog/2019/02/top-frauds-2018?utm_source=govdelivery 1 Comments
    Brotemarkle, Davis & Co. LLP And pictures https://public.tableau.com/profile/federal.trade.commission#!/vizhome/TheBigViewAllSentinelReports/StatebyState
    Posted: 9 months ago
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Shared story
    Kith & Kin, Napa Valley’s Irish band, celebrates 30th anniversary Congratulations to Kathi Brotemarkle and the talented team at Kith & Kin for 30 years of entertainment success https://napavalleyregister.com/community/star/lifestyles/kith-kin-napa-valley-s-irish-band-celebrates-th-anniversary/article_ff569b70-615c-55f7-8508-447fb24ea959.html 2 Likes
    Posted: 9 months ago
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Shared story
    Articles - BDCo, Brotemarkle Davis & CO. LLP - An accounting and advisory firm with... Partnerships need to consider the impact of the recent tax law on their operating agreements. https://www.bdcocpa.com/resources/articles 1 Likes
    Posted: 9 months ago
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Shared story
    Enjoyed the opportunity to teach a class as part of the Certificate in Wine Industry Finance program at Sonoma State on Saturday. Next up is budgeting for 8 hours on 2/23. What else do you have to do on a ...
    Certificate in Wine Industry Finance & Accounting
    Certificate in Wine Industry Finance & Accounting
    Program Overview This program gives an overview of the financial and accounting concepts that will enable you to make better business decisions and advance your career. Taught by wine industry professionals in the finance and accounting fields, each course is     ...     2 Likes
    Posted: 9 months ago
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Added photos
    Brotemarkle, Davis & Co. LLP's cover photo Napa Valley Commute to Work
    Brotemarkle, Davis & Co. LLP updated their cover photo.     3 Likes
    Posted: 10 months ago
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    Mobile status update
    Brotemarkle, Davis & Co. LLP updated their status. We are looking forward to teaching classes at Sonoma State in February as part of the Wine Industry Finance program http://web.sonoma.edu/sbe/wine-business-institute/education/wine-industry-finance-and-accounting.html
    Brotemarkle, Davis & Co. LLP updated their status.
    Brotemarkle, Davis & Co. LLP
    Send a message to learn more.     3 Likes
    Posted: 10 months ago

Make a Secure Payment

Blog Latest

October 16, 2019
Magic in the Moments
March 26, 2018
Finding the Right Software
July 5, 2017
Wine with a wink
April 25, 2017
Digital Dusting
December 15, 2016
Making Tracks
Read More »

Office

899 Adams Street, Suite H
St. Helena, CA 94574

Phone  :  707-963-4466
FAX  :  707-963-4712
email  :  info@bdcocpa.com

For Customers

Pay Online
Downloadable
Consent Form
Team Viewer
ShareFile
Preferred Providers


Follow Us
© 2019 BDCo, Brotemarkle Davis & CO. LLP
HomeAboutEducationServicesResourcesNews & InformationContact Us

Would you like to download our mobile app from the App Store?

Download
x