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The biggest benefit I have observed is that our management staff is now on the same page and working toward clear, concise goals with a team mentality. They are highly motivated because they can actually measure and see the results of their hard work. I now have more confidence in my staff to understand and take...

Rob Sinskey of Robert Sinskey Vineyards

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Team

Dawn Marshall is a Napa native. She briefly left the Napa Valley for a sojourn to Miami, Florida but returned to Napa to begin her professional career. Her first job was in a florist, before moving to high-end hospitality, then winery accounting and for the past 17 years she has been serving in a number of different roles in city government, culminating in the role of Human Resources and Administrative Manager. She is a two time recipient of “Award of Financial Reporting” by the Government Finance Officers Association. When she’s not helping “humans with resources”, she is likely to be gardening, quilting, or arranging items in her home to be more aesthetically pleasing. Dawn is the mother of 3 children – 2 sons and a daughter who all seem to have inherited some of her creative abilities. As a young woman, Dawn went off to purchase her first automobile, a Renault, at a local Napa automobile dealer. While she was unsuccessful in securing her dream automobile, she ultimately walked away with a first date with her now husband of 29 years.

Dawn MarshallTeam Harmonizer

Rebekah Kramer, CPA is a partner in 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 KramerGoddess of GAAP

Craig Underhill is the firm's CEO. He has been a CPA for over 37 years and has been with BDCo since 1995. Leveraging his vast accounting and management expertise, he's adept at steering wine and hospitality entities towards strategic success. His education in strategic management, productivity, and human behavior empowers individuals across all levels—from top executives to hourly staff—to reach their peak. A master at inciting introspective questions, Craig enables individuals to unlock their potential and bolster 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

A graduate of North Dakota State University, Summer majored in accounting and minored in fraud investigation, finding her way to the field of accounting almost by accident. Initially planning a career in law enforcement, everything changed when she took her first accounting class and discovered a new passion. Specializing in Individual and Business Tax, Summer is committed to finding tailored solutions for her clients through thoughtful communication. She firmly believes that a one-size-fits-all approach doesn’t work and takes pride in building strong client relationships to address unique needs. Outside of work, Summer is an avid traveler and finds joy in exploring new places and cultures. A proud animé enthusiast, she admires the profound teachings and life lessons delivered by its characters. Her hobbies also include Pokémon, reading (especially Stephen King novels), and spending time with her growing family. Summer cherishes the years she spent living in the beautiful country of Bahrain, which enriched her love for different cultures and experiences. Summer is a CPA licensed by the Montana Board of Public Accountants.

Summer ZitoAnimated Taxster

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. Geni has been named one of the 25 most powerful women in accounting by CPA Practice Advisor, one of the Top 100 Influencers by Accounting Today magazine, and one of the Top 25 Thoughtleaders in Accounting. 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

Mattie Eagle is a graduate of Grinnell College in Grinnell, Iowa where she majored in History and Studio Art. After graduation, travel, and several applications of her entrepreneurial talents, she went back to school at Western New Mexico University to gain the accounting credits that qualified her to become a CPA. In 2022, she added a Masters of Taxation to her credentials. She was raised in Minnesota and now lives in Silver City, New Mexico with her husband and two children. She is a full-time member of the BDCo tax team. She particularly enjoys researching tax laws as they change in search of new opportunities to help our customers. Mattie loves supporting her customers as they take calculated risks, pursue the expansion of their passions, and become owners of their financial futures. An avid cyclist, Mattie is inspired by those who lead a “self-directed life” and enjoys applying her considerable talents to local sports, charitable organizations, and entrepreneurs who are seeking to build successful businesses. Mattie is a CPA licensed both by the New Mexico Board of Accountancy and the California Board of Accountancy.

Mattie EagleSilver Spinner

Jake Thomas has a unique background which combines advanced studies in Physics and WSET Level 3 certifications in Wine & Spirits. He has taught physics classes at Stanford and created more than 500 custom cocktails at high end resorts in the Bay Area. Whether he finds himself behind a desk, in front of a classroom, or working the bar, Jake is motivated by the impact he is able to have on others. Jake is a life-long learner who looks for new ways to stretch beyond his comfort zone. We are grateful to have access to his curiosity, knowledge, and mixology magic as a member of the firm’s administrative team. When he has time outside of work and is not busy researching Quantum Field Theory, Quantum Electrodynamics, Chaos Theory or mixing whiskey cocktails, Jake is fond of trips to Canada for back country snowboarding.

Jake ThomasIrrational Number Nerd

Diane Leenders is a graduate of Saint Mary's College in Moraga, California. She is an experienced tax professional who has previously held audit positions in both public accounting and industry. Diane is an open water swimmer who regularly competes, along with members of her family, in masters swimming events. She enjoys the feeling of gliding through the waves and the resulting sense of calm. Water is a recurring theme in her life, as she met her husband on a water skiing adventure. Diane is an early riser and her daily ritual begins with coffee and a view of the rising sun. Diane cherishes this time alone and feels that "each day provides an opportunity to make that day meaningful." Diane is a CPA, licensed by the California Board of Accountancy.

Diane LeendersIlluminator

Lisa Akrawi is a graduate of Walla Walla University where she earned a BBA with a concentration in accounting and a certificate of business analytics. A former Napa Valley resident, she was drawn to accounting by an interest in numbers, organization, and balance. She sees accounting as a specialized language to learn and apply. Her BDCo title, 'Virtuoso', is word-play on the importance of integrity in the role of a public accountant and the artistic endeavors in her personal life. She became a certified makeup artist while obtaining her BBA and continues to make time for creative activities, even when work gets busy. This is her way of maintaining time management, critical thinking, and work-life balance. From her Orlando, Florida home, Lisa enjoys peaceful mornings, summer storms, and a sunny house full of pets and plants.

Lisa AkrawiVirtuoso

Known as 'The Nordic Decoder' for his heritage and talent for simplifying complex systems, Daigen Afdahl brings technical expertise and personal insight to the BDCo team as Tax Manager. With roots on a Wisconsin dairy farm and a passion for uncovering the stories behind numbers, he specializes in helping businesses and individuals navigate tax code sections while leveraging data to support informed decision-making. Daigen earned his Bachelor of Science in Business Administration and Master of Professional Accountancy from Montana State University in Bozeman, where he honed his problem-solving skills and practical expertise. He gained hands-on experience as a volunteer preparing tax returns for residents of remote Alaskan villages, followed by advancing roles in public accounting, where he developed extensive skills in tax return preparation, staff management, and strategic financial planning. Beyond the office, Daigen’s creativity extends to the kitchen, where he crafts gluten-free and dairy-free meals inspired by a recent lifestyle change. A lifelong learner and problem solver, he thrives on helping clients optimize their tax strategies, tackle operational challenges, and achieve their business goals in complex industries.

Daigen AfdahlNordic Decoder

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1000 Main Street, Suite 250
Napa, CA 94559

Phone  :  707-963-4466
FAX  :  707-266-1673
email  :  info@bdcocpa.com

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