• 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
The firm straightened out our startup accounting system and took us from a Dark Ages concept to a 21st century application. As a result, I am very pleased and comfortable with our business situation and feel that we are prepared to expand our total operation.
Carmen Policy, Owner Casa Piena

Read More »

For Customers

  • Pay Online
  • Mobile App
  • Consent Form
  • Downloadable
  • TeamViewer
  • ShareFile
  • Preferred Providers
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
Nathan Anulo, CPA specializes in both tax and audit assignments for various customers. He is known for taking on the most challenging assignments with a smile. Originally from Ethiopia, Nathan has been active in the St. Helena Hospital and Angwin Community Services and is a former treasurer of the Active 20-30 of Napa. He is a graduate of Pacific Union College in Angwin, California. Prior to joining the BDCo team, Nathan Anulo had 5 years of experience accounting for the hospitality industry in Napa Valley. His roles included accounting manager in the hospitality industry and treasurer of the Pacific Union College Preparatory School. Nathan and his wife are active foodies in constant search of the best dining (for the best price) in the Napa Valley.   Nathan is a CPA licensed by the California Board of Accountancy.
Nathan AnuloCaptain Crunch
Janice Conte has a diverse background with experience ranging from high end hospitality to high volume real estate transactions to high stress escrow management.  She knows her way around a general ledger and knows how to keep her 4 grandchildren entertained. On top of that, she always has a smile on her face and is the first person you see when you enter our office and the first voice you hear when you give us a call.  When she is not spending time with her own family, Janice serves as a  Napa Court Appointed Special Advocate through CASA, which advocates for the best interests of abused and neglected children who, through no fault of their own, have become dependents of the court.
Janice ConteQueen of Quite a Lot
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
Dane Erbel is a graduate of Sonoma State University, in Rohnert Park, California.  Most recently a controller for a tech startup, he has prior experience in public accounting and industry in various tax positions. He recently passed the CPA exam in California and has relocated from Southern California to his native Northern California.  He is a welcome (and timely) addition to the BDCo tax team.  His interests outside of the office include model trains and downhill skiing at Lake Tahoe. He also enjoys jigsaw puzzles and the opportunity to engage the creative side of his brain.  Dane’s favorite Napa Valley experience is of course the Napa Valley Wine Train. Dane is a CPA licensed by the State of California.
Dane ErbelMogul Master
After earning a BA in Accounting from Golden Gate University, Leigh Meyers applied her talents to both public accounting and industry. She is an Enrolled Agent (EA) which is a designation issued by the IRS for tax practitioners who pass their examination and meet other requirements for ongoing training. She has worked with attorneys and vineyard management companies in the Napa Valley and comes to the wine industry with great perspective and an inherited appreciation for farming. Leigh says she was drawn to accounting because of her math skills which have always come easy to her. She works on the tax team and enjoys "untangling messes". She is an equal opportunity animal lover and has two cats and two dogs. When she is not at work, you will find her bicycling around the Napa Valley in what we can only imagine are the most stylish of outfits. 
Leigh MeyersTaxinista
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
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
Gregg Swann, CPA is a graduate of Westmont College in Santa Barbara, California where he majored in religious studies. He has held a number of tax positions in the wine and high tech industries, and spent 5 years in the tax department of a Big 8 (at the time) accounting firm. When he is not working his way through the tax code, Gregg is most likely to be found contemplating Nietzsche or appreciating the view from his cabin in the mountains or from the flybridge on his boat on the Bay. Gregg is a CPA licensed by the California Board of Accountancy.. 
Gregg SwanMountain Man
Guy Carl has been a CPA with BDCo since 1992 and a partner since 2005. 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 past-active member of the Napa Active 20-30 Club, an organization dedicated to helping children in the community. An avid outdoorsman, Guy can often be found alongside a mountain stream or floating on a lake with a fishing pole nearby. Guy is a CPA licensed by the California Board of Accountancy.
Guy CarlProfit Prophet, CFO
  • 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