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Because (the Jump Start Class) is taught by CPAs, many people might assume that it's all about numbers (i.e., statistics). However, your course was so much more than that -- not only goals, but how to actually achieve them, using innovative and unusual (but effective) management concepts. In addition to teaching...

Brett Meltzer, Turnbull Wine Cellars

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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

Ina is an Enrolled Agent (EA) with more than 15 years of experience as a tax accountant. She began her career with 9 years at a Big Four CPA firm where she specialized in trust taxation before moving on to local CPA firms where she expanded her experience to include business entities and individual taxes. A fervent traveler and an excellent cook, Ina has a daily adventure navigating her way across Jameson Canyon and up Highway 29. In her spare time, Ina is working to pass the CPA exam, when she is not being (pleasantly) distracted by her granddaughter.

Ina LarotThyme Traveler

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

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

Dave Brotemarkle has been a CPA for over 25 years and is the firm's founder and former managing partner. Now that he is retired, Dave has more time to apply his tax and accounting experience to both business and life issues. 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. When Dave is not travelling the world and trying to keep up with his talented wife and two daughters, you might still find him in the office during busy season. You can read Dave's blog posts here. Dave is a CPA licensed by the California Board of Accountancy.

Dave Brotemarkle (Retired)Cheer Leader

Nathan Anulo, CPA is a manager at BDCo specializing 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

Gregg 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

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

Randy Gnagy has been a CPA for over 34 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. Over the years he has been active in Junior Achievement, the Arts Council of Napa Valley, and the Napa Valley Shakespeare Festival, and is currently on the board of Napa Emergency Women's Services. He has also done volunteer work at local schools. He holds a BA in history from California State University, Fresno. Randy is a CPA licensed by the California Board of Accountancy.

Randy GnagyPain Reliever

After earning a BA in Accounting from Golden Gate University, Leigh 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

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Sales Tax Implications of Wayfair Ruling for Wineries Wineries are ahead of this ruling in most states.
A new Supreme Court ruling has limited impact on wineries already paying sales tax in states where they are licensed to sell. 0 C 0 C

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Impact of U.S. Supreme Court’s Sales Tax Ruling on DTC Wine Shipping – Wine Compliance... Wineries who are already fully compliant will not be greatly impacted by changes in Sales Tax rules after South Dakota v. Wayfair. They've been dealing with tax payments in almost every state for a long time thanks to licensing rules.
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Should Wineries Rush to Adopt the Cash Method of Accounting in 2018? Cash basis sounds easy enough for qualified wineries - but is it? https://www.bdcocpa.com/resources/articles/99
The tax law made it possible for more wineries to elect the cash basis of accounting for tax purposes. Here's what you need to know. 0 C 0 C

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Leadership Workshops - Wine Industry Sales Education Want to really understand the numbers behind winery accounting? We teach an 8-hour class through WISE Academy for this purpose #203 on May 16th http://wineindustrysaleseducation.com/workshops/
Leadership Workshops In addition to our wine industry certifications and training programs, WISE offers a ... 0 C 2 C

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Wow QBOnline Plus is going up to $50 a month for users. 0 C 0 C

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Why one question is a consultant's best tool Do two WHYs make a right? https://www.linkedin.com/pulse/why-one-question-consultants-best-tool-geni-whitehouse/
For much of my career as a CPA, I thought having all the answers was my main role. I thought I should swoop in and solve problems for my client - 0 C 0 C

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Which is worse - staying with your current software or finding a replacement? https://blog.bdcocpa.com/2018/03/finding-the-right-software/ 0 C 1 C

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's cover photo Brotemarkle, Davis & Co. LLP updated their cover photo. 0 C 5 C

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How MileIQ Automatic Mileage Tracking Works | MileIQ If you are still tracking mileage by hand, it's time for an upgrade. MileIQ has changed my life! For $60 a year this app is always on - swipe left for personal miles, right for business. Done. https://www.mileiq.com/howitworks#pricing 0 C 1 C

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Certificate in Wine Industry Finance and Accounting - School of Business and Economics Enjoyed the opportunity to teach at Sonoma State http://web.sonoma.edu/sbe/wine-business-institute/education/wine-industry-finance-and-accounting.html
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 ... 0 C 1 C

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Retroactive Depreciation Changes Encourage Closing Deals Before Year End Bonus depreciation benefits apply for purchases made between Sep 28th and the end of this year. https://www.forbes.com/sites/peterjreilly/2017/12/21/retroactive-depreciation-changes-encourage-closing-deals-before-year-end/#2fedc08f6db6
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Republican Tax Plan Calculator We keep learning more about implications of tax law on wineries - big changes in excise taxes for all, and sparkling wine producers now benefit from credits https://www.bdcocpa.com/resources/articles/98 . And for individuals, here is a calculator to try https://www.wsj.com/graphics/republican-tax-plan-calculator/
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Tax Law has now been signed. "Interesting" provisions related to the 20% deduction for pass-through income (and by "interesting", we mean complicated...) Interplay between deductions gained and lost will keep us all on our toes. So what to do at ... 0 C 1 C

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Impact of Proposed Tax Law Changes on Wineries Our first pass at the impact of the new law (pending signature) on wineries https://www.bdcocpa.com/resources/articles/98
HIghlights of the new Tax Law awaiting final approval on 12/20/17 (Breaking news - subject to revision as more information is available.) 0 C 1 C

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Wine Excise Taxes Cut as House and Senate Pass Tax Reform Legislation Tax Benefits for Wineries https://www.winebusiness.com/blog/?go=getBlogEntry&dataid=193611 0 C 0 C

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Photos from Brotemarkle, Davis & Co. LLP's post Did someone say Ugly sweater contest?
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Biz Buzz: Underhill earns advanced behavioral certification In the news: our "Emperor of Enlightenment" shines even brighter thanks to advanced certification in TriMetrix® HD http://napavalleyregister.com/business/biz-buzz-underhill-earns-advanced-behavioral-certification/article_f4d481a2-6492-51f5-ad5d-b00871ed9cea.html
Brotemarkle Davis & Co., LLP, an accounting and advisory firm specializing in the wine and hospitality industries, announced that Craig Underhill, the ... 2 C Wait. Someone taught you how to behave? THEY deserve the award! Congrats! Congrats to you Craig and to the BDCo team! 14 C

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Napa Valley Vintners Named Ethical Company of the Year by The Drinks Business Green Awards... Congratulations to a great organization providing a great service to the wine industry and the people who call the Napa Valley home.
https://www.wineindustryadvisor.com/2017/12/07/napa-vintners-named-ethical-company-year
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Aaron Comfort Dog 🎶Happy Birthday to me!🎶
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Breaking: Krug’s Henriquez announced as president of LVMH wine division Congratulations to a Powerful Woman of Wine (and entertaining speaker) https://www.thedrinksbusiness.com/2017/11/brekaing-krugs-henriquez-announced-as-president-of-lvmh-wine-division/ 0 C 0 C

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St. Helena, CA This holiday season, spread the love and spread the word that #NapaValley's Main Street is open for you! We're celebrating the best in luxurious hotels, culinary adventures, unforgettable wine experiences, one-of-a-kind boutiques and indulgent spas.
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Disaster Relief Tax Seminar If you were directly impacted by the CA wildfires, please join our friends Linkenheimer LLP CPAs & Advisors in Sonoma County for a seminar on disaster recovery http://www.linkcpa.com/disaster-relief-tax-seminar/
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IRS rules on donations of employee leave to charitable organizations in support of CA wildfire relief.
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Rep. Thompson Urges Fire Survivors to Submit “Right-of-Entry” Form to Receive Free Debris Removal Services Information from Congressman Mike Thompson https://mikethompson.house.gov/newsroom/press-releases/rep-thompson-urges-fire-survivors-to-submit-right-of-entry-form-to-receive 0 C 0 C

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Unified Wine & Grape Symposium - Featuring an industry-wide trade show and program sessions New timely topics added to Unified Wine and Grape Symposium Agenda https://www.unifiedsymposium.org/ 0 C 1 C

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California Wildfire Recovery Resources - BDCo, Brotemarkle Davis & CO. LLP - An accounting and... Adding resources from all over for those needing assistance - we will add material as it is available here http://www.bdcocpa.com/resources/downloadable/25
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aic.ucdavis.edu Great viticultural resources for vintners from UC Davis
http://aic.ucdavis.edu/publications/Napa%20and%20Sonoma%20County%20Fires%20and%20the%20Wine%20Industry.pdf?utm_source=School+Contacts&utm_campaign=249860f080-WEP_Napa&utm_medium=email&utm_term=0_4e79dc600f-249860f080-308172889&mc_cid=249860f080&mc_eid=4c435d8ed9
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The Wizards of Elixirs Cocktail Competition What a fun way to support fire victims! https://www.eventbrite.com/e/the-wizards-of-elixirs-cocktail-competition-tickets-37769048240
Join us for The Wizards of Elixirs, a friendly competition sponsored by Charbay Distillery & The Perfect Purée of Napa Valley. Set in walk around style at the Culinary Institute of ... 0 C 0 C

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California Wildfire Recovery Resources - BDCo, Brotemarkle Davis & CO. LLP - An accounting and... CA Wildfire recovery resources http://www.bdcocpa.com/resources/downloadable/25
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Receiving FEMA funds? Not taxable in most cases.
Qualified disaster relief payments aren't included in the income of individuals to the extent any expenses compensated by these payments aren't otherwise compensated for by insurance or other reimbursement.
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Blog Latest

March 26, 2018

Finding the Right Software

July 5, 2017

Wine with a wink

April 25, 2017

Digital Dusting

December 15, 2016

Making Tracks

August 18, 2016

The World Is Changing ... Fast

Office

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

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