• Follow
    • Facebook
    • Twitter
    • Google+
    • Linkedin
    • Blog
  • Share
    • Facebook
    • Twitter
    • Google+
    • Email
    • Other
  • For Customers
    • Mobile App
    • Consent Form
    • Downloadable
    • TeamViewer
    • ShareFile
  • 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
  • Contact Us
    • Contact Us
    • Map & Directions
    • Subscribe
About/Careers
  • About
    • OUR WHY
    • Team
      • CSPM
    • Careers
      • Entry Level
      • Experienced Accountant
    • Testimonials
    • Mobile
Thank you for such an informative meeting this morning, it was incredibly beneficial. I’ve never had those financial statements broken down and explained the way you did so I could better understand the data and make more informed decisions. I also just checked out the slideshow link you had shared – awesome....
Allison Negron, DTC Manager, Hill Family Estate

Read More »

Careers

LOOKING FOR A DIFFERENT KIND OF FIRM?

We are currently looking to hire an experienced accountant. 

Check out our Managing Partner's perspective on doing things differently (Our Firm's WHY) and then forward your resume to Careers@bdcocpa.com.

 

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
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
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
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
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
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
Laura 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 both the tax and accounting teams. 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 HawkinsMeraki-Maker
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
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
Chris Meineke specializes in wine industry accounting and has been with BDCo since 2006.  As the firms Audit Partner, he provides audit, review, 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 and value. He holds a BS in managerial economics and a BA in history from the University of California at Davis. He is a CPA and an ABV (Accredited in Buisness Valuation.) Chris is active in Napa Little League and serves on the board of the St. Helena Choral Society.  Chris is a CPA licensed by the California Board of Accountancy.
Chris MeinekeThe Thinker, Partner
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    Podcast: The Taste with Doug Shafer - Marilisa Allegrini If you want to really know what the wine industry is all about, listen to these insider podcasts featuring the wonderful Shafer Vineyards' Doug Shafer interviewing wine industry notables.
    http://shafervineyards.com/podcast/Doug-Shafer-Marilisa-Allegrini-podcast.php
    Marilisa Allegrini travels the world promoting her families wines made ...     0 C 0 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    St. Helena Jingle All the Way - St. Helena Lots to do in our little town of St. Helena during the holidays https://www.sthelena.com/listing/st-helena-jingle-all-the-way/
    Join the City of St. Helena, the St. Helena Chamber of Commerce, inspired event designer Robb Smith (Laurels Events) as we proudly present the inaugural holiday ...     0 C 0 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    So grateful for wonderful clients and opportunities to work with their leadership and teams. Mentor Plus training has given us so many new tools for working together to drive success. 0 C 0 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    Justin Winery to give 50k to 42 local teachers - Paso Robles Daily News "Wining" for good https://pasoroblesdailynews.com/justin-winery-to-give-50k-to-42-local-teachers/89045/ 0 C 0 C
    C: 2
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    20 Sonoma and Napa Wineries Open on Thanksgiving Thinking about visiting a Sonoma or Napa Valley winery for Thanksgiving? These are your options https://www.sonomamag.com/sonoma-and-napa-wineries-open-on-thanksgiving/
    Treat your guests to some Wine Country fun by visiting one of these wineries open on Thanksgiving.     0 C 1 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    Lots of magic goes into the process of growing and producing amazing wine and 2018 was exceptional. https://www.wineindustryadvisor.com/2018/11/08/napa-valleys-2018-harvest-slips-into-cellar 0 C 0 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    QuickBooks App Store Interesting solution for looking at your cash flow the way a banker would https://appcenter.intuit.com/app/apps/appdetails?shortName=paypie& 0 C 0 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    2018 $100K Small Business App Showdown FINALISTS - Intuit Developer Community Blog There are so many incredible apps that extend the power of Small Biz solutions. Just check out these top 10 apps according to Intuit. The official winner of the competition was G1VE but we all win thanks to their hard ... 0 C 1 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    Northern California Wildfire Relief - California Community Foundation Here are options for helping those impacted by the CA wildfires https://www.calfund.org/norcal-wildfire-relief/
    The needs of those affected by Northern California wildfires are great, and the recovery process will be long and painful. Learn how you can help.     0 C 3 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    How the 2018 Tax Law will change your chart of accounts Time for tax planning and changes to your chart of accounts to reflect changes in deductions under the new tax law.
    https://www.bdcocpa.com/resources/articles/100
    https://www.bdcocpa.com/resources/articles/99
    https://www.bdcocpa.com/resources/articles/98
    Changes in the Tax Cuts and Job Acts will require changes to your chart of accounts.     0 C 0 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    WISE Academy Great advice from WISE Academy
    You miss 100% of the shots you don’t take. What is your most memorable wine sales success transaction?
    WISE Mystery Shop studies show 70% of DTC staff doesn't ask for the sale.
    Look for verbal ...     0 C 0 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    Team - BDCo, Brotemarkle Davis & CO. LLP - An accounting and advisory firm with... We are thrilled to welcome the newest member of the BDCo team, Lisa Akrawi. She is a recent graduate of Walla Walla University and a former student at PUC. She is happy to have found her way back to the ... 0 C 6 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    OUR WHY - BDCo, Brotemarkle Davis & CO. LLP - An accounting and advisory firm... It should always start with WHY. Here's what our firm's managing partner, Craig Underhill, had to say about the things that matter to us. https://www.bdcocpa.com/company/why #MakingNapaValleyBetter
    BDCo is an accounting and advisory firm specializing in the wine and hospitality industries.     0 C 2 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    Articles - BDCo, Brotemarkle Davis & CO. LLP - An accounting and advisory firm with... We post articles on topics of interest to Wineries on our website https://www.bdcocpa.com/resources/articles 0 C 0 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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.
    ...     0 C 0 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    Wow QBOnline Plus is going up to $50 a month for users. 0 C 0 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    's cover photo Brotemarkle, Davis & Co. LLP updated their cover photo. 0 C 5 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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
    Closing acquisitions in December can have big benefit thanks to retroactive provisions of the Tax Cuts And Jobs Act.     0 C 0 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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/
    Calculate ...     0 C 3 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    Photos from Brotemarkle, Davis & Co. LLP's post Did someone say Ugly sweater contest?
    Brotemarkle, Davis & Co. LLP added 2 new photos — with Dane Erbel and Janice Conte.     0 C 2 C
    C: C
Available on the AppStore Android App On Google Play

 

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
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

Downloadable
Consent Form
Team Viewer
ShareFile
Preferred Providers


Follow Us
© 2018 BDCo, Brotemarkle Davis & CO. LLP
HomeAboutEducationServicesResourcesNews & InformationContact Us

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

Download
x