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Education
- Upcoming Classes
- Previous Classes

Kathy Bourassa talks about her experience in our Jump Start class in this video.

Kathy Bourassa

Education

New Classes for 2020!

We are pleased to provide the following classes at no charge to members of the Napa Valley Vintners association.

Upcoming Classes
Previous Classes

Brittany Burke is a Napa Valley newbie. After receiving a degree in Communication Studies from California State University, Sacramento, she decided to plant her roots here in wine country. With a history based in Customer Service and Public Relations, Brittany has mastered maintaining a cheerful disposition during the most stressful situations. We are especially thankful for that as tax deadlines approach! When she’s not the voice of welcome to our office or on the phone, you will find Brittany exploring the outdoors either on foot or “overlanding”, which involves a soft-shell camper and a lot of patience. Her favorite overland outing to date was a desert trip to Anza Borrego to explore the Badlands.

Brittany BurkeHappiness Hero

Jennifer Cox was looking to create more client "light bulb" moments when she made the move to our firm. As a resident of the area, she was already a fan of the Napa Valley views and quality of life but wanted more time to enjoy it. Jennifer grew up in Massachusetts but found her way to the Napa Valley thanks to her college sweetheart (now her husband). The two met at a small college on the coast of Maine and together made the transition back to the West Coast shortly after graduation. She started work in the wine industry as a brix tester before moving into finance roles and then returning to school at University of California, Davis where she received her Master’s in Professional Accountancy. She quickly earned her CPA license and then gained audit experience in different firms, most recently as a benefit plan audit specialist. When she is not at work or traveling, Jennifer can be found appreciating life on her family’s mountain vineyard and farm and finding peace in the early morning views of the valley over a cup of coffee. Jennifer is a CPA, licensed by the state of California.

Jennifer CoxArchitect of Audit

Ina Larot has 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 is an Enrolled Agent, licensed by the Internal Revenue Service.

Ina LarotThyme Traveler

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

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

Heather Sprauve is a native of Deer Park, California. She attended Pacific Union College (PUC) in Angwin, then transferred to their sister college, Atlantic Union College in South Lancaster, Massachusetts, before returning to Angwin to complete her degree. She started out as an art major but after taking her first business class, discovered an aptitude for accounting and made that her major. Heather moved to the Virgin Islands where she married and spent 18 years working for an accounting firm. She worked for BDCo part-time for a few years and then following the devastating impact of hurricanes Irma and Maria, returned to California. While she enjoys being back in California, Heather misses her daily view of the Caribbean Ocean from almost any spot on the 31 square mile island of St. Thomas. Her interests include hiking, traveling and exploring new places.

Heather SprauveGlobal Gallivanter

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

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

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

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 is an Enrolled Agent, licensed by the Internal Revenue Service.

Leigh MeyersTaxinista

Brotemarkle, Davis & Co. LLP
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Biz buzz: Brotemarkle Davis & Co. relocates from St. Helena to Napa In the news - our new location in downtown Napa. https://napavalleyregister.com/business/biz-buzz-brotemarkle-davis-co-relocates-from-st-helena-to-napa/article_586f3567-3a07-5169-abd2-97bc6ee7ac43.html 4 Likes
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Posted: 6 months ago
Brotemarkle, Davis & Co. LLP
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2020's fire damage to Napa wineries already far exceeds 2017, and it may not be... As we gain more insight into the widespread impact of these fires our hearts are breaking for those who are suffering from great losses, for those who are still making wine in the midst of the chaos, for the heroic ... 2 Likes
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Posted: 7 months ago
Brotemarkle, Davis & Co. LLP
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Brotemarkle, Davis & Co. LLP updated their phone number. 1 Likes
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Posted: 7 months ago
Brotemarkle, Davis & Co. LLP
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One year on, Napa Bookmine survives whopping rent increase, pandemic, wildfires We love working with great local, women-owned businesses like @Napa Bookmine https://napavalleyregister.com/business/one-year-on-napa-bookmine-survives-whopping-rent-increase-pandemic-wildfires/article_458230f1-0b05-5384-a85a-82cb3058b2ea.html 1 Likes
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Posted: 7 months ago
Brotemarkle, Davis & Co. LLP
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Brotemarkle, Davis & Co. LLP updated their address.
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Posted: 7 months ago
Brotemarkle, Davis & Co. LLP
Mobile status update

Brotemarkle, Davis & Co. LLP updated their address.
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Posted: 7 months ago
Brotemarkle, Davis & Co. LLP
Added photos

EXCITING NEWS! We have moved to downtown Napa!
>>> Wine Industry CPAs relocate to Downtown Napa<<<
Napa, CA- September 18, 2020- Brotemarkle Davis & Co., LLP (BDCo) an accounting and advisory firm specializing in the wine and hospitality industries, today ... 2 Comments
Janet Massoletti Congratulations on the move!Mike Mathews Congrats! Very exciting.
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Posted: 7 months ago
Brotemarkle, Davis & Co. LLP
Mobile status update

Brotemarkle, Davis & Co. LLP updated their address.
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Posted: 7 months ago
Brotemarkle, Davis & Co. LLP
Mobile status update

Brotemarkle, Davis & Co. LLP updated their address. 2 Likes
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Posted: 7 months ago
Brotemarkle, Davis & Co. LLP
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Service Dogs Provide Comfort to Firefighters During Times of Need Anyone who has ever known a dog knows that they have the uncanny ability to find those who need them the most, and the firefighters battling the raging blazes across
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Posted: 7 months ago
Brotemarkle, Davis & Co. LLP
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Late breaking things to do if you aren't rushing out to file your taxes on 7/15 there's this other opportunity thanks to the Supreme Court - https://www.bdcocpa.com/resources/articles/135

Potential Refund for ACA Taxes - action needed by 7/15/2020

Urgent Action required – pending Supreme Court case may provide refund opportunities for certain 2016 taxes paid under the Affordable Care Act.
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Posted: 9 months ago
Brotemarkle, Davis & Co. LLP
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Changes are coming for CA employers with more than 5 employees - you must offer a retirement plan by June 30, 2022. 3 Likes
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Posted: 10 months ago
Brotemarkle, Davis & Co. LLP
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Covid - PPP Loan Forgiveness Information - BDCo, Brotemarkle Davis & CO. LLP - An... PPP Loan Forgiveness: More details and new forms are available on our website https://www.bdcocpa.com/news/covid-forgiveness
Also note documentation requirements.
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Posted: 10 months ago
Brotemarkle, Davis & Co. LLP
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Home - BDCo, Brotemarkle Davis & CO. LLP - An accounting and advisory firm with... Our world is suffering from a devastating, debilitating pandemic, and I’m not talking about COVID-19. This pandemic has been going on for years, decades, centuries, and cuts right to the heart of our humanity. When a person of privilege or ... 4 Likes
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Posted: 10 months ago
Brotemarkle, Davis & Co. LLP
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Virtual Program — Batonnage Looking forward to being a moderator for a great virtual event in July https://www.batonnageforum.com/virtual-program Join me? 2 Likes
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Posted: About a year ago
Brotemarkle, Davis & Co. LLP
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Covid Resources by Date - BDCo, Brotemarkle Davis & CO. LLP - An accounting and... PPP loans -great intention, but what a roller coaster ride for those eligible, who were able to find a bank and then figure out how to apply. First there was the scramble to get loans to stay afloat, then the ... 1 Likes
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Posted: About a year ago
Brotemarkle, Davis & Co. LLP
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Covid- Loans - BDCo, Brotemarkle Davis & CO. LLP - An accounting and advisory firm... Ongoing updates are provided on our website https://www.bdcocpa.com/news/covid
Loan details - what we know and don't know are on this page https://www.bdcocpa.com/news/covid-loans
Happy Full Moon Day! 2 Likes
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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Treasury, IRS and Labor announce plan to implement Coronavirus-related paid leave for workers and tax... Details on how credits for leave payments are to be taken by employers - https://www.irs.gov/newsroom/treasury-irs-and-labor-announce-plan-to-implement-coronavirus-related-paid-leave-for-workers-and-tax-credits-for-small-and-midsize-businesses-to-swiftly-recover-the-cost-of-providing-coronavirus
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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Articles - BDCo, Brotemarkle Davis & CO. LLP - An accounting and advisory firm with... Latest updates - as we interpret them - new benefits for Self Employed individuals and other provisions https://www.bdcocpa.com/resources/articles
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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Breaking News: Changes to federal tax deadline and paid leave. https://www.bdcocpa.com/resources/articles 2 Likes
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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Good info for trying times from SHRM.org. What is the difference between a furlough, a layoff and a reduction in force? https://www.shrm.org/ResourcesAndTools/tools-and-samples/hr-qa/Pages/furloughlayoffreductioninforce.aspx
www.shrm.org

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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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Covid Resources - BDCo, Brotemarkle Davis & CO. LLP - An accounting and advisory firm... We've compiled links to some other helpful resources, including free online training for your children at home provided by the folks at Junior Achievement. https://www.bdcocpa.com/news/covid 1 Likes
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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Articles - BDCo, Brotemarkle Davis & CO. LLP - An accounting and advisory firm with... We are trying to stay on top of the latest changes that affect our employees, our customers, and our world. Here are the articles we post and update regularly
https://www.bdcocpa.com/resources/articles
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Mobile status update

BDCo team to work remotely effective March 18, 2020.
For quite some time, our BDCo team members have been taking advantage of our remote-working technology, so we expect limited impact on our ability to serve the needs of our customers. ... 4 Likes
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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Full Chapter: The Three Sisters There are so many things we can learn from nature if we take the time to listen. https://earthlingopinion.wordpress.com/2018/07/06/full-chapter-the-three-sisters/ #MotherEarth
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Posted: Over a year ago

We moved!

1000 Main Street, Suite 250
Napa, CA 94559

For now, our office remains closed to visitors and much of our staff will continue to work remotely at their discretion and in accordance with current safety regulations.

Blog Latest

March 4, 2021

Making an Impact

February 28, 2021

Covid Insights

October 16, 2019

Magic in the Moments

March 26, 2018

Finding the Right Software

July 5, 2017

Wine with a wink

Office

1000 Main Street, Suite 250
Napa, CA 94559

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

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