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I wanted to relay my thanks on behalf of our team for your great workshop yesterday! I have had the pleasure of attending two of your workshops and have been very impressed with your presentations. They have certainly contributed to my personal growth and I hope to the growth of the company.
Phoebe Ullberg

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    • Archived Newsletter: Released 1/8/2020
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Team
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
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
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
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
Wesley Moore brings more than 5 years of industry accounting experience to his role at BDCo. A graduate of Pacific Union College (P.U.C.) with a BA in Business Administration,  Wesley also completed the Accounting Certificate program at the University of California, Los Angeles.  Wesley's prior work experience has been in locations that provided ample opportunities to ski including Mammoth Lakes, California and his current home, Salt Lake City, Utah.  An avid outdoorsman, Wesley enjoys a wide variety of activities including fly fishing (hand-tied), hiking, biking, and of course skiing.  Wesley had plenty of time to appreciate the unique (but non-skiable) mountains of the Napa Valley during his years at P.U.C. and looks forward to applying his skills in the wine industry.  
Wesley MooreMogul Master
Chandra Englehart is a resident of Illinois and holds a degree from the University of Evansville (UE) and a Masters in Business Administration from the University of Southern Indiana.  She has prior experience in both audit and tax and has held accounting roles in both private equity funds and banks.  At one point, she even worked on a cemetery audit and was engaged in counting headstones.  She is excited about applying her spirit-counting expertise in Wine Country and to helping people make sense of the numbers.  She is an avid baseball fan and competitor, and as a former player on the NCAA Division 1 UE softball team, still holds the home run record.  Her accolades don’t stop there as she was recognized as a 4 time all Academic player and at one point even held the record for getting “Hit by Pitch”.  A mother of two young children, Chandra is inspired by her Mom, and is constantly looking for new ways to grow and learn.   Chandra is a CPA licensed by both the Illinois Board of Examiners and the  Kentucky State Board of Accountancy  
Chandra EnglehartPinch Hitter
Summer joins the BDCO tax team remotely from her home in Montana. After experiencing 4 previous tax seasons, she has a passion for tax planning and still gets excited about IRA to Roth conversions as a tax-saving strategy. (Be sure to ask her.) A graduate of North Dakota State University, Summer majored in accounting and minored in fraud investigation and found her way to accounting by accident. She was headed towards a career in law enforcement until she took that first accounting class and discovered a new passion. When Summer isn’t focused on taxes, she is an avid animé fan and appreciates the teachings that are delivered by its profound characters.  While she had the good fortune of spending a number of her childhood years in the beautiful country of Bahrain, her ideal vacation destination is Japan during the cherry blossom festival.   Summer is a CPA licensed by the  Montana Board of Public Accountants. 
Summer ZitoAnimated Taxster
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
Michael Fahlikman brings a depth of experience to his tax position at BDCo. Originally from Queens, New York, Michael is a graduate of Queens College of the City University of New York where he holds a Bachelor of Arts in Accounting and Information Systems. He has had experience working in both corporate roles and public accounting firms which has given him a wealth of insights into the needs of businesses of all kinds. His title reflects his role at the firm and his passion for the animals at the Wake County North Carolina SPCA shelter where he is a trained volunteer. You will find him spending most of his free weekends there with 4 or 5 dogs at a time. We are glad he chose to pursue accounting as a career rather than zookeeping, which was his aspiration at one time. Michael’s favorite place is Asheville, North Carolina where he enjoys wine tasting at the Biltmore and exploring the scenic trails of the Blue Ridge mountains. Michael is a CPA, licensed by both the the New York State Board of Public Accountancy and by the North Carolina State Board of CPA Examiners. 
Michael FahlikmanTax Shelter
*Definition is here.  When asked about her favorite part of her last job, Alex Castro was quick to respond "the view".  An avid appreciator of both the beauties of nature and the essence of people, one of her favorite non-work activities is to head to the beach to watch the sunset. Alex is a Napa native with experience in the wine and sports training industries.  Arriving for her first day of work in the middle of the Covid-19 stay at home order, Alex met the team online.  Her upbeat energy and positive, infectious attitude are a great addition to our customer service team - both in person and online. 
Alexandria CastroPhi-localist*
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Offices in downtown Napa

1000 Main Street, Suite 250
Napa, CA 94559

Meetings in our offices can be arranged by appointment only.  Please let us know if you will be dropping by our offices so we can be sure to greet you. 

707-963-4466

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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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