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News & Information
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We love the folks at Brotemarkle, Davis & Co. Their name is kinda hard to pronounce but they sure have made a difference in our l'il ole business.

Junior, Sr

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Nate Panek is a graduate of San Jose State University where he earned a BA in advertising. He spent 8 years working for the Northglenn Colorado police department as a police officer, SWAT team member, and trainer before returning to Northern California. Most recently, Nate has served in a number of different hospitality and event roles at leading Napa Valley wineries and his family's vineyards. A sports enthusiast, Spartan racer and hockey player and coach, Nate is drawn to new challenges and opportunities to learn and teach. At BDCo, he hopes to learn more about the business of wine and is currently pursuing his MBA at Southern New Hampshire University. When he's not studying, working, coaching, or training for his next race, he is busy keeping up with his two dogs, one of which is a Great Dane.

Nate PanekCoach

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

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

Ina Larot 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

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

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

Ethan Harkleroad graduated from the University of San Diego with a bachelor’s degree in Accountancy. Following graduation, he began his career at Ernst & Young San Diego providing Assurance services to public and private life science and medical device companies. Building on his experience in public accounting, Ethan transitioned to a role in operational reporting at Pacifica Enterprises, a dynamic real estate investment firm based out of Rancho Santa Fe. There, Ethan worked with the company’s directors identifying, designing, and automating Key Performance Indicators leading to actionable insights. Ethan was drawn to the Northern California wine country by his passion for wine and to BDCo by his interest in performance management. He looks forward to learning more about the wine industry through its tools, processes and transactions as a member of the audit team and through training in Mentor Plus Level 5 Advisory Services. He is a Certified Public Accountant licensed by the state of California and serves on two community boards. Ethan enjoys water sports, particularly paddle boarding, and first applied his entrepreneurial instincts in a childhood lemonade stand.

Ethan HarkleroadThe Learner

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

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

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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
Brotemarkle Davis & Co., LLP (BDCo), an accounting and advisory firm specializing in the wine and hospitality industries, announced that team member Heather Sprauve has qualified as an Enrolled Agent 0 C 5 C

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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
At Shafer Vineyards, it takes a team to make one of Napa Valley's top Cabs. The team, which balances hard work with fun and learning, ... 0 C 1 C

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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/
At Vinexpo, wine professionals discussed the platforms and services that help them maintain a competitive edge 0 C 1 C

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Giving thanks every day for life in this amazing part of the world. 0 C 1 C

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's cover photo Brotemarkle, Davis & Co. LLP updated their cover photo. 0 C 2 C

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's cover photo Rainbow over HWY 29 and Provenance 3/6/19
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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/
VOICES provides healthy, welcoming and lively ... 0 C 2 C

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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 C Brotemarkle, Davis & Co. LLP And pictures https://public.tableau.com/profile/federal.trade.commission#!/vizhome/TheBigViewAllSentinelReports/StatebyState 0 C

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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
As John Kelley, the charismatic and golden-voiced leader of the band Kith & Kin, lay on his deathbed, he had one ... 0 C 2 C

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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 0 C 1 C

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Certificate in Wine Industry Finance & Accounting 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 ... 0 C 2 C

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's cover photo Napa Valley Commute to Work
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Behind wine brand Kendall-Jackson’s growing direct-to-consumer strategy - Digiday More metrics help wineries gain deeper insights into DTC (direct to consumer) results. WISE Academy, a Brotemarkle, Davis & Co. LLP partner, can help you drive consistent DTC results. https://digiday.com/marketing/behind-wine-brand-kendall-jacksons-growing-direct-consumer-strategy/
Kendall-Jackson sees 20 percent higher profit margins when selling direct-to-consumer ... 0 C 4 C

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The 'anytime, anywhere' work revolution We are really trying to figure out the remote work thing in our firm. Enjoyed the podcast with Jennifer Lee Wilson and Renee Moelders https://www.accountingtoday.com/podcast/the-anytime-anywhere-work-revolution?utm_campaign=breaking-news-c-Dec%2018%202018&utm_medium=email&utm_source=newsletter&eid=abae09c2cd6ac3511b301c051a9dcfef
Must try to "Skype with Wine" as recommended by Lindsay Stevenson during our panel at ... 1 C Thanks for the mention! We are 100% remote and flexible, with unlimited PTO. We have many clients who are far ... 3 C

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California accountants future-proofing their firm with addition of three full-time accountants BDCO in the news - we are thrilled to have these new faces on our team https://www.alliottgroup.net/international-alliance-law-accounting-firms-news/brotemarkle-davis-three-hires/
Wine and hospitality accounting member firm Brotemarkle, Davis & Co LLP celebrate expanding their team off the back of the firm's year of ... 0 C 9 C

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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 1 C

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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 1 C

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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
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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

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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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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

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