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The Strategic Performance Management program forces your team to focus on the critical or key factors which make for success. It also requires managers to think long-term instead of being totally absorbed in the day-to-day aspects of a job.

John Shafer of Shafer Vineyards

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Covid PPP Loan Forgiveness

Gabe Rotella is a graduate of Pacific Union College where he holds a BBA in Management and is working on his accounting degree. A former employee of the college, he has also spent many summers working in his family’s retail business in Vermont . He says accounting appeals to him because he can apply his talent at adding efficiencies and effectiveness to business processes. He is a sports fan (Go Patriots!) but on weekends you are likely to find him outdoors. Gabe is a CPA licensed by the California Board of Accountancy.

Gabe RotellaStraight Shooter

Mattie Eagle is a graduate of Grinnell College in Grinnell, Iowa where she majored in History and Studio Art. After graduation, travel, and several applications of her entrepreneurial talents, she went back to school at Western New Mexico University to gain the accounting credits that qualified her to become a CPA. She was raised in Minnesota and now lives in Silver City, New Mexico with her husband and two children. She is a full-time member of the BDCo tax team and is intrigued by the section 199A deduction and options for charitable giving presented in the 2018 Tax Law. Mattie loves supporting her customers as they take calculated risks, pursue the expansion of their passions, and become owners of their financial futures. An avid cyclist, Mattie is inspired by those who lead a “self-directed life” and enjoys applying her considerable talents to local sports, charitable organizations, and entrepreneurs who are seeking to build successful businesses. Mattie is a CPA licensed by the New Mexico Board of Accountancy.

Mattie EagleSilver Spinner

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

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

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

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

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

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

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

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

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.

Posted: 2 weeks 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. 1 Likes

Posted: Last month
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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.

Posted: Last month
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

Posted: Last month
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

Posted: 2 months 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

Posted: 2 months 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

Posted: 3 months 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

Posted: 4 months ago
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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

Posted: 4 months 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

Posted: 4 months 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

1 Likes

Posted: 4 months 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

Posted: 4 months 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

Posted: 4 months 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

Posted: 4 months 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

Posted: 4 months ago
Brotemarkle, Davis & Co. LLP
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An Expert Display of Speed and Technique at the 19th Annual Napa County Pruning Contest... Congratulations to all of the contest winners and skilled professionals who make Napa Valley what it is! https://wineindustryadvisor.com/2020/02/10/19th-annual-napa-county-pruning-contest 1 Likes

Posted: 5 months ago
Brotemarkle, Davis & Co. LLP
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Aim for the Sky Got budgets? Here's why you need one https://www.bdcocpa.com/resources/articles/120 2 Likes

Posted: 6 months ago
Brotemarkle, Davis & Co. LLP
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Here's to all of the agencies who are spreading holiday care across the world and here in the Napa Valley, who care for those who might not otherwise have a reason to celebrate: Napa Humane Cope Family Center Napa CASA ... 1 Comments
Jameson Animal Rescue Ranch Thank you so much! 💖💖💖
3 Likes

Posted: 7 months ago
Brotemarkle, Davis & Co. LLP
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Photos from Brotemarkle, Davis & Co. LLP's post This holiday season our team has been all over the Napa Valley giving back to this wonderful community that we live and work in. Here are our highlights. Whether you are volunteering, spending time with family, or having a much ... 8 Likes

Posted: 7 months ago
Brotemarkle, Davis & Co. LLP
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It's time to think about distributions to owners before the end of the year. Are you handling them correctly? https://www.bdcocpa.com/resources/articles/119

Posted: 7 months ago
Brotemarkle, Davis & Co. LLP
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Make the most of your charitable contributions before December 31st https://www.bdcocpa.com/resources/articles/117 1 Likes

Posted: 7 months ago
Brotemarkle, Davis & Co. LLP
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California’s AB5 Codifies Stricter Rules for Independent Contractors – What Wine Industry Employers Need to... 1099 versus Employee - California getting stricter or clearer(?) about proper treatment. https://www.jdsupra.com/legalnews/california-s-ab5-codifies-stricter-85524/ #StillConfusing

Posted: 8 months ago
Brotemarkle, Davis & Co. LLP
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What’s Really in your Glass? Transparency, Accountability & Wine Blockchain: Not just for nerds anymore! Doug Sleeter. It can help you trace that bottle of wine back to the source. https://wineeconomist.com/2019/11/12/transparency/ ...OK maybe it still is for nerds (but nerds with wine.)

Posted: 8 months ago
Brotemarkle, Davis & Co. LLP
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The RBS Chronicles: If Your Business serves Alcoholic Beverages YOU NEED TO READ THIS AND... This sounds like a big problem for @NapaValleyVintners and their teams! https://www.beveragelaw.com/booze-rules/2019/10/9/the-rbs-chronicles-if-your-business-serves-alcoholic-beverages-you-need-to-read-this-and-take-action11100237287329

Posted: 8 months ago
Brotemarkle, Davis & Co. LLP
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Don’t let your holiday song end with “13 lawyers litigating…” Revisiting the posts of holidays past. https://www.bdcocpa.com/resources/articles/89

Posted: 8 months ago
Brotemarkle, Davis & Co. LLP
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How To Get The Best Out Of Your Employees (It's Simpler Than You Think) On employee engagement - it sounds easy, doesn't it?> #2a391dd47595" rel="nofollow" target="_blank">https://www.forbes.com/sites/forbesfinancecouncil/2019/10/30/how-to-get-the-best-out-of-your-employees-its-simpler-than-you-think/#2a391dd47595 2 Likes

Posted: 8 months ago
Brotemarkle, Davis & Co. LLP
Added photos

Photos from Brotemarkle, Davis & Co. LLP's post Team BDCo - volunteers and a rider at the ZD Wines CrushChallenge.https://www.crushchallenge.net/ 2 Comments
ZD Wines THANK YOU for joining! It was so great to have your team there.Yay, Team!! Way to go!!
2 Likes

Posted: 9 months ago
Brotemarkle, Davis & Co. LLP
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Perspective » Magic in the Moments Celebrate each moment. https://blog.bdcocpa.com/2019/10/magic-in-the-moments/ 1 Likes

Posted: 9 months ago
Brotemarkle, Davis & Co. LLP
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California Businesses Confront an Uncertain Future as PG&E Says Power Outages Aren't Going Away Happy Tax Deadline Day and is darkness the "new normal"? https://fortune.com/2019/10/15/pge-california-bay-area-power-outages-businesses-prepared/

Posted: 9 months ago
Brotemarkle, Davis & Co. LLP
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When You Are Left Holding the Bag (and the Bad Debt) When is a bad debt really bad? When the IRS says so. https://www.bdcocpa.com/resources/articles/109

Posted: 9 months ago

Blog Latest

October 16, 2019

Magic in the Moments

March 26, 2018

Finding the Right Software

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Wine with a wink

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Digital Dusting

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Making Tracks

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