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The TriMetrix system not only helped us match the candidate with the perfect qualities for the job, but it helped us define the most important qualities needed for the job, so the 'match' would be a win-win situation for everybody.

Delia Viader of Viader Vineyards

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New Lease Accounting Rules in 2022
How to Make Electronic Tax Payments

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Rebekah Kramer, CPA is a partner in Brotemarkle Davis & Co. specializing in assurance services and business consulting. She is originally from Napa, California and is a Justin-Sienna High School alumnus. She is a graduate of Concordia University, Irvine where she majored in Business Administration with a dual emphasis in Marketing and Accounting. She spent three years working for a Southern California accounting firm before returning to the Napa Valley. While she may not find many opportunities to apply her SoCal yacht-counting expertise (she once had to count yachts docked in ports from San Diego to Newport), her diverse audit skills honed from working with customers in Oil and Gas, Manufacturing, and Real Estate are a big plus. Rebekah first stretched her entrepreneurial muscles when she founded a chapter of co-ed business fraternity, Delta Sigma Pi, at Concordia. She hopes to apply what she learned not only to her role as an auditor but also to some day opening an animal shelter. When she is not busy auditing, you might find Rebekah exploring a new trail or revisiting one of her favorite national parks – Denali in Alaska. Rebekah is a CPA licensed by the California Board of Accountancy.

Rebekah KramerGoddess of GAAP

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. In 2025, she became a Certified Management Accountant(CMA) through the Institute of Management Accountants. Chandra is a CPA licensed by the Illinois Board of Examiners, and holds a CMA (Certified Management Accountant) license from the Institute of Management Accountants.

Chandra EnglehartPinch Hitter

A graduate of North Dakota State University, Summer majored in accounting and minored in fraud investigation, finding her way to the field of accounting almost by accident. Initially planning a career in law enforcement, everything changed when she took her first accounting class and discovered a new passion. Specializing in Individual and Business Tax, Summer is committed to finding tailored solutions for her clients through thoughtful communication. She firmly believes that a one-size-fits-all approach doesn’t work and takes pride in building strong client relationships to address unique needs. Outside of work, Summer is an avid traveler and finds joy in exploring new places and cultures. A proud animé enthusiast, she admires the profound teachings and life lessons delivered by its characters. Her hobbies also include Pokémon, reading (especially Stephen King novels), and spending time with her growing family. Summer cherishes the years she spent living in the beautiful country of Bahrain, which enriched her love for different cultures and experiences. Summer is a CPA licensed by the Montana Board of Public Accountants.

Summer ZitoAnimated Taxster

Jake Thomas has a unique background which combines advanced studies in Physics and WSET Level 3 certifications in Wine & Spirits. He has taught physics classes at Stanford and created more than 500 custom cocktails at high end resorts in the Bay Area. Whether he finds himself behind a desk, in front of a classroom, or working the bar, Jake is motivated by the impact he is able to have on others. Jake is a life-long learner who looks for new ways to stretch beyond his comfort zone. We are grateful to have access to his curiosity, knowledge, and mixology magic as a member of the firm’s administrative team. When he has time outside of work and is not busy researching Quantum Field Theory, Quantum Electrodynamics, Chaos Theory or mixing whiskey cocktails, Jake is fond of trips to Canada for back country snowboarding.

Jake ThomasIrrational Number Nerd

Craig Underhill is the firm's CEO. He has been a CPA for over 37 years and has been with BDCo since 1995. Leveraging his vast accounting and management expertise, he's adept at steering wine and hospitality entities towards strategic success. His education in strategic management, productivity, and human behavior empowers individuals across all levels—from top executives to hourly staff—to reach their peak. A master at inciting introspective questions, Craig enables individuals to unlock their potential and bolster 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

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

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

*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*

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

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

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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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email  :  info@bdcocpa.com

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