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News & Information/Social

Boring training doesn't work for anyone. https://t.co/JHf6ru2Kab #MakeBoringInteresting #UseBassets&Grits!

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Posted: 3 weeks ago

@madelinekpratt

@madelinekpratt

I am so excited to announce that @mistymegia is joining the team for our upcoming class teaching the tools, techniques, & confidence needed to feel ready to start speaking and sharing with an audience. If you haven't signed up already... BDCoCPA Retweeted

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Posted: 2 months ago

A big, well-deserved congrats to @kimtuitive (referred to in some circles as Mrs. Austin) for another year on CRN's Women of the Channel list! https://t.co/ynzE1H465U https://t.co/61foTaiKFl BDCoCPA Retweeted

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Posted: 2 months ago

@AccountingEdit

@AccountingEdit

Boomer: Being a consultant is not about being the smartest person in the room -- it’s the person who can facilitate the conversation and draw out the wisdom from the smartest people. #xcmxchange BDCoCPA Retweeted

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Posted: 2 months ago

Geni Whitehouse

Looking forward to new insights on the 3 Tier side of the wine business @WineIndustry #3TierSymposium https://t.co/TzAUbRDi8A BDCoCPA Retweeted

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Posted: 2 months ago

Really enjoyed talking with wineries in today's training class from - lots of tech to talk about and lots of holes still to fill in the Wine Industry. Thxs to @CashFlowToolcom @MyProfitSee @Acumatica @oztera @DashboardVin @fathomhq @liveplan @QuickBooks for great...

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Posted: 3 months ago

Some of the women of wine - but there are so many more right here in the Napa Valley. https://t.co/LwL6vYddFf

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Posted: 5 months ago

Great insight on "over-raining*" conditions as we like to call it in wine country -- *as in "over-beveraged" https://t.co/rvnMKZWu8Z #GreatWineIsUndaunted

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Posted: 5 months ago

@alisonatintuit Vertical storage rocks :)

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Posted: 5 months ago

Geni Whitehouse

Today's word is "Roils" brought to you by the IRS and the folks @CPA_Trendlines https://t.co/LOzJOwXjOm #UnRoilingDaily BDCoCPA Retweeted

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Posted: 5 months ago

Never heard the term "Common Size" in regard to financial statements. @fathomhq added a new reporting feature. Keep learning y'all. https://t.co/fnx3Ktl7ia #NotSML #XL #XXL?

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Posted: 5 months ago

@DianeKennedyCPA

@DianeKennedyCPA

Here's what's happening at the IRS right now. Not good if you get a computer-generated notice that is wrong. Via @cpa_trendlines https://t.co/vBdJuCywhq BDCoCPA Retweeted

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Posted: 5 months ago

Nerdy? Who me (us)? https://t.co/48ZkougNgk #GrapesOnFire #TaxSeasonFun

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Posted: 5 months ago

We salute our winery friends and neighbors and the @NapaVintners on a huge success over the weekend. https://t.co/dsIgAJxx5S

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Posted: 5 months ago

Certain winery LLC's and Partnerships need to consider the impact of recent tax changes on their operating agreements and audit implications. https://t.co/n9VI8Hiq86

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Posted: 5 months ago

And this is the kind of world that we Napa Valley accountants are fortunate enough to get to play in... https://t.co/G6G6C7s5KC

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Posted: 6 months ago

“Solutions looking for a problem to solve. “. Hmmmm. Tech vendors need to communicate differently. #UWGS

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Posted: 6 months ago

True across all areas of the wine business - applied analytics lead to better decisions. https://t.co/iJsBA850FJ

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Posted: 6 months ago

@VisitNapaValley

Visit Napa Valley

@VisitNapaValley

Last year more than 705 million vacation days went unused! 😮 In honor of #NationalPlanForVacationDay, help put an end to the madness and start planning your visit to Napa Valley. https://t.co/6RVgTXx3uq https://t.co/tPe4UDPwo5 BDCoCPA Retweeted

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Posted: 6 months ago

Metrics are still important for spotting changing trends in buying behavior. #UWGS https://t.co/hXug91Si7W

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Posted: 6 months ago

Looking forward to next couple of days at #UnifiedWine&Grape https://t.co/Alx5dxoAKm

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Posted: 6 months ago

https://t.co/d4zHOYkzCm @charleskrugwine #CountingWine

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Posted: 7 months ago

Congrats to @ClaireHobday and the team @charleskrugwine for their new CFO. Claire is a true gem among accountants!

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Posted: 7 months ago

Learnings thanks to year end audit update CPE: "Wolframite and Columbite-Tantalite" are "conflict minerals" requiring disclosure on Financial Statements. #Dodd-Frank #CrystalsGoneBad

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Posted: 7 months ago

Love this headline "Use data as a creative muse." "I'm not creating a pivot table, I prefer to think of this file as my creative muse for this tax return. ""https://t.co/mwdat4I6UY

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Posted: 7 months ago

Really enjoying the info in @AccountingToday podcast featuring @JenLeeWilson & @reneemoelders https://t.co/JDZHMudtaj #RemoteWorks

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Posted: 7 months ago

We are all connected. Thinking of all those facing the unknown in light of these announcements https://t.co/7xTeWaREvh

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Posted: 8 months ago

Impact of California fires reaches far and wide https://t.co/RhrOBbqSHF = . Here's to the resilience of people and nature working together.

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Posted: 8 months ago

@alisonatintuit

@alisonatintuit

.@misty and me enjoying @ariegem 's heartfelt accountant kickoff at #QBConnect
Did you know that nearly 1/2 of all smbs feel that their accountants are reactive versus being proactive?
We have lots of sessions here at the conference to help... BDCoCPA Retweeted

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Posted: 9 months ago

We are seeking an automated way to create career paths for CPAs that support individual and firm goals in a fun and engaging way. https://t.co/RI7cIoLaF7

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Posted: 9 months ago

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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

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

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 RotellaStraight Shooter

Rebekah Kramer, CPA is a manager at 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 KramerPilgrim of Precision

Nathan Anulo, CPA specializes in both tax and audit assignments for various customers. He is known for taking on the most challenging assignments with a smile. Originally from Ethiopia, Nathan has been active in the St. Helena Hospital and Angwin Community Services and is a former treasurer of the Active 20-30 of Napa. He is a graduate of Pacific Union College in Angwin, California. Prior to joining the BDCo team, Nathan Anulo had 5 years of experience accounting for the hospitality industry in Napa Valley. His roles included accounting manager in the hospitality industry and treasurer of the Pacific Union College Preparatory School. Nathan and his wife are active foodies in constant search of the best dining (for the best price) in the Napa Valley. Nathan is a CPA licensed by the California Board of Accountancy.

Nathan AnuloCaptain Crunch

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

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

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

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

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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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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Phone  :  707-963-4466
FAX  :  707-963-4712
email  :  info@bdcocpa.com

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