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Because (the Jump Start Class) is taught by CPAs, many people might assume that it's all about numbers (i.e., statistics). However, your course was so much more than that -- not only goals, but how to actually achieve them, using innovative and unusual (but effective) management concepts. In addition to teaching...

Brett Meltzer, Turnbull Wine Cellars

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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

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

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. She particularly enjoys researching tax laws as they change in search of new opportunities to help our customers. 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

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

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

Jennifer Cox was looking to create more client "light bulb" moments when she made the move to our firm. As a resident of the area, she was already a fan of the Napa Valley views and quality of life but wanted more time to enjoy it. Jennifer grew up in Massachusetts but found her way to the Napa Valley thanks to her college sweetheart (now her husband). The two met at a small college on the coast of Maine and together made the transition back to the West Coast shortly after graduation. She started work in the wine industry as a brix tester before moving into finance roles and then returning to school at University of California, Davis where she received her Master’s in Professional Accountancy. She quickly earned her CPA license and then gained audit experience in different firms, most recently as a benefit plan audit specialist. When she is not at work or traveling, Jennifer can be found appreciating life on her family’s mountain vineyard and farm and finding peace in the early morning views of the valley over a cup of coffee. Jennifer is a CPA, licensed by the state of California.

Jennifer CoxArchitect of Audit

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

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

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

Brotemarkle, Davis & Co. LLP
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Biz buzz: Brotemarkle Davis & Co. relocates from St. Helena to Napa In the news - our new location in downtown Napa. https://napavalleyregister.com/business/biz-buzz-brotemarkle-davis-co-relocates-from-st-helena-to-napa/article_586f3567-3a07-5169-abd2-97bc6ee7ac43.html 4 Likes
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Posted: 5 months ago
Brotemarkle, Davis & Co. LLP
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2020's fire damage to Napa wineries already far exceeds 2017, and it may not be... As we gain more insight into the widespread impact of these fires our hearts are breaking for those who are suffering from great losses, for those who are still making wine in the midst of the chaos, for the heroic ... 2 Likes
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Posted: 6 months ago
Brotemarkle, Davis & Co. LLP
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Brotemarkle, Davis & Co. LLP updated their phone number. 1 Likes
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Posted: 6 months ago
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One year on, Napa Bookmine survives whopping rent increase, pandemic, wildfires We love working with great local, women-owned businesses like @Napa Bookmine https://napavalleyregister.com/business/one-year-on-napa-bookmine-survives-whopping-rent-increase-pandemic-wildfires/article_458230f1-0b05-5384-a85a-82cb3058b2ea.html 1 Likes
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Posted: 6 months ago
Brotemarkle, Davis & Co. LLP
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Brotemarkle, Davis & Co. LLP updated their address.
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Posted: 6 months ago
Brotemarkle, Davis & Co. LLP
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Brotemarkle, Davis & Co. LLP updated their address.
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Posted: 6 months ago
Brotemarkle, Davis & Co. LLP
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EXCITING NEWS! We have moved to downtown Napa!
>>> Wine Industry CPAs relocate to Downtown Napa<<<
Napa, CA- September 18, 2020- Brotemarkle Davis & Co., LLP (BDCo) an accounting and advisory firm specializing in the wine and hospitality industries, today ... 2 Comments
Janet Massoletti Congratulations on the move!Mike Mathews Congrats! Very exciting.
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Posted: 6 months ago
Brotemarkle, Davis & Co. LLP
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Brotemarkle, Davis & Co. LLP updated their address.
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Posted: 6 months ago
Brotemarkle, Davis & Co. LLP
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Brotemarkle, Davis & Co. LLP updated their address. 2 Likes
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Posted: 6 months ago
Brotemarkle, Davis & Co. LLP
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Service Dogs Provide Comfort to Firefighters During Times of Need Anyone who has ever known a dog knows that they have the uncanny ability to find those who need them the most, and the firefighters battling the raging blazes across
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Posted: 6 months ago
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.
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Posted: 8 months 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. 3 Likes
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Posted: 9 months ago
Brotemarkle, Davis & Co. LLP
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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.
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Posted: 9 months ago
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
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Posted: 10 months ago
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
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Posted: 10 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
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Posted: 10 months ago
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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
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Posted: Over a year 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
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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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
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Posted: Over a year 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
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Posted: Over a year ago
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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

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Posted: Over a year 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
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Posted: Over a year 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
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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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
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Posted: Over a year 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
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Posted: Over a year ago

We moved!

1000 Main Street, Suite 250
Napa, CA 94559

For now, our office remains closed to visitors and much of our staff will continue to work remotely at their discretion and in accordance with current safety regulations.

Blog Latest

March 4, 2021

Making an Impact

February 28, 2021

Covid Insights

October 16, 2019

Magic in the Moments

March 26, 2018

Finding the Right Software

July 5, 2017

Wine with a wink

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1000 Main Street, Suite 250
Napa, CA 94559

Phone  :  707-963-4466
FAX  :  707-266-1673
email  :  info@bdcocpa.com

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