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Winery software

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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
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
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
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
Gregg is a graduate of Westmont College in Santa Barbara, California where he majored in religious studies. He has held a number of tax positions in the wine and high tech industries, and spent 5 years in the tax department of a Big 8 (at the time) accounting firm. When he is not working his way through the tax code, Gregg is most likely to be found contemplating Nietzsche or appreciating the view from his cabin in the mountains or from the flybridge on his boat on the Bay. Gregg is a CPA licensed by the California Board of Accountancy.. 
Gregg SwanMountain Man
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
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
Laura is a graduate of the University of South Alabama in Mobile, Alabama where she earned a B.S. in Accounting. Upon graduation, she was determined to cross an item off of her bucket list, and moved from her home in Birmingham, Alabama to California. She applied online for positions on the west coast and once hired, headed to her first job at a travel agency in Santa Rosa. She will be sharing her insights as a member of both the tax and accounting teams. She is a born adventurer and has traveled to Italy and most recently Costa Rica to see her favorite animal, the sloth. She is hoping to make a trip to Iceland in the near future.  
Laura HawkinsMeraki-Maker
Janice Conte has a diverse background with experience ranging from high end hospitality to high volume real estate transactions to high stress escrow management.  She knows her way around a general ledger and knows how to keep her 4 grandchildren entertained. On top of that, she always has a smile on her face and is the first person you see when you enter our office and the first voice you hear when you give us a call.  When she is not spending time with her own family, Janice serves as a  Napa Court Appointed Special Advocate through CASA, which advocates for the best interests of abused and neglected children who, through no fault of their own, have become dependents of the court.
Janice ConteQueen of Quite a Lot
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
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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 Comments 0 Likes
    Posted: 13 hours ago
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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 Comments 2 Likes
    Posted: Last week
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    's cover photo Napa Valley Commute to Work
    Brotemarkle, Davis & Co. LLP updated their cover photo.
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    Posted: Last month
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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 Comments 4 Likes
    Posted: 2 months ago
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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 Comments Thanks for the mention! We are 100% remote and flexible, with unlimited PTO. We have many clients who are far ... 3 Likes
    Posted: 2 months ago
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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 Comments 9 Likes
    Posted: 2 months ago
  • Brotemarkle, Davis & Co. LLP
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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 Comments 1 Likes
    Posted: 2 months ago
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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 Comments 1 Likes
    Posted: 2 months ago
  • Brotemarkle, Davis & Co. LLP
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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 Comments 0 Likes
    Posted: 2 months ago
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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 Comments 0 Likes
    Posted: 2 months ago
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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 Comments 1 Likes
    Posted: 2 months ago
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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 Comments 0 Likes
    Posted: 3 months ago
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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 Comments 0 Likes
    Posted: 3 months ago
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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 Comments 1 Likes
    Posted: 3 months ago
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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 Comments 3 Likes
    Posted: 3 months ago
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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 Comments 0 Likes
    Posted: 3 months ago
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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 Comments 6 Likes
    Posted: 4 months ago
  • Brotemarkle, Davis & Co. LLP
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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
    BDCo is an accounting and advisory firm specializing in the wine and hospitality industries.
    0 Comments 2 Likes
    Posted: 5 months ago
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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 Comments 0 Likes
    Posted: 5 months ago
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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 Comments 0 Likes
    Posted: 6 months ago
  • Brotemarkle, Davis & Co. LLP
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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.
    ...
    0 Comments 0 Likes
    Posted: 6 months ago
  • Brotemarkle, Davis & Co. LLP
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    Should Wineries Rush to Adopt the Cash Method of Accounting in 2018? Cash basis sounds easy enough for qualified wineries - but is it? https://www.bdcocpa.com/resources/articles/99
    The tax law made it possible for more wineries to elect the cash basis of accounting for tax purposes. Here's what you need to know.
    0 Comments 0 Likes
    Posted: 9 months ago
  • Brotemarkle, Davis & Co. LLP
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    Leadership Workshops - Wine Industry Sales Education Want to really understand the numbers behind winery accounting? We teach an 8-hour class through WISE Academy for this purpose #203 on May 16th http://wineindustrysaleseducation.com/workshops/
    Leadership Workshops In addition to our wine industry certifications and training programs, WISE offers a ...
    0 Comments 2 Likes
    Posted: 9 months ago
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    Wow QBOnline Plus is going up to $50 a month for users. 0 Comments 0 Likes
    Posted: 10 months ago
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    Why one question is a consultant's best tool Do two WHYs make a right? https://www.linkedin.com/pulse/why-one-question-consultants-best-tool-geni-whitehouse/
    For much of my career as a CPA, I thought having all the answers was my main role. I thought I should swoop in and solve problems for my client -
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    Posted: 10 months ago
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    Which is worse - staying with your current software or finding a replacement? https://blog.bdcocpa.com/2018/03/finding-the-right-software/ 0 Comments 1 Likes
    Posted: 10 months ago
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    's cover photo Brotemarkle, Davis & Co. LLP updated their cover photo. 0 Comments 5 Likes
    Posted: 10 months ago
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    How MileIQ Automatic Mileage Tracking Works | MileIQ If you are still tracking mileage by hand, it's time for an upgrade. MileIQ has changed my life! For $60 a year this app is always on - swipe left for personal miles, right for business. Done. https://www.mileiq.com/howitworks#pricing 0 Comments 1 Likes
    Posted: 10 months ago
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    Certificate in Wine Industry Finance and Accounting - School of Business and Economics Enjoyed the opportunity to teach at Sonoma State http://web.sonoma.edu/sbe/wine-business-institute/education/wine-industry-finance-and-accounting.html
    This program gives an overview of the financial and accounting concepts that will enable you to make better business decisions and advance your career. Taught by wine industry professionals in the ...
    0 Comments 1 Likes
    Posted: Over a year ago
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    Retroactive Depreciation Changes Encourage Closing Deals Before Year End Bonus depreciation benefits apply for purchases made between Sep 28th and the end of this year. https://www.forbes.com/sites/peterjreilly/2017/12/21/retroactive-depreciation-changes-encourage-closing-deals-before-year-end/#2fedc08f6db6
    Closing acquisitions in December can have big benefit thanks to retroactive provisions of the Tax Cuts And Jobs Act.
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    Posted: Over a year ago

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