• Follow
    • Facebook
    • Twitter
    • Google+
    • Linkedin
    • Blog
  • Share
    • Facebook
    • Twitter
    • Google+
    • Email
    • Other
  • For Customers
    • Mobile App
    • Consent Form
    • Downloadable
    • TeamViewer
    • ShareFile
  • Home
  • About
    • OUR WHY
    • Team
    • Careers
    • Testimonials
    • Mobile
  • Education
    • Upcoming Classes
    • Previous Classes
  • Services
    • Assurance
    • Tax
    • Consulting
    • Business Valuation
    • Software Services
    • Coaching
  • Resources
    • Downloadable
    • Affiliations
  • News & Information
    • Blog
    • Articles
    • Social
  • Contact Us
    • Contact Us
    • Map & Directions
    • Subscribe
Resources/Downloadable
  • Resources
    • Downloadable
    • Affiliations
I so enjoyed the (Jump Start) course and am finding the process and tools we discussed incredibly helpful.
Elizabeth Marston

Read More »

Downloadable

Class Tools: Automation
1 Document
1 Document
Articles
4 Documents
4 Documents
Consent Forms
1 Document
1 Document
Case Studies
1 Document
1 Document
White Papers
5 Documents
5 Documents
Tax (& Other) Tools
6 Documents
6 Documents
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
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
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
Patricia Walker is a CPA with over 20 years of experience in taxation. Patricia holds a masters degree in tax, and as the firm's Tax Partner, specializes in tax research, estate planning, compliance, and tax planning for high net worth individuals and their businesses.  She excels in working with attorneys and customers to evaluate, implement, and monitor estate plans.  Patricia graduated from San Jose State University with a Bachelors of Science in Business Administration with a concentration in Accounting.  In 2003, she completed her Masters in Taxation from Golden Gate University in San Francisco.  She is currently the treasurer of Napa Humane and is the immediate past-president of Soroptimist International of Napa, an organization that supports women and girls on both the local and international level. You can read Patricia's blog posts here.  Patricia is a CPA licensed by the California Board of Accountancy.
Patricia WalkerPuzzle Master, 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
After earning a BA in Accounting from Golden Gate University, Leigh 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 MeyersTaxinista
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
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 2010-2012 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 is a team 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
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
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

    PHP Social Stream: There is no feed data to display!

Available on the AppStore Android App On Google Play

 

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
Read More »

Office

899 Adams Street, Suite H
St. Helena, CA 94574

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

For Customers

Downloadable
Consent Form
Team Viewer
ShareFile
Preferred Providers


Follow Us
© 2018 BDCo, Brotemarkle Davis & CO. LLP
HomeAboutEducationServicesResourcesNews & InformationContact Us

Would you like to download our mobile app from the App Store?

Download
x