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The Strategic Performance Management program forces your team to focus on the critical or key factors which make for success. It also requires managers to think long-term instead of being totally absorbed in the day-to-day aspects of a job.

John Shafer of Shafer Vineyards

Articles

Press release - New Year's resolutions

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Communication Tips

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Think you're too small for fraud? Think again.

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Photo Image Release

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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

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

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

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

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

Ethan Harkleroad graduated from the University of San Diego with a bachelor’s degree in Accountancy. Following graduation, he began his career at Ernst & Young San Diego providing Assurance services to public and private life science and medical device companies. Building on his experience in public accounting, Ethan transitioned to a role in operational reporting at Pacifica Enterprises, a dynamic real estate investment firm based out of Rancho Santa Fe. There, Ethan worked with the company’s directors identifying, designing, and automating Key Performance Indicators leading to actionable insights. Ethan was drawn to the Northern California wine country by his passion for wine and to BDCo by his interest in performance management. He looks forward to learning more about the wine industry through its tools, processes and transactions as a member of the audit team and through training in Mentor Plus Level 5 Advisory Services. He is a Certified Public Accountant licensed by the state of California and serves on two community boards. Ethan enjoys water sports, particularly paddle boarding, and first applied his entrepreneurial instincts in a childhood lemonade stand.

Ethan HarkleroadThe Learner

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

Nate Panek is a graduate of San Jose State University where he earned a BA in advertising. He spent 8 years working for the Northglenn Colorado police department as a police officer, SWAT team member, and trainer before returning to Northern California. Most recently, Nate has served in a number of different hospitality and event roles at leading Napa Valley wineries and his family's vineyards. A sports enthusiast, Spartan racer and hockey player and coach, Nate is drawn to new challenges and opportunities to learn and teach. At BDCo, he hopes to learn more about the business of wine and is currently pursuing his MBA at Southern New Hampshire University. When he's not studying, working, coaching, or training for his next race, he is busy keeping up with his two dogs, one of which is a Great Dane.

Nate PanekCoach

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

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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Grape growers urged to consider crop insurance Crop insurance is a must for Napa Valley wineries https://www.farmprogress.com/grapes/grape-growers-urged-consider-crop-insurance
Smoke exposure last summer cost vintners millions. 0 C 2 C

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Photos from Brotemarkle, Davis & Co. LLP's post More news https://napavalleyregister.com/business/biz-buzz-brotemarkle-davis-co-announces-new-staff/article_307cd593-9ba4-50bc-a501-3bf2738afca9.html 0 C 7 C

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Biz Buzz: Sprauve earns Enrolled Agent designation In the news https://napavalleyregister.com/business/biz-buzz-sprauve-earns-enrolled-agent-designation/article_5451be7a-d203-5d4a-b4d2-79ca5a51846e.html
Brotemarkle Davis & Co., LLP (BDCo), an accounting and advisory firm specializing in the wine and hospitality industries, announced that team member Heather Sprauve has qualified as an Enrolled Agent 0 C 5 C

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Shafer Vineyards: A Family Winery | Video | Wine Spectator An excellent tribute to an incredible family who just happens to make great wine https://www.winespectator.com/video/play/id/MKoCI5aP/title/Shafer+Vineyards%3A+A+Family+Winery?utm_campaign=VTN030719&utm_source=Video-Theater-3-7-19&utm_medium=email
At Shafer Vineyards, it takes a team to make one of Napa Valley's top Cabs. The team, which balances hard work with fun and learning, ... 0 C 1 C

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How Wine Businesses Are Using Emerging Technologies | SevenFifty Daily Tech is changing the wine industry too! https://daily.sevenfifty.com/how-wine-businesses-are-using-emerging-technologies/
At Vinexpo, wine professionals discussed the platforms and services that help them maintain a competitive edge 0 C 1 C

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Giving thanks every day for life in this amazing part of the world. 0 C 1 C

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's cover photo Brotemarkle, Davis & Co. LLP updated their cover photo. 0 C 2 C

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's cover photo Rainbow over HWY 29 and Provenance 3/6/19
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VOICES | Youth Center Our hearts go out to our friends at Shafer Vineyards and their family. John Shafer was a gentle and loving spirit and a pioneer. He inspired us all. Support one of his causes https://kmcreative.cmail20.com/t/i-l-nkdyujl-pykjldhkk-y/
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The top frauds of 2018 Frauds and scams in 2018 https://www.consumer.ftc.gov/blog/2019/02/top-frauds-2018?utm_source=govdelivery 1 C Brotemarkle, Davis & Co. LLP And pictures https://public.tableau.com/profile/federal.trade.commission#!/vizhome/TheBigViewAllSentinelReports/StatebyState 0 C

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Kith & Kin, Napa Valley’s Irish band, celebrates 30th anniversary Congratulations to Kathi Brotemarkle and the talented team at Kith & Kin for 30 years of entertainment success https://napavalleyregister.com/community/star/lifestyles/kith-kin-napa-valley-s-irish-band-celebrates-th-anniversary/article_ff569b70-615c-55f7-8508-447fb24ea959.html
As John Kelley, the charismatic and golden-voiced leader of the band Kith & Kin, lay on his deathbed, he had one ... 0 C 2 C

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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 C 1 C

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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 C 2 C

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's cover photo Napa Valley Commute to Work
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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 C 4 C

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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 C Thanks for the mention! We are 100% remote and flexible, with unlimited PTO. We have many clients who are far ... 3 C

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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 C 9 C

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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
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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 C 1 C

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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 C 0 C

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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 C 0 C

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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 C 1 C

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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 C 0 C

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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 C 0 C

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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 C 1 C

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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 C 3 C

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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
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Changes in the Tax Cuts and Job Acts will require changes to your chart of accounts. 0 C 0 C

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WISE Academy Great advice from WISE Academy
You miss 100% of the shots you don’t take. What is your most memorable wine sales success transaction?
WISE Mystery Shop studies show 70% of DTC staff doesn't ask for the sale.
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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 C 6 C

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Blog Latest

March 26, 2018

Finding the Right Software

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Wine with a wink

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Digital Dusting

December 15, 2016

Making Tracks

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The World Is Changing ... Fast

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