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I wanted to relay my thanks on behalf of our team for your great workshop yesterday! I have had the pleasure of attending two of your workshops and have been very impressed with your presentations. They have certainly contributed to my personal growth and I hope to the growth of the company.

Phoebe Ullberg

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Team

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. In 2022, she added a Masters of Taxation to her credentials. 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 both by the New Mexico Board of Accountancy and the California Board of Accountancy.

Mattie EagleSilver Spinner

Jake Thomas has a unique background which combines advanced studies in Physics and WSET Level 3 certifications in Wine & Spirits. He has taught physics classes at Stanford and created more than 500 custom cocktails at high end resorts in the Bay Area. Whether he finds himself behind a desk, in front of a classroom, or working the bar, Jake is motivated by the impact he is able to have on others. Jake is a life-long learner who looks for new ways to stretch beyond his comfort zone. We are grateful to have access to his curiosity, knowledge, and mixology magic as a member of the firm’s administrative team. When he has time outside of work and is not busy researching Quantum Field Theory, Quantum Electrodynamics, Chaos Theory or mixing whiskey cocktails, Jake is fond of trips to Canada for back country snowboarding.

Jake ThomasIrrational Number Nerd

Lisa Akrawi is a graduate of Walla Walla University where she earned a BBA with a concentration in accounting and a certificate of business analytics. A former Napa Valley resident, she was drawn to accounting by an interest in numbers, organization, and balance. She sees accounting as a specialized language to learn and apply. Her BDCo title, 'Virtuoso', is word-play on the importance of integrity in the role of a public accountant and the artistic endeavors in her personal life. She became a certified makeup artist while obtaining her BBA and continues to make time for creative activities, even when work gets busy. This is her way of maintaining time management, critical thinking, and work-life balance. From her Orlando, Florida home, Lisa enjoys peaceful mornings, summer storms, and a sunny house full of pets and plants.

Lisa AkrawiVirtuoso

A graduate of North Dakota State University, Summer majored in accounting and minored in fraud investigation, finding her way to the field of accounting almost by accident. Initially planning a career in law enforcement, everything changed when she took her first accounting class and discovered a new passion. Specializing in Individual and Business Tax, Summer is committed to finding tailored solutions for her clients through thoughtful communication. She firmly believes that a one-size-fits-all approach doesn’t work and takes pride in building strong client relationships to address unique needs. Outside of work, Summer is an avid traveler and finds joy in exploring new places and cultures. A proud animé enthusiast, she admires the profound teachings and life lessons delivered by its characters. Her hobbies also include Pokémon, reading (especially Stephen King novels), and spending time with her growing family. Summer cherishes the years she spent living in the beautiful country of Bahrain, which enriched her love for different cultures and experiences. Summer is a CPA licensed by the Montana Board of Public Accountants.

Summer ZitoAnimated Taxster

Aaron Soon, an alumnus of the Shidler School of Business at the University of Hawaii at Manoa, brings a unique blend of experience to our tax team. Originally embarking on an engineering journey at UCLA, Aaron eventually returned to his Hawaiian roots, where he pivoted to a focus in accounting and finance. His diverse academic background and prior work experience enriches our team with fresh perspectives. Aaron's successful journey to passing the CPA examination was partly fueled by collaborative study sessions with his wife, who was concurrently preparing for her medical boards. In his role as a dedicated tax professional, Aaron draws inspiration from his wife's resilience and determination. The couple cherishes their moments together, finding solace and strength in each other's company amidst their demanding careers. A versatile athlete, Aaron has dabbled in various team sports, ultimately finding his passion in cross country and track during his high school years. These days, away from the spreadsheets and tax forms, Aaron is often spotted at HiClimb, honing his bouldering skills and embracing the challenges of climbing, much like he tackles complexities in taxation. Aaron is a CPA, Certified by the Hawaii Board of Public Accounting

Aaron SoonTax Crux Crusher

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. Geni has been named one of the 25 most powerful women in accounting by CPA Practice Advisor, one of the Top 100 Influencers by Accounting Today magazine, and one of the Top 25 Thoughtleaders in Accounting. 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

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

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

Chandra Englehart is a resident of Illinois and holds a degree from the University of Evansville (UE) and a Masters in Business Administration from the University of Southern Indiana. She has prior experience in both audit and tax and has held accounting roles in both private equity funds and banks. At one point, she even worked on a cemetery audit and was engaged in counting headstones. She is excited about applying her spirit-counting expertise in Wine Country and to helping people make sense of the numbers. She is an avid baseball fan and competitor, and as a former player on the NCAA Division 1 UE softball team, still holds the home run record. Her accolades don’t stop there as she was recognized as a 4 time all Academic player and at one point even held the record for getting “Hit by Pitch”. A mother of two young children, Chandra is inspired by her Mom, and is constantly looking for new ways to grow and learn. In 2025, she became a Certified Management Accountant(CMA) through the Institute of Management Accountants. Chandra is a CPA licensed by the Illinois Board of Examiners, and holds a CMA (Certified Management Accountant) license from the Institute of Management Accountants.

Chandra EnglehartPinch Hitter

Randy Gnagy has been a CPA for more than 35 years, having first joined BDCo in 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, the Napa Valley Shakespeare Festival, and has served on the board of Napa Emergency Women's Services and UpValley Family Centers of Napa County. He has also done volunteer work at local schools. An avid cyclist, 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

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Napa, CA 94559

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707-963-4466

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