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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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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

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

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

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

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

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

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 and is intrigued by the section 199A deduction and options for charitable giving presented in the 2018 Tax Law. 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 EagleSilver Spinner

Kenneth Browne is a graduate of Pacific Union College in Angwin, California. After graduating with a BBA in 2014, he returned to the college to take on various full-time accounting roles. He has worked as a bookkeeper at a local winery and in his spare time volunteers to help low income families file their taxes. When he is not at the office, you are likely to find Kenneth watching football or experiencing the best of Napa Valley via local trails and dining establishments.

Kenneth BrownePolymath

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

Ina is an Enrolled Agent (EA) with more than 15 years of experience as a tax accountant. She began her career with 9 years at a Big Four CPA firm where she specialized in trust taxation before moving on to local CPA firms where she expanded her experience to include business entities and individual taxes. A fervent traveler and an excellent cook, Ina has a daily adventure navigating her way across Jameson Canyon and up Highway 29. In her spare time, Ina is working to pass the CPA exam, when she is not being (pleasantly) distracted by her granddaughter.

Ina LarotThyme Traveler

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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 0 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
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 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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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
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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 C 0 C

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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 C 0 C

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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.
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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 C 0 C

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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/
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Wow QBOnline Plus is going up to $50 a month for users. 0 C 0 C

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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 - 0 C 0 C

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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 C 1 C

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's cover photo Brotemarkle, Davis & Co. LLP updated their cover photo. 0 C 5 C

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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 C 1 C

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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
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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. 0 C 0 C

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Republican Tax Plan Calculator We keep learning more about implications of tax law on wineries - big changes in excise taxes for all, and sparkling wine producers now benefit from credits https://www.bdcocpa.com/resources/articles/98 . And for individuals, here is a calculator to try https://www.wsj.com/graphics/republican-tax-plan-calculator/
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Tax Law has now been signed. "Interesting" provisions related to the 20% deduction for pass-through income (and by "interesting", we mean complicated...) Interplay between deductions gained and lost will keep us all on our toes. So what to do at ... 0 C 1 C

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Impact of Proposed Tax Law Changes on Wineries Our first pass at the impact of the new law (pending signature) on wineries https://www.bdcocpa.com/resources/articles/98
HIghlights of the new Tax Law awaiting final approval on 12/20/17 (Breaking news - subject to revision as more information is available.) 0 C 1 C

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Wine Excise Taxes Cut as House and Senate Pass Tax Reform Legislation Tax Benefits for Wineries https://www.winebusiness.com/blog/?go=getBlogEntry&dataid=193611 0 C 0 C

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Photos from Brotemarkle, Davis & Co. LLP's post Did someone say Ugly sweater contest?
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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

Office

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

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