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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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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

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

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

Chris Meineke specializes in wine industry accounting and has been with BDCo since 2006. As the firms Audit Partner, he provides audit, review, valuation and CFO services, as well as inventory and financial analysis. He enjoys helping wineries understand how their business is performing and how to improve operations and value. He holds a BS in managerial economics and a BA in history from the University of California at Davis. He is a CPA and an ABV (Accredited in Buisness Valuation.) Chris is active in Napa Little League and serves on the board of the St. Helena Choral Society. Chris is a CPA licensed by the California Board of Accountancy.

Chris MeinekeThe Thinker, Partner

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

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

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

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

Nathan Anulo, CPA is a manager at BDCo specializing 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

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

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WISE Academy Great advise 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.
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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
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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 C 2 C

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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/
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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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Brotemarkle, Davis & Co. LLP'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
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 C 1 C

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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
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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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Biz Buzz: Underhill earns advanced behavioral certification In the news: our "Emperor of Enlightenment" shines even brighter thanks to advanced certification in TriMetrix® HD http://napavalleyregister.com/business/biz-buzz-underhill-earns-advanced-behavioral-certification/article_f4d481a2-6492-51f5-ad5d-b00871ed9cea.html
Brotemarkle Davis & Co., LLP, an accounting and advisory firm specializing in the wine and hospitality industries, announced that Craig Underhill, the ... 2 C Wait. Someone taught you how to behave? THEY deserve the award! Congrats! Congrats to you Craig and to the BDCo team! 14 C

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Napa Valley Vintners Named Ethical Company of the Year by The Drinks Business Green Awards... Congratulations to a great organization providing a great service to the wine industry and the people who call the Napa Valley home.
https://www.wineindustryadvisor.com/2017/12/07/napa-vintners-named-ethical-company-year
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Aaron Comfort Dog 🎶Happy Birthday to me!🎶
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Breaking: Krug’s Henriquez announced as president of LVMH wine division Congratulations to a Powerful Woman of Wine (and entertaining speaker) https://www.thedrinksbusiness.com/2017/11/brekaing-krugs-henriquez-announced-as-president-of-lvmh-wine-division/ 0 C 0 C

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St. Helena, CA This holiday season, spread the love and spread the word that #NapaValley's Main Street is open for you! We're celebrating the best in luxurious hotels, culinary adventures, unforgettable wine experiences, one-of-a-kind boutiques and indulgent spas.
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Disaster Relief Tax Seminar If you were directly impacted by the CA wildfires, please join our friends Linkenheimer LLP CPAs & Advisors in Sonoma County for a seminar on disaster recovery http://www.linkcpa.com/disaster-relief-tax-seminar/
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IRS rules on donations of employee leave to charitable organizations in support of CA wildfire relief.
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Rep. Thompson Urges Fire Survivors to Submit “Right-of-Entry” Form to Receive Free Debris Removal Services Information from Congressman Mike Thompson https://mikethompson.house.gov/newsroom/press-releases/rep-thompson-urges-fire-survivors-to-submit-right-of-entry-form-to-receive 0 C 0 C

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Unified Wine & Grape Symposium - Featuring an industry-wide trade show and program sessions New timely topics added to Unified Wine and Grape Symposium Agenda https://www.unifiedsymposium.org/ 0 C 1 C

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California Wildfire Recovery Resources - BDCo, Brotemarkle Davis & CO. LLP - An accounting and... Adding resources from all over for those needing assistance - we will add material as it is available here http://www.bdcocpa.com/resources/downloadable/25
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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