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  - Costing Class Sep 17 2019
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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

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

After earning a BA in Accounting from Golden Gate University, Leigh Meyers 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

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

Gregg Swann, CPA 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

Tom Davis has been a CPA for more than 35 years and has been specializing in the wine and hospitality businesses since 1979. Tom offers customers superior technical knowledge and the wisdom of his vast wine industry experience. Tom graduated from Pennsylvania State University and went on to work for Arthur Anderson & Co. in New York City before moving to California. He is active in the Kiwanis Club, the Sierra Club, and the Napa County Land Trust. Read Tom's blog posts here. Tom is a CPA licensed by the California Board of Accountancy.

Tom Davis (Retired)The Sage, Partner

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 2018 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 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

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

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

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Here's to all of the agencies who are spreading holiday care across the world and here in the Napa Valley, who care for those who might not otherwise have a reason to celebrate: Napa Humane Cope Family Center Napa CASA ... 1 R
Jameson Animal Rescue Ranch Thank you so much! 💖💖💖
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Photos from Brotemarkle, Davis & Co. LLP's post This holiday season our team has been all over the Napa Valley giving back to this wonderful community that we live and work in. Here are our highlights. Whether you are volunteering, spending time with family, or having a much ... 8 R

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It's time to think about distributions to owners before the end of the year. Are you handling them correctly? https://www.bdcocpa.com/resources/articles/119

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California’s AB5 Codifies Stricter Rules for Independent Contractors – What Wine Industry Employers Need to... 1099 versus Employee - California getting stricter or clearer(?) about proper treatment. https://www.jdsupra.com/legalnews/california-s-ab5-codifies-stricter-85524/ #StillConfusing

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What’s Really in your Glass? Transparency, Accountability & Wine Blockchain: Not just for nerds anymore! Doug Sleeter. It can help you trace that bottle of wine back to the source. https://wineeconomist.com/2019/11/12/transparency/ ...OK maybe it still is for nerds (but nerds with wine.)

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The RBS Chronicles: If Your Business serves Alcoholic Beverages YOU NEED TO READ THIS AND... This sounds like a big problem for @NapaValleyVintners and their teams! https://www.beveragelaw.com/booze-rules/2019/10/9/the-rbs-chronicles-if-your-business-serves-alcoholic-beverages-you-need-to-read-this-and-take-action11100237287329

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How To Get The Best Out Of Your Employees (It's Simpler Than You Think) On employee engagement - it sounds easy, doesn't it?> #2a391dd47595" rel="nofollow" target="_blank">https://www.forbes.com/sites/forbesfinancecouncil/2019/10/30/how-to-get-the-best-out-of-your-employees-its-simpler-than-you-think/#2a391dd47595 2 R

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Photos from Brotemarkle, Davis & Co. LLP's post Team BDCo - volunteers and a rider at the ZD Wines CrushChallenge.https://www.crushchallenge.net/ 2 R
ZD Wines THANK YOU for joining! It was so great to have your team there.Yay, Team!! Way to go!!
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Perspective » Magic in the Moments Celebrate each moment. https://blog.bdcocpa.com/2019/10/magic-in-the-moments/ 1 R

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California Businesses Confront an Uncertain Future as PG&E Says Power Outages Aren't Going Away Happy Tax Deadline Day and is darkness the "new normal"? https://fortune.com/2019/10/15/pge-california-bay-area-power-outages-businesses-prepared/

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When You Are Left Holding the Bag (and the Bad Debt) When is a bad debt really bad? When the IRS says so. https://www.bdcocpa.com/resources/articles/109

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Photos from Brotemarkle, Davis & Co. LLP's post Here's how accountants celebrate the successful completion of yet another tax deadline #BDCoCountryClub #GolfOffice #Pros 5 R

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Timeline Photos The annual BDCo fantasy football league has officially been kicked off this week! Our week one winner is the Queen of Quite A Lot herself! Janice Conte! She is rolling in the cash (and tax returns) this week, but will ... 5 R

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The BDCo team recently enjoyed a tour of the newly remodeled tasting room and wine at ZD Wines. Many thanks to the service professionals who made it such a memorable experience!
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Brotemarkle, Davis & Co. LLP updated their business hours.

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

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

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Brotemarkle, Davis & Co. LLP's cover photo Rainbow over HWY 29 and Provenance 3/6/19
Brotemarkle, Davis & Co. LLP updated their cover photo. 1 R

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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/ 2 R

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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 R
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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 2 R

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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 1 R

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Blog Latest

October 16, 2019

Magic in the Moments

March 26, 2018

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Wine with a wink

April 25, 2017

Digital Dusting

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