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The biggest benefit I have observed is that our management staff is now on the same page and working toward clear, concise goals with a team mentality. They are highly motivated because they can actually measure and see the results of their hard work. I now have more confidence in my staff to understand and take...

Rob Sinskey of Robert Sinskey Vineyards

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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

Brittany Burke is a Napa Valley newbie. After receiving a degree in Communication Studies from California State University, Sacramento, she decided to plant her roots here in wine country. With a history based in Customer Service and Public Relations, Brittany has mastered maintaining a cheerful disposition during the most stressful situations. We are especially thankful for that as tax deadlines approach! When she’s not the voice of welcome to our office or on the phone, you will find Brittany exploring the outdoors either on foot or “overlanding”, which involves a soft-shell camper and a lot of patience. Her favorite overland outing to date was a desert trip to Anza Borrego to explore the Badlands.

Brittany BurkeHappiness Hero

*Definition is here. When asked about her favorite part of her last job, Alex Castro was quick to respond "the view". An avid appreciator of both the beauties of nature and the essence of people, one of her favorite non-work activities is to head to the beach to watch the sunset. Alex is a Napa native with experience in the wine and sports training industries. Arriving for her first day of work in the middle of the Covid-19 stay at home order, Alex met the team online. Her upbeat energy and positive, infectious attitude are a great addition to our customer service team - both in person and online.

Alexandria CastroPhi-localist*

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

Ina Larot has 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 is an Enrolled Agent, licensed by the Internal Revenue Service.

Ina LarotThyme Traveler

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 is a CPA licensed by the California Board of Accountancy.

Gabe RotellaStraight Shooter

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

Lisa Akrawi is a recent graduate of Walla Walla University where she earned a BBA with a concentration in accounting. She was drawn to accounting by her interest in numbers, organization, and balance. The child of a multi-cultural family, Lisa sees accounting as another specialized language to learn and apply. The symmetry of accounting also appeals to her overall sense of aesthetics which she applies in her many creative pursuits. As a former student at Pacific Union College, Lisa is happy to be back in the Napa Valley which she appreciates as the “perfect combination of city and country without being terribly suburban.” She is a frequent traveler and hopes to return to Venice, Italy for a chance to learn more about its unique experiences.

Lisa AkrawiVirtuoso

Heather Sprauve is a native of Deer Park, California. She attended Pacific Union College (PUC) in Angwin, then transferred to their sister college, Atlantic Union College in South Lancaster, Massachusetts, before returning to Angwin to complete her degree. She started out as an art major but after taking her first business class, discovered an aptitude for accounting and made that her major. Heather moved to the Virgin Islands where she married and spent 18 years working for an accounting firm. She worked for BDCo part-time for a few years and then following the devastating impact of hurricanes Irma and Maria, returned to California. While she enjoys being back in California, Heather misses her daily view of the Caribbean Ocean from almost any spot on the 31 square mile island of St. Thomas. Her interests include hiking, traveling and exploring new places.

Heather SprauveGlobal Gallivanter

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

Brotemarkle, Davis & Co. LLP
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Biz buzz: Brotemarkle Davis & Co. relocates from St. Helena to Napa In the news - our new location in downtown Napa. https://napavalleyregister.com/business/biz-buzz-brotemarkle-davis-co-relocates-from-st-helena-to-napa/article_586f3567-3a07-5169-abd2-97bc6ee7ac43.html 4 Likes
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Posted: 8 months ago
Brotemarkle, Davis & Co. LLP
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2020's fire damage to Napa wineries already far exceeds 2017, and it may not be... As we gain more insight into the widespread impact of these fires our hearts are breaking for those who are suffering from great losses, for those who are still making wine in the midst of the chaos, for the heroic ... 2 Likes
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Posted: 9 months ago
Brotemarkle, Davis & Co. LLP
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Brotemarkle, Davis & Co. LLP updated their phone number. 1 Likes
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Posted: 10 months ago
Brotemarkle, Davis & Co. LLP
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One year on, Napa Bookmine survives whopping rent increase, pandemic, wildfires We love working with great local, women-owned businesses like @Napa Bookmine https://napavalleyregister.com/business/one-year-on-napa-bookmine-survives-whopping-rent-increase-pandemic-wildfires/article_458230f1-0b05-5384-a85a-82cb3058b2ea.html 1 Likes
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Posted: 10 months ago
Brotemarkle, Davis & Co. LLP
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Brotemarkle, Davis & Co. LLP updated their address.
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Posted: 10 months ago
Brotemarkle, Davis & Co. LLP
Mobile status update

Brotemarkle, Davis & Co. LLP updated their address.
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Posted: 10 months ago
Brotemarkle, Davis & Co. LLP
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EXCITING NEWS! We have moved to downtown Napa!
>>> Wine Industry CPAs relocate to Downtown Napa<<<
Napa, CA- September 18, 2020- Brotemarkle Davis & Co., LLP (BDCo) an accounting and advisory firm specializing in the wine and hospitality industries, today ... 2 Comments
Janet Massoletti Congratulations on the move!Mike Mathews Congrats! Very exciting.
10 Likes
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Posted: 10 months ago
Brotemarkle, Davis & Co. LLP
Mobile status update

Brotemarkle, Davis & Co. LLP updated their address.
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Posted: 10 months ago
Brotemarkle, Davis & Co. LLP
Mobile status update

Brotemarkle, Davis & Co. LLP updated their address. 2 Likes
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Posted: 10 months ago
Brotemarkle, Davis & Co. LLP
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Service Dogs Provide Comfort to Firefighters During Times of Need Anyone who has ever known a dog knows that they have the uncanny ability to find those who need them the most, and the firefighters battling the raging blazes across
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Posted: 10 months ago
Brotemarkle, Davis & Co. LLP
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Late breaking things to do if you aren't rushing out to file your taxes on 7/15 there's this other opportunity thanks to the Supreme Court - https://www.bdcocpa.com/resources/articles/135

Potential Refund for ACA Taxes - action needed by 7/15/2020

Urgent Action required – pending Supreme Court case may provide refund opportunities for certain 2016 taxes paid under the Affordable Care Act.
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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Changes are coming for CA employers with more than 5 employees - you must offer a retirement plan by June 30, 2022. 3 Likes
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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Covid - PPP Loan Forgiveness Information - BDCo, Brotemarkle Davis & CO. LLP - An... PPP Loan Forgiveness: More details and new forms are available on our website https://www.bdcocpa.com/news/covid-forgiveness
Also note documentation requirements.
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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Home - BDCo, Brotemarkle Davis & CO. LLP - An accounting and advisory firm with... Our world is suffering from a devastating, debilitating pandemic, and I’m not talking about COVID-19. This pandemic has been going on for years, decades, centuries, and cuts right to the heart of our humanity. When a person of privilege or ... 4 Likes
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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Virtual Program — Batonnage Looking forward to being a moderator for a great virtual event in July https://www.batonnageforum.com/virtual-program Join me? 2 Likes
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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Covid Resources by Date - BDCo, Brotemarkle Davis & CO. LLP - An accounting and... PPP loans -great intention, but what a roller coaster ride for those eligible, who were able to find a bank and then figure out how to apply. First there was the scramble to get loans to stay afloat, then the ... 1 Likes
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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Covid- Loans - BDCo, Brotemarkle Davis & CO. LLP - An accounting and advisory firm... Ongoing updates are provided on our website https://www.bdcocpa.com/news/covid
Loan details - what we know and don't know are on this page https://www.bdcocpa.com/news/covid-loans
Happy Full Moon Day! 2 Likes
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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Treasury, IRS and Labor announce plan to implement Coronavirus-related paid leave for workers and tax... Details on how credits for leave payments are to be taken by employers - https://www.irs.gov/newsroom/treasury-irs-and-labor-announce-plan-to-implement-coronavirus-related-paid-leave-for-workers-and-tax-credits-for-small-and-midsize-businesses-to-swiftly-recover-the-cost-of-providing-coronavirus
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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Articles - BDCo, Brotemarkle Davis & CO. LLP - An accounting and advisory firm with... Latest updates - as we interpret them - new benefits for Self Employed individuals and other provisions https://www.bdcocpa.com/resources/articles
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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Breaking News: Changes to federal tax deadline and paid leave. https://www.bdcocpa.com/resources/articles 2 Likes
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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Good info for trying times from SHRM.org. What is the difference between a furlough, a layoff and a reduction in force? https://www.shrm.org/ResourcesAndTools/tools-and-samples/hr-qa/Pages/furloughlayoffreductioninforce.aspx
www.shrm.org

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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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Covid Resources - BDCo, Brotemarkle Davis & CO. LLP - An accounting and advisory firm... We've compiled links to some other helpful resources, including free online training for your children at home provided by the folks at Junior Achievement. https://www.bdcocpa.com/news/covid 1 Likes
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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Articles - BDCo, Brotemarkle Davis & CO. LLP - An accounting and advisory firm with... We are trying to stay on top of the latest changes that affect our employees, our customers, and our world. Here are the articles we post and update regularly
https://www.bdcocpa.com/resources/articles
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Mobile status update

BDCo team to work remotely effective March 18, 2020.
For quite some time, our BDCo team members have been taking advantage of our remote-working technology, so we expect limited impact on our ability to serve the needs of our customers. ... 4 Likes
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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Full Chapter: The Three Sisters There are so many things we can learn from nature if we take the time to listen. https://earthlingopinion.wordpress.com/2018/07/06/full-chapter-the-three-sisters/ #MotherEarth
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Posted: Over a year ago

We moved!

1000 Main Street, Suite 250
Napa, CA 94559

For now, our office remains closed to visitors and much of our staff will continue to work remotely at their discretion and in accordance with current safety regulations.

Blog Latest

March 4, 2021

Making an Impact

February 28, 2021

Covid Insights

October 16, 2019

Magic in the Moments

March 26, 2018

Finding the Right Software

July 5, 2017

Wine with a wink

Office

1000 Main Street, Suite 250
Napa, CA 94559

Phone  :  707-963-4466
FAX  :  707-266-1673
email  :  info@bdcocpa.com

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