• Follow
    • Facebook
    • Twitter
    • Google+
    • Linkedin
    • Blog
  • Share
    • Facebook
    • Twitter
    • Google+
    • Email
    • Other
  • For Customers
    • Pay Online
    • Mobile App
    • Consent Form
    • Downloadable
    • TeamViewer
    • ShareFile
    • Preferred Providers
  • Home
  • About
    • OUR WHY
    • Team
    • Careers
    • Testimonials
    • Mobile
  • Education
    • Upcoming Classes
    • Previous Classes
  • Services
    • Assurance
    • Tax
    • Consulting
    • Business Valuation
    • Software Services
    • Coaching
  • Resources
    • Downloadable
    • Affiliations
  • News & Information
    • Blog
    • Articles
    • Social
  • Contact Us
    • Contact Us
    • Map & Directions
    • Subscribe
    • Pay Online
Resources/Downloadable/Tax (& Other) Tools
  • Resources
    • Downloadable
    • Affiliations
The TriMetrix system not only helped us match the candidate with the perfect qualities for the job, but it helped us define the most important qualities needed for the job, so the 'match' would be a win-win situation for everybody.
Delia Viader of Viader Vineyards

Read More »

Tax (& Other) Tools

Cash Builder Demo
467.0 kb
Download
Cash Flow Tools
919.4 kb
Download
Depreciation Methods Table 2018
78.0 kb
Download
Maximize Tax Deduction for Construction Costs
40.5 kb
Download
Record Retention Guidelines
20.7 kb
Download
Research expense slides
6.6 mb
Download
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
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
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
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
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
Nathan Anulo, CPA specializes 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
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
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
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
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    Brotemarkle, Davis & Co. LLP updated their business hours. 0 C 0 C
    C: 2
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    Grape growers urged to consider crop insurance Crop insurance is a must for Napa Valley wineries https://www.farmprogress.com/grapes/grape-growers-urged-consider-crop-insurance
    Smoke exposure last summer cost vintners millions.     0 C 2 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    Photos from Brotemarkle, Davis & Co. LLP's post More news https://napavalleyregister.com/business/biz-buzz-brotemarkle-davis-co-announces-new-staff/article_307cd593-9ba4-50bc-a501-3bf2738afca9.html 0 C 7 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    Biz Buzz: Sprauve earns Enrolled Agent designation In the news https://napavalleyregister.com/business/biz-buzz-sprauve-earns-enrolled-agent-designation/article_5451be7a-d203-5d4a-b4d2-79ca5a51846e.html
    Brotemarkle Davis & Co., LLP (BDCo), an accounting and advisory firm specializing in the wine and hospitality industries, announced that team member Heather Sprauve has qualified as an Enrolled Agent     0 C 5 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    Shafer Vineyards: A Family Winery | Video | Wine Spectator An excellent tribute to an incredible family who just happens to make great wine https://www.winespectator.com/video/play/id/MKoCI5aP/title/Shafer+Vineyards%3A+A+Family+Winery?utm_campaign=VTN030719&utm_source=Video-Theater-3-7-19&utm_medium=email
    At Shafer Vineyards, it takes a team to make one of Napa Valley's top Cabs. The team, which balances hard work with fun and learning, ...     0 C 1 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    How Wine Businesses Are Using Emerging Technologies | SevenFifty Daily Tech is changing the wine industry too! https://daily.sevenfifty.com/how-wine-businesses-are-using-emerging-technologies/
    At Vinexpo, wine professionals discussed the platforms and services that help them maintain a competitive edge     0 C 1 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    Giving thanks every day for life in this amazing part of the world. 0 C 1 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    's cover photo Brotemarkle, Davis & Co. LLP updated their cover photo. 0 C 2 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    's cover photo Rainbow over HWY 29 and Provenance 3/6/19
    Brotemarkle, Davis & Co. LLP updated their cover photo.     0 C 1 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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/
    VOICES provides healthy, welcoming and lively ...     0 C 2 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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 C Brotemarkle, Davis & Co. LLP And pictures https://public.tableau.com/profile/federal.trade.commission#!/vizhome/TheBigViewAllSentinelReports/StatebyState 0 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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
    As John Kelley, the charismatic and golden-voiced leader of the band Kith & Kin, lay on his deathbed, he had one ...     0 C 2 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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 0 C 1 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    Certificate in Wine Industry Finance & Accounting Enjoyed the opportunity to teach a class as part of the Certificate in Wine Industry Finance program at Sonoma State on Saturday. Next up is budgeting for 8 hours on 2/23. What else do you have to do on a ... 0 C 2 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    's cover photo Napa Valley Commute to Work
    Brotemarkle, Davis & Co. LLP updated their cover photo.     0 C 3 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    Behind wine brand Kendall-Jackson’s growing direct-to-consumer strategy - Digiday More metrics help wineries gain deeper insights into DTC (direct to consumer) results. WISE Academy, a Brotemarkle, Davis & Co. LLP partner, can help you drive consistent DTC results. https://digiday.com/marketing/behind-wine-brand-kendall-jacksons-growing-direct-consumer-strategy/
    Kendall-Jackson sees 20 percent higher profit margins when selling direct-to-consumer ...     0 C 4 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    The 'anytime, anywhere' work revolution We are really trying to figure out the remote work thing in our firm. Enjoyed the podcast with Jennifer Lee Wilson and Renee Moelders https://www.accountingtoday.com/podcast/the-anytime-anywhere-work-revolution?utm_campaign=breaking-news-c-Dec%2018%202018&utm_medium=email&utm_source=newsletter&eid=abae09c2cd6ac3511b301c051a9dcfef
    Must try to "Skype with Wine" as recommended by Lindsay Stevenson during our panel at ...     1 C Thanks for the mention! We are 100% remote and flexible, with unlimited PTO. We have many clients who are far ... 3 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    California accountants future-proofing their firm with addition of three full-time accountants BDCO in the news - we are thrilled to have these new faces on our team https://www.alliottgroup.net/international-alliance-law-accounting-firms-news/brotemarkle-davis-three-hires/
    Wine and hospitality accounting member firm Brotemarkle, Davis & Co LLP celebrate expanding their team off the back of the firm's year of ...     0 C 9 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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
    Marilisa Allegrini travels the world promoting her families wines made ...     0 C 1 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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 1 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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.
    Look for verbal ...     0 C 0 C
    C: C
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    C
    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
    C: C

Make a Secure Payment

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
Read More »

Office

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

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

For Customers

Pay Online
Downloadable
Consent Form
Team Viewer
ShareFile
Preferred Providers


Follow Us
© 2019 BDCo, Brotemarkle Davis & CO. LLP
HomeAboutEducationServicesResourcesNews & InformationContact Us

Would you like to download our mobile app from the App Store?

Download
x