• 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
    • Our View on Equality
  • Education
    • Upcoming Classes
    • Previous Classes
  • Services
    • Assurance
    • Tax
    • Consulting
    • Business Valuation
    • Software Services
    • Coaching
    • Advisory LIve
  • Resources
    • Downloadable
    • Affiliations
  • News & Information
    • Blog
    • Articles
    • Social
    • Newsletter-archives
    • Covid Resources by Date
    • Covid-Tax
    • Covid- Loans
    • Covid- Self-Employed PPP
    • Covid PPP Loan Forgiveness
  • Contact Us
    • Contact Us
    • Map & Directions
    • Subscribe
    • Pay Online
Resources/Downloadable/White Papers
  • 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 »

White Papers

Where are you headed?
298.4 kb
Download
What is the Score?
478.3 kb
Download
Why Can't I Delegate?
304.8 kb
Download
Vintner's Guide to Selling : A study in self discovery
277.5 kb
Download
What Should I Measure?
489.8 kb
Download
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
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
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
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
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
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
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
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
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. Geni has been named one of the 25 most powerful women in accounting by CPA Practice Advisor, one of the Top 100 Influencers by Accounting Today magazine, and one of the Top 25 Thoughtleaders in Accounting. 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
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Changes are coming for CA employers with more than 5 employees - you must offer a retirement plan by June 30, 2022. 1 R
    r: 3
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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.
    r: 3
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Breaking News: Changes to federal tax deadline and paid leave. https://www.bdcocpa.com/resources/articles 2 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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
     1 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    An Expert Display of Speed and Technique at the 19th Annual Napa County Pruning Contest... Congratulations to all of the contest winners and skilled professionals who make Napa Valley what it is! https://wineindustryadvisor.com/2020/02/10/19th-annual-napa-county-pruning-contest 1 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Aim for the Sky Got budgets? Here's why you need one https://www.bdcocpa.com/resources/articles/120 2 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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! 💖💖💖
    3 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Make the most of your charitable contributions before December 31st https://www.bdcocpa.com/resources/articles/117 1 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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.)
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Don’t let your holiday song end with “13 lawyers litigating…” Revisiting the posts of holidays past. https://www.bdcocpa.com/resources/articles/89
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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!!
    2 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Perspective » Magic in the Moments Celebrate each moment. https://blog.bdcocpa.com/2019/10/magic-in-the-moments/ 1 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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/
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    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
    r: R

Make a Secure Payment

Blog Latest

October 16, 2019
Magic in the Moments
March 26, 2018
Finding the Right Software
July 5, 2017
Wine with a wink
April 25, 2017
Digital Dusting
December 15, 2016
Making Tracks
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
© 2020 BDCo, Brotemarkle Davis & CO. LLP
HomeAboutEducationServicesResourcesNews & InformationContact Us

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

Download
x