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I so enjoyed the (Jump Start) course and am finding the process and tools we discussed incredibly helpful.

Elizabeth Marston

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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

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

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

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

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

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

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

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

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

Leigh MeyersTaxinista

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
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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: 10 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: About a year ago
Brotemarkle, Davis & Co. LLP
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Brotemarkle, Davis & Co. LLP updated their phone number. 1 Likes
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Posted: Over a year 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: Over a year ago
Brotemarkle, Davis & Co. LLP
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Brotemarkle, Davis & Co. LLP updated their address.
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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Brotemarkle, Davis & Co. LLP updated their address.
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Posted: Over a year 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
Mike Mathews Congrats! Very exciting.Janet Massoletti Congratulations on the move!
10 Likes
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Mobile status update

Brotemarkle, Davis & Co. LLP updated their address.
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Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
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Brotemarkle, Davis & Co. LLP updated their address. 2 Likes
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Posted: Over a year 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: Over a year 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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