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    • You are currently browsing the Perspective blog archives for August, 2011.

    Monthly Archives: August 2011

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    Losses and gains

    August 4, 2011 – 11:20 am

    On looking back and moving forward, by Terry Hollenstain.

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    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
    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
    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
    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
    Patricia Walker is a CPA with over 20 years of experience in taxation. Patricia holds a masters degree in tax, and as the firm's Tax Partner, specializes in tax research, estate planning, compliance, and tax planning for high net worth individuals and their businesses.  She excels in working with attorneys and customers to evaluate, implement, and monitor estate plans.  Patricia graduated from San Jose State University with a Bachelors of Science in Business Administration with a concentration in Accounting.  In 2003, she completed her Masters in Taxation from Golden Gate University in San Francisco.  She is currently the treasurer of Napa Humane and is the immediate past-president of Soroptimist International of Napa, an organization that supports women and girls on both the local and international level. You can read Patricia's blog posts here.  Patricia is a CPA licensed by the California Board of Accountancy.
    Patricia WalkerPuzzle Master, Partner
    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
    Nathan Anulo, CPA is a manager at BDCo specializing 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
    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
    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
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