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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

Mattie Eagle is a graduate of Grinnell College in Grinnell, Iowa where she majored in History and Studio Art. After graduation, travel, and several applications of her entrepreneurial talents, she went back to school at Western New Mexico University to gain the accounting credits that qualified her to become a CPA. She was raised in Minnesota and now lives in Silver City, New Mexico with her husband and two children. She is a full-time member of the BDCo tax team and is intrigued by the section 199A deduction and options for charitable giving presented in the 2018 Tax Law. Mattie loves supporting her customers as they take calculated risks, pursue the expansion of their passions, and become owners of their financial futures. An avid cyclist, Mattie is inspired by those who lead a “self-directed life” and enjoys applying her considerable talents to local sports, charitable organizations, and entrepreneurs who are seeking to build successful businesses. Mattie is a CPA licensed by the New Mexico Board of Accountancy.

Mattie EagleSilver Spinner

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

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 MeyersTaxinista

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

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

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

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

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

Brotemarkle, Davis & Co. LLP
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Photos from Brotemarkle, Davis & Co. LLP's post Here's how accountants celebrate the successful completion of yet another tax deadline #BDCoCountryClub #GolfOffice #Pros 0 Comments 4 Likes

Posted: 23 hours ago
Brotemarkle, Davis & Co. LLP
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Timeline Photos The annual BDCo fantasy football league has officially been kicked off this week! Our week one winner is the Queen of Quite A Lot herself! Janice Conte! She is rolling in the cash (and tax returns) this week, but will ... 0 Comments 5 Likes

Posted: Last week
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The BDCo team recently enjoyed a tour of the newly remodeled tasting room and wine at ZD Wines. Many thanks to the service professionals who made it such a memorable experience!
Brotemarkle, Davis & Co. LLP is at ZD Wines. 0 Comments 9 Likes

Posted: 3 weeks ago
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Brotemarkle, Davis & Co. LLP updated their business hours. 0 Comments 0 Likes

Posted: 3 months ago
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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 Comments 2 Likes

Posted: 5 months ago
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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 Comments 7 Likes

Posted: 5 months ago
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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 Comments 5 Likes

Posted: 6 months ago
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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 Comments 1 Likes

Posted: 6 months ago
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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 Comments 1 Likes

Posted: 6 months ago
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Giving thanks every day for life in this amazing part of the world. 0 Comments 1 Likes

Posted: 6 months ago
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Brotemarkle, Davis & Co. LLP's cover photo Brotemarkle, Davis & Co. LLP updated their cover photo. 0 Comments 2 Likes

Posted: 6 months ago
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Brotemarkle, Davis & Co. LLP's cover photo Rainbow over HWY 29 and Provenance 3/6/19
Brotemarkle, Davis & Co. LLP updated their cover photo. 0 Comments 1 Likes

Posted: 6 months ago
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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 Comments 2 Likes

Posted: 6 months ago
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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 Comments Brotemarkle, Davis & Co. LLP And pictures https://public.tableau.com/profile/federal.trade.commission#!/vizhome/TheBigViewAllSentinelReports/StatebyState 0 Likes

Posted: 6 months ago
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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 Comments 2 Likes

Posted: 6 months ago
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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 Comments 1 Likes

Posted: 6 months ago
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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 Comments 2 Likes

Posted: 7 months ago
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Brotemarkle, Davis & Co. LLP's cover photo Napa Valley Commute to Work
Brotemarkle, Davis & Co. LLP updated their cover photo. 0 Comments 3 Likes

Posted: 8 months ago
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Brotemarkle, Davis & Co. LLP We are looking forward to teaching classes at Sonoma State in February as part of the Wine Industry Finance program http://web.sonoma.edu/sbe/wine-business-institute/education/wine-industry-finance-and-accounting.html
Brotemarkle, Davis & Co. LLP updated their status. 0 Comments 3 Likes

Posted: 8 months ago
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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 Comments 4 Likes

Posted: 8 months ago
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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 Comments Thanks for the mention! We are 100% remote and flexible, with unlimited PTO. We have many clients who are far ... 3 Likes

Posted: 8 months ago
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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 Comments 9 Likes

Posted: 8 months ago
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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 Comments 1 Likes

Posted: 8 months ago
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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 Comments 1 Likes

Posted: 8 months ago
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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 Comments 0 Likes

Posted: 8 months ago
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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 Comments 0 Likes

Posted: 9 months ago
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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 Comments 1 Likes

Posted: 9 months ago
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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 Comments 0 Likes

Posted: 9 months ago
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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 Comments 0 Likes

Posted: 9 months ago
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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 Comments 1 Likes

Posted: 9 months ago

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