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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

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

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

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

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

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

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

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

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

Nate Panek is a graduate of San Jose State University where he earned a BA in advertising. He spent 8 years working for the Northglenn Colorado police department as a police officer, SWAT team member, and trainer before returning to Northern California. Most recently, Nate has served in a number of different hospitality and event roles at leading Napa Valley wineries and his family's vineyards. A sports enthusiast, Spartan racer and hockey player and coach, Nate is drawn to new challenges and opportunities to learn and teach. At BDCo, he hopes to learn more about the business of wine and is currently pursuing his MBA at Southern New Hampshire University. When he's not studying, working, coaching, or training for his next race, he is busy keeping up with his two dogs, one of which is a Great Dane.

Nate PanekCoach

Brotemarkle, Davis & Co. LLP
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Brotemarkle, Davis & Co. LLP updated their business hours. 0 Comments 0 Likes

Posted: Last month
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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: 3 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: 3 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: 4 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: 4 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: 4 months ago
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Giving thanks every day for life in this amazing part of the world. 0 Comments 1 Likes

Posted: 4 months ago
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's cover photo Brotemarkle, Davis & Co. LLP updated their cover photo. 0 Comments 2 Likes

Posted: 4 months ago
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'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: 4 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: 4 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: 4 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: 4 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: 4 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: 5 months ago
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's cover photo Napa Valley Commute to Work
Brotemarkle, Davis & Co. LLP updated their cover photo. 0 Comments 3 Likes

Posted: 6 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: 6 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: 6 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: 6 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: 6 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: 6 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: 6 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: 7 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: 7 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: 8 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: 8 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: 8 months ago
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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 Comments 3 Likes

Posted: 8 months ago
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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 Comments 0 Likes

Posted: 8 months ago
Brotemarkle, Davis & Co. LLP
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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 Comments 0 Likes

Posted: 9 months ago
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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 Comments 6 Likes

Posted: 9 months ago

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The World Is Changing ... Fast

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