Perspective » Subscribe

Follow
- Facebook
- Twitter
- LinkedIn
- Blog
Share
Pay My Bill
For Customers

Home
About
Education
- Upcoming Classes
- Previous Classes
Services
Resources
- Downloadable
- Affiliations
Pay My Bill
Contact Us

Home

Recent Posts

- Log in
Archives

Subscribe

Please subscribe to receive our posts by email.

Leave This Blank:Leave This Blank Too:Do Not Change This:

Your email:

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

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

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

*Definition is here. When asked about her favorite part of her last job, Alex Castro was quick to respond "the view". An avid appreciator of both the beauties of nature and the essence of people, one of her favorite non-work activities is to head to the beach to watch the sunset. Alex is a Napa native with experience in the wine and sports training industries. Arriving for her first day of work in the middle of the Covid-19 stay at home order, Alex met the team online. Her upbeat energy and positive, infectious attitude are a great addition to our customer service team - both in person and online.

Alexandria CastroPhi-localist*

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 is a CPA licensed by the California Board of Accountancy.

Gabe RotellaStraight Shooter

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

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

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

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

Brotemarkle, Davis & Co. LLP
Shared story

New team members mean more cool titles! Can you find our "Animated Taxster" and "Mogul Master" here? https://www.bdcocpa.com/company/team#-

Team - BDCo, Brotemarkle Davis & CO. LLP - An accounting and advisory firm with deep knowledge about the wi

BDCo specializes in wine industry accounting.
Facebook Twitter Pinterest LinkedIn

Posted: 4 days ago
Brotemarkle, Davis & Co. LLP
Added photos

Attending @NetSuite conference with an eye towards winery applications that offer better insights to owners and their teams. #SuiteWorld Love this view of inventory across a business.#WinerySoftware #InsightsNeeded
Facebook Twitter Pinterest LinkedIn

Posted: 4 days ago
Brotemarkle, Davis & Co. LLP
Shared story

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
Facebook Twitter Pinterest LinkedIn

Posted: About a year ago
Brotemarkle, Davis & Co. LLP
Shared story

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
Facebook Twitter Pinterest LinkedIn

Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Mobile status update

Brotemarkle, Davis & Co. LLP updated their phone number. 1 Likes
Facebook Twitter Pinterest LinkedIn

Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Shared story

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
Facebook Twitter Pinterest LinkedIn

Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Mobile status update

Brotemarkle, Davis & Co. LLP updated their address.
Facebook Twitter Pinterest LinkedIn

Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Mobile status update

Brotemarkle, Davis & Co. LLP updated their address.
Facebook Twitter Pinterest LinkedIn

Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Added photos

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
Facebook Twitter Pinterest LinkedIn

Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Mobile status update

Brotemarkle, Davis & Co. LLP updated their address.
Facebook Twitter Pinterest LinkedIn

Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Mobile status update

Brotemarkle, Davis & Co. LLP updated their address. 2 Likes
Facebook Twitter Pinterest LinkedIn

Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Shared story

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
Facebook Twitter Pinterest LinkedIn

Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Shared story

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.
Facebook Twitter Pinterest LinkedIn

Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Mobile status update

Changes are coming for CA employers with more than 5 employees - you must offer a retirement plan by June 30, 2022. 3 Likes
Facebook Twitter Pinterest LinkedIn

Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Shared story

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.
Facebook Twitter Pinterest LinkedIn

Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Shared story

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
Facebook Twitter Pinterest LinkedIn

Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Shared story

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
Facebook Twitter Pinterest LinkedIn

Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Shared story

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
Facebook Twitter Pinterest LinkedIn

Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Shared story

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
Facebook Twitter Pinterest LinkedIn

Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Shared story

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
Facebook Twitter Pinterest LinkedIn

Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Shared story

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
Facebook Twitter Pinterest LinkedIn

Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Mobile status update

Breaking News: Changes to federal tax deadline and paid leave. https://www.bdcocpa.com/resources/articles 2 Likes
Facebook Twitter Pinterest LinkedIn

Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Shared story

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 Likes
Facebook Twitter Pinterest LinkedIn

Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Shared story

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
Facebook Twitter Pinterest LinkedIn

Posted: Over a year ago
Brotemarkle, Davis & Co. LLP
Shared story

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
Facebook Twitter Pinterest LinkedIn

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

Office

1000 Main Street, Suite 250
Napa, CA 94559

Phone  :  707-963-4466
FAX  :  707-266-1673
email  :  info@bdcocpa.com

For Customers

Pay My Bill
Downloadable
Consent Form
ShareFile
Preferred Providers

Follow Us

© 2021 BDCo, Brotemarkle Davis & CO. LLP

Home About Education Services Resources Pay My Bill Contact Us

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

Download

x