• Follow
    • Facebook
    • Twitter
    • LinkedIn
    • Blog
  • Share
  • Pay My Bill
  • For Customers
    • Pay My Bill
    • Consent Form
    • Downloadable
    • Preferred Providers
    • Secure File Sharing
  • Home
  • About
    • OUR WHY
    • Team
    • Careers
    • Testimonials
    • Customers
    • Our View on Equality
  • Education
    • Upcoming Classes
    • Previous Classes
  • Services
    • Assurance
    • Tax
    • Consulting
    • Business Valuation
    • Software Services
    • Coaching
    • Advisory Live
  • Resources
    • Downloadable
    • Affiliations
    • See Your Future ... Learn From Your Past
    • Blog
    • Articles
    • Social
    • Newsletter-archives
    • Covid Resources by Date
    • Covid-Tax
    • Covid- Loans
    • Covid- Self-Employed PPP
    • Covid PPP Loan Forgiveness
    • New Lease Accounting Rules in 2022
  • Pay My Bill
  • Contact Us
    • Contact Us
    • Map & Directions
    • Subscribe
For Customers/Secure File Sharing
  • For Customers
    • Consent Form
    • Downloadable
    • Preferred Providers
    • Pay My Bill
    • Secure File Sharing
The Strategic Performance Management Workshop was a breath of fresh air. It guided us in clarifying our vision and developing a strategy to get there. But, unlike many such courses, Craig also provided us with hands-on experience and very user friendly tools to implement change in our business practices. His...
Tom Clark & Laurie Claudon of Clark-Claudon Vineyards

Read More »

Secure File Sharing

We offer secure file sharing with members of our firm.  Please select the individual team member from the list below to securely upload and share your files with our staff. 

  • Craig Underhill
  • Guy Carl
  • Rebekah Kramer
  • Erica Riddle
  • Lisa Akrawi
  • Alexandria Castro
  • Mattie Eagle
  • Chandra Englehart
  • Randy Gnagy
  • Diane Leenders
  • Dawn Marshall
  • Aaron Soon
  • Heather Sprauve
  • Jake Thomas
  • Erica Umphreyville
  • Geni Whitehouse
  • Summer Zito
Team
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
Rebekah Kramer, CPA is a partner in 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 KramerGoddess of GAAP
Diane Leenders is a graduate of Saint Mary's College in Moraga, California.  She is an experienced tax professional who has previously held audit positions in both public accounting and industry.  Diane is an open water swimmer who regularly competes, along with members of her family, in masters swimming events. She enjoys the feeling of gliding through the waves and the resulting sense of calm.  Water is a recurring theme in her life, as she met her husband on a water skiing adventure.  Diane is an early riser and her daily ritual begins with coffee and a view of the rising sun.  Diane cherishes this time alone and feels that "each day provides an opportunity to make that day meaningful."   Diane is a CPA, licensed by the California Board of Accountancy.
Diane LeendersIlluminator
Summer joins the BDCO tax team remotely from her home in Montana. After experiencing 4 previous tax seasons, she has a passion for tax planning and still gets excited about IRA to Roth conversions as a tax-saving strategy. (Be sure to ask her.) A graduate of North Dakota State University, Summer majored in accounting and minored in fraud investigation and found her way to accounting by accident. She was headed towards a career in law enforcement until she took that first accounting class and discovered a new passion. When Summer isn’t focused on taxes, she is an avid animé fan and appreciates the teachings that are delivered by its profound characters.  While she had the good fortune of spending a number of her childhood years in the beautiful country of Bahrain, her ideal vacation destination is Japan during the cherry blossom festival.   Summer is a CPA licensed by the  Montana Board of Public Accountants. 
Summer ZitoAnimated Taxster
Jake Thomas has a unique background which combines advanced studies in Physics and WSET Level 3 certifications in Wine & Spirits.  He has taught physics classes at Stanford and created more than 500 custom cocktails at high end resorts in the Bay Area.  Whether he finds himself behind a desk, in front of a classroom, or working the bar, Jake is motivated by the impact he is able to have on others. Jake is a life-long learner who looks for new ways to stretch beyond his comfort zone.  We are grateful to have access to his curiosity, knowledge, and mixology magic as a member of the firm’s administrative team. When he has time outside of work and is not busy researching Quantum Field Theory, Quantum Electrodynamics, Chaos Theory or mixing whiskey cocktails, Jake is fond of trips to Canada for back country snowboarding.
Jake ThomasIrrational Number Nerd
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
*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*
Lisa Akrawi is a graduate of Walla Walla University where she earned a BBA with a concentration in accounting and a certificate of business analytics. A former Napa Valley resident, she was drawn to accounting by an interest in numbers, organization, and balance.  She sees accounting as a specialized language to learn and apply.  Her BDCo title, 'Virtuoso', is word-play on the importance of integrity in the role of a public accountant and the artistic endeavors in her personal life. She became a certified makeup artist while obtaining her BBA and continues to make time for creative activities, even when work gets busy. This is her way of maintaining time management, critical thinking, and work-life balance.  From her Orlando, Florida home, Lisa enjoys peaceful mornings, summer storms, and a sunny house full of pets and plants.  
Lisa AkrawiVirtuoso
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.  In 2022, she added a Masters of Taxation to her credentials.  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. She particularly enjoys researching tax laws as they change in search of new opportunities to help our customers. 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 both by the New Mexico Board of Accountancy and the California Board of Accountancy. 
Mattie EagleSilver Spinner
Chandra Englehart is a resident of Illinois and holds a degree from the University of Evansville (UE) and a Masters in Business Administration from the University of Southern Indiana.  She has prior experience in both audit and tax and has held accounting roles in both private equity funds and banks.  At one point, she even worked on a cemetery audit and was engaged in counting headstones.  She is excited about applying her spirit-counting expertise in Wine Country and to helping people make sense of the numbers.  She is an avid baseball fan and competitor, and as a former player on the NCAA Division 1 UE softball team, still holds the home run record.  Her accolades don’t stop there as she was recognized as a 4 time all Academic player and at one point even held the record for getting “Hit by Pitch”.  A mother of two young children, Chandra is inspired by her Mom, and is constantly looking for new ways to grow and learn.   Chandra is a CPA licensed by the Illinois Board of Examiners.  
Chandra EnglehartPinch Hitter
Recent Articles
  • What the New Crystal Springs AVA Means for Vineyard Owners: Tax Benefits and Opportunities
  • Prove it or Lose It - Why recordkeeping matters
  • The Art of Estimated Tax Payments: Planning as Meticulous as Vineyard Management
  • Proposed Bill Stands to Make Retroactive Changes to 2022 Tax Returns
All Articles»
Offices in downtown Napa

1000 Main Street, Suite 250
Napa, CA 94559

Meetings in our offices can be arranged by appointment only.  Please let us know if you will be dropping by our offices so we can be sure to greet you. 

707-963-4466

Directions»

Blog Latest

Read More »

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
Secure File Sharing
Preferred Providers


Follow Us
© 2024 BDCo, Brotemarkle Davis & CO. LLP
HomeAboutEducationServicesResourcesPay My BillContact Us Credits Accessibility