TAX & ACCOUNTING
You have complex tax and accounting needs, and we have comprehensive solutions for wineries and the hospitality industry. No matter what your circumstances are, BDCo will help you navigate challenges and prepare for the future. Basic services include tax and accounting, audit, assurance, compliance and financial forecasting. But we don't stop there. To learn more or schedule a free consultation, please give us a call or send an email.
Already have a tax accountant that does a great job for your winery? Wonderful, no need to make a change. We can focus on working with you to improve your business results.
We know you’re always looking for ways to maximize performance and boost your bottom line. As a firm that specializes in local industry, we’ve made it our business to help you do just that. We combine traditional practices with innovative, custom solutions that create measurable results. Some services include:
Strategic Performance Management
Understanding your business from a big-picture perspective, and charting a course to the future you envision
Development of Critical Measures
Analyzing and understanding key performance indicators, monitoring success
Getting more from meetings, improving teamwork and productivity
Winery Digital Dashboards
Creating visual milestones of performance, improving results through a system of feedback and reward
Taking your team to the next level
A revolutionary system for hiring and retaining the right people
Knowing how much to spend and how to sustain a competitive compensation plan
Looking into the future of your business and designing a financial structure to get you where you want to be
Are you ready for a different kind of accounting and advisory firm experience? Then you’ve come to the right place. Sure we’ll do your taxes, and when we do we’ll be looking at your whole business, seeking ways to make innovative changes that boost your bottom line.
With BDCo, you get more than just a great accounting firm. You get peace of mind and a partnership you can count on.
We put people first. When you call, you’ll talk to someone who knows you and your business. You’ll get prompt responses and insightful solutions, and as much time as it takes to discuss your questions. In fact, you’ll never pay extra for a visit or phone call.
Why we do what we do.
We believe customers have the best answers. So we listen to them.
We believe employees have the best ideas. So we trust them.
We believe Napa Valley is the best place to work, live and visit.
So we work to protect it. We live to enjoy it. We savor the company.
Our beliefs are at the core of the way we do business. They determine how we treat our employees and how we work with our customers. They drive us to work harder and smarter every day and to ask more questions. It’s why we come to work and why we invest our time in the charitable organizations that make our community better.
What do you believe?
Accounting isn’t only about tax returns. It’s about improving your business. By focusing on the wine and hospitality industries, we’ve developed the experience and knowledge to help you avoid costly mistakes and grow your bottom line. Because we’re the best in our business, you can stay focused on being the best in your business.
Learn more about what our philosophy means to you.
There's a golden vineyard at the end of the rainbow
A rainy day has its benefits here in the Napa Valley.
Meet our team of winery accounting pros
Got LIFO? We can help.
Free classes for winery managers
Brotemarkle, Davis and Company offers our second class in the Financial Communication Series on May 21st 2013. Free to members of the Napa Valley Vintner's Association, the class is designed for anyone charged with achieving financial goals in a winery. Click here for details or to register.
Working towards a shared financial goal
28 March, 2013
Brotemarkle, Davis & Co. present a three-part series designed to get winery owners and their teams focused on shared financial objectives. Instructors Craig Underhill and Geni Whitehouse will show owners and staff how to understand, communicate, and apply common financial concepts to the business of wine.
The first class will be offered on Tuesday April 23rd from 8:30 to 10:30.
Session 1, Creating and monitoring financial goals, is designed specifically for owners.
The class will cover setting and reviewing financial goals and sharing information with teams.
Topics will include:
- Key winery metrics
- How to interact with your finance person
- What information to review
- What information to share with your team
- How to hold people accountable
This class is free to members of the Napa Valley Vintners.
For information, and to register, please CLICK HERE.
BDCo offers third in a series of free classes
14 March, 2013
Brotemarkle, Davis and Company is teaching the third session of Financial Communication for Winery owners and managers on March 21, 2013 from 8:30 to 10:30 at their offices on 899 Adams Street in St. Helena. The class is offered at no charge to members of the Napa Valley Vintners. Interested winery owners and managers can click here to register.
Financial Communication for Winery Managers
13 February, 2013
Session two of Brotemarkle, Davis & Co's new Financial Communication series is offered free to members of the Napa Valley Vintner's association. In this class, managers will learn to connect the dots between financial information that meets an owner’s needs and financial information that helps drive team results. Click here for more information and to register.
Need winery assets? Buy them before the end of the year.
09 November, 2012
Just make sure you know how the rules for tax deductions work. We provide some help in our latest article.
Better records now will reduce year-end hassles
14 August, 2012
Get your accounting records ready for new IRS 1099-K document matching rules that will be applied to your 2012 sales receipts.
BDCo offers free class for Winery Owners and Managers
02 August, 2012
Our next "Creating Accountability" class, offered at no charge to NVV association members, is August 16, 2012 from 8:30 -10:30.
In this one-day class, we'll show you how to identify activities that lead to desired outcomes. Owners work in teams to review a case study and identify Critical Success Factors. Then they will identify KPIs to measure progress in a given area. We'll provide tools and techniques while class attendees provide ideas and insight.
Invest just two hours and learn how to have everyone in your organization accountable for their results.
Register online here.
"We admire your work. You are helping to transform the wine industry and our view of accountants."
- Linda Reiff, Executive Director, Napa Valley Vintners
"Because (the Jump Start Class) is taught by CPAs, many people might assume that it's all about numbers (i.e., statistics). However, your course was so much more than that -- not only goals, but how to actually achieve them, using innovative and unusual (but effective) management concepts. In addition to teaching the concepts, you also provided the tools for motivating others, and staying focused on what was really important. Definitely an enlightening, engaging and fun series of classes. "
- Brett Meltzer, Turnbull Wine Cellars
"I so enjoyed the (Jump Start) course and am finding the process and tools we discussed incredibly helpful. "
- Elizabeth Marston
(Starting in January of 2013)
A three-part series designed to get winery owners and their teams focused on shared financial objectives.
Napa Valley Vintners Association
Offered at no charge to NVV association members
We offer different classes for different roles in a winery:
- Session 1, Creating and monitoring financial goals, is designed specifically for owners and GMs.
In this class, owners will learn about setting and reviewing financial goals and sharing information with teams .
- Session 2, Achieving financial goals,isdesigned for managers.
In this class, managers will learn the difference between financial information that meets an owner’s needs and financial information that helps drive team results.
- Session 3, Working towards a shared financial goal, brings owners and managers together.
In this class, owners and managers will work together to produce a framework for sharing financial information that leads to results for your organization.
Click here for dates and registration.
All classes are Tuesdays or Thursdays
from 8:30 to 10:30 am
at 899 Adams Street in St. Helena
FREEto members of Napa Valley Vintners
$300 for Non-Members