Brotemarkle, Davis & Co LLP

What Brotemarkle, Davis & Co LLP does

Brotemarkle, Davis & Co LLP (BDCo) is a privately-held accounting and advisory firm organized as a California Limited Liability Partnership, headquartered in Napa, California. Founded in 1983, the firm specializes in serving wineries, vineyards, and wine-adjacent businesses primarily in Napa Valley and broader California wine regions, with remote staff extending service to clients in Texas, Florida, New Mexico, and Montana. BDCo's service portfolio spans core CPA offerings — assurance (audit and review), tax preparation and planning (federal and California state), consulting, business valuation, and software services (QuickBooks selection and implementation) — alongside adjacent revenue streams in executive coaching, leadership development (Strategic Performance Management), and fee-based education delivered through Napa Valley Vintners-sponsored workshops.

The firm's underlying technology is conventional for a regional CPA practice: standard accounting and tax preparation software, QuickBooks integration, ShipCompliant for beverage compliance, and a boutique website built and maintained by CAMALEO web intelligence. Its differentiated value lies in codified wine-industry expertise rather than proprietary technology — appellation costing, cellar costing, grape inventory methodologies, R&D tax credits for winery experimentation, tariff refund work, and USDA program compliance (Tree Assistance Program, acreage reporting) — supported by a designated wine industry analyst role and team members holding WSET Level 3 wine certifications.

BDCo generates revenue through engagement-based professional services pricing rather than disclosed productized offerings. Its go-to-market is primarily community-led and referral-driven: sponsored workshops with Napa Valley Vintners, thought-leadership content (the "Perspective" blog and "The Business of Wine" newsletter), community involvement (Junior Achievement, Women for WineSense, Arts Council of Napa Valley), and direct sales via in-person, phone, and secure file sharing channels. The firm is owned and managed by its partner CPAs with no external private equity or venture capital investment, and serves a mix of wineries (primary), nonprofit organizations, small businesses, and high-net-worth individuals.

Name

Brotemarkle, Davis & Co LLP

Legal name

Brotemarkle Davis & Co. LLP

Website

https://bdcocpa.com

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

11–50 employees

Short description

Brotemarkle, Davis & Co LLP (BDCo) is a Napa, California-based CPA and advisory firm specializing in accounting, tax, assurance, valuation, and consulting services for wineries and vineyards across Napa Valley and other U.S. wine regions. It serves a distributed base of small-to-mid wineries, nonprofits, small businesses, and high-net-worth individuals.

Ownership category

akta.pro rank

Headquarters

HQ city

St. Helena

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Tax Preparation and Planning: Tax return preparation and planning services for individuals, partnerships, LLCs, S-Corporations, and C-Corporations, with specialization in wine industry tax issues including research credits, tariff refunds, and USDA program tax implications.
2. Assurance Services: Audit and review services for financial statements, with expertise in wine industry operations and compliance requirements.
3. Consulting: Business consulting including strategic performance management, operational reviews, and industry-specific advisory services for wineries and hospitality entities.
4. Business Valuation: Valuation services for wineries, vineyards, and related businesses, including succession planning and transaction support.
5. Education and Training: Fee-based workshops and classes for the wine industry on topics including wine costing, tax planning, working with accountants, and strategic performance management.
6. Coaching Services: One-on-one and team coaching services for business leadership and management development.
7. Software Services: Accounting software selection, implementation, and support services, including QuickBooks and other platforms.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

Brotemarkle, Davis & Co LLP (BDCo) is a CPA firm that provides accounting, tax, assurance, consulting, business valuation, coaching, and software advisory services with deep specialization in the wine industry. Core offerings include federal and state tax preparation and planning, audit and review of financial statements, wine-specific costing and operational reviews, business valuations for wineries and vineyards, QuickBooks and ShipCompliant advisory, and executive coaching using Strategic Performance Management. The firm also delivers Napa Valley Vintners-sponsored educational classes on wine costing, accounting fundamentals, and tax planning, plus a subscription-based article library for industry clients.

Product overview

Brotemarkle, Davis & Co LLP (BDCo) is a CPA firm offering a unified portfolio of accounting and advisory services specifically designed for the wine industry. The core service offerings include Assurance Services, Tax Services (federal and California state), Consulting, Business Valuation, Software Services, and Coaching. Supporting these are educational services including Wine Industry Articles (a subscription-based knowledge library) and Education Classes (sponsored workshops on wine costing, budgeting, and accounting). Additional specialized services include USDA Program Assistance and Research & Development Tax Credit Advisory for wineries performing experimental activities. The firm also provides client-facing services such as Secure File Sharing and downloadable resources through their online portal. The architecture is services-based rather than a platform-plus-modules model.

Differentiator

Problem solved

Functional benefit

Products and services

• Assurance Services Audit and review services for financial statements, providing independent verification of financial reporting accuracy for wine industry and other clients.
• Tax Services Tax preparation, planning, and compliance services for individuals, partnerships, LLCs, S-corps, and C-corps at federal and California state levels.
• Consulting Strategic business consulting including operational reviews, financial planning, and advisory services tailored for wine industry clients.
• Business Valuation Business and asset valuation services for wineries, vineyards, and related businesses, supporting succession planning and transactions.
• Software Services Accounting software guidance, QuickBooks consulting, and technology advisory services for wine industry clients.
• Coaching Executive and management coaching services focused on strategic performance management and leadership development for wineries and related businesses.
• Education Classes Workshops and seminars for winery owners and managers on topics including wine costing, accounting fundamentals, budgeting, and tax planning, sponsored by Napa Valley Vintners.
• Wine Industry Articles and Resources Subscription-based article library covering wine industry tax, accounting, compliance, and business topics including tariffs, research credits, and regulatory changes.
• Secure File Sharing Secure document exchange platform for sharing sensitive financial documents between BDCo and its clients.
• USDA Program Assistance Assistance with USDA programs including Tree Assistance Program (TAP) applications, acreage reporting, and compliance documentation for vineyard owners.
• Research & Development Tax Credit Advisory Guidance on federal research credit qualification for wineries performing vineyard and cellar experiments, including documentation requirements and deduction vs. credit analysis.

Quantifiable outcome

• Junior Achievement expansion from 250 to over 4,000 participants annually under firm leadership

Named customers8 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Two partnerships are on record, tiered core and minor.

• Napa Valley VintnerscoreStrategic or Co-development PartnerNapa Valley Vintners sponsors BDCo's educational workshop program for wineries. BDCo offers free classes to winery members on topics including wine costing, tax planning, and working with accountants. This partnership positions BDCo as the preferred accounting advisor for NVV member wineries.
• Payroll MastersminorImplementation/ SI/ Consulting PartnerLocal payroll provider recommended to BDCo clients. Proactive about client monitoring and provides onboarding materials reminding employers of ongoing liability for payroll taxes. BDCo refers clients requiring payroll management services.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Armanino LLP: Top 20 U.S. accounting and business consulting firm headquartered in California with strong wine, food, and beverage industry practices. Comparable regional CPA with industry specialization and similar advisory/consulting service breadth.
• Moss Adams LLP: Large West Coast-headquartered CPA and consulting firm with food and beverage industry expertise. Comparable in scale and in serving middle-market enterprise clients across the western U.S. with full tax, assurance, and consulting offerings.
• Burr Pilger Mayer (BPM): Large Bay Area-based accounting and advisory firm with industry-focused practices. Comparable as a California-headquartered CPA firm serving middle-market and enterprise clients across multiple verticals including wine and hospitality.
• Baker Tilly US: Top-tier U.S. advisory, tax, and assurance firm serving consumer products and food/beverage clients. Comparable in offering breadth and middle-market enterprise client base, including agricultural and hospitality segments.
• Eide Bailly LLP: Top 25 U.S. accounting and advisory firm serving middle-market clients across multiple industries. Comparable professional services peer with similar tax, assurance, and consulting offerings and a similar mid-tier positioning.
• Plante Moran: Large U.S. accounting and advisory firm serving middle-market clients. Comparable as a CPA firm with industry-focused practices and a similar mix of assurance, tax, and consulting services delivered to enterprise clients.
• Marcum LLP: Top-tier U.S. accounting and advisory firm with a wine and beverages industry group. Comparable as a large CPA firm serving wine industry clients with tax, assurance, and consulting services plus industry specialization.
• Frank, Rimerman + Co. LLP: California-based CPA and advisory firm with a well-established wine industry practice serving Napa and Sonoma wineries. The closest direct comparable given similar wine industry specialization, regional Northern California focus, and CPA/advisory service mix.
• Wipfli LLP: Top 25 U.S. accounting and advisory firm with food and beverage industry expertise. Comparable as a mid-tier CPA firm serving agricultural and consumer-products clients with full-service tax, assurance, and consulting offerings.

Broad incumbents

• Deloitte Tax LLP: Big 4 accounting firm with a wine and spirits industry practice serving large multinational beverage companies. Comparable industry expertise but vastly larger scale, broader geographic footprint, and deeper technology investment than BDCo.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/bdcocpa
• Facebookfacebook.com/bdcocpa
• LinkedInlinkedin.com/company/brotemarkle-davis-&-co-llp

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Brotemarkle, Davis & Co LLP