The Mentor Plus® CSPM* Program Certification in Strategic Performance Management
The designation is only provided by Mentor Plus, the leading training and consulting organization to the accounting profession.
According to Edi Osborne, CEO of Mentor Plus,
"A Mentor Plus® CSPM designee is a uniquely qualified professional who uses his/her knowledge of business performance fundamentals to improve the quality of information for decision makers and reporting bodies. In addition to mastering a number of tools and methodologies, the designee is also trained in communicating concepts so that they are relevant to business managers. Accountants who seek this designation are driven to provide superior customer service and want to help their clients avoid and plan for potential difficulties, rather than just accurately report on them once they occur."
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.
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.
Guy Carl has been a CPA with BDCo since 1992. 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 long-standing member of the Napa Active 20-30 Club, an organization dedicated to helping children in the community. An avid outdoorsman, Guy writes a weekly column on the great outdoors in the Napa Valley Register.
Guy is a CPA licensed by the California Board of Accountancy.
Chris Meineke specializes in wine industry accounting and has been with BDCo since 2006. As the firms Audit Partner, he provides audit, review, valuation and CFO services, as well as inventory and financial analysis. He enjoys helping wineries understand how their business is performing and how to improve operations and value. He holds a BS in managerial economics and a BA in history from the University of California at Davis. He is a CPA and an ABV (Accredited in Buisness Valuation.)
Chris is active in Kiwanis and serves on the board of the St. Helena Family Resource Center.
Chris is a CPA licensed by the California Board of Accountancy.
Patricia Walker is a CPA with over 20 years of experience in taxation. Patricia holds a masters degree in tax, and as the firm's Tax Partner, specializes in tax research, estate planning, compliance, and tax planning for high net worth individuals and their businesses. She excels in working with attorneys and customers to evaluate, implement, and monitor estate plans. Patricia graduated from San Jose State University with a Bachelors of Science in Business Administration with a concentration in Accounting. In 2003, she completed her Masters in Taxation from Golden Gate University in San Francisco. She is currently the treasurer of Napa Humane and is the immediate past-president of Soroptimist International of Napa, an organization that supports women and girls on both the local and international level.
Originally from Douala, Cameroon, Noura Antar found her way first to Maryland where she attended Montgomery College and then Morgan State University. She graduated with an accounting degree and joined Ernst & Young in McLean, Virginia. She worked first on the audit team at E&Y and when the cold got to be too much, she found her way to PWC in San Francisco. Noura will be working in both tax and audit at BDCo. When she is not at work, she will most likely be outside looking for a new place to walk and explore. Noura says her favorite thing about California is … pretty much everything.
Noura is a CPA licensed by the California Board of Accountancy.
Nathan Anulo has 5 years of experience accounting for the hospitality industry in Napa Valley. Nathan's prior roles include accounting manager in the hospitality industry and treasurer of the Pacific Union College Preparatory School. His role at BDCo includes both tax and audit assignments for various customers. Originally from Ethiopia, Nathan has been active in the St. Helena Hospital and Angwin Community Services and is a former treasurer of the Active 20-30 of Napa. He is a graduate of Pacific Union College in Angwin, California.
Nathan is a CPA licensed by the California Board of Accountancy.
Janice Conte has a diverse background with experience ranging from high end hospitality to high volume real estate transactions to high stress escrow management. She knows her way around a general ledger and knows how to keep her 4 grandchildren entertained. On top of that, she always has a smile on her face and is the first person you see when you enter our office and the first voice you hear when you give us a call.
Terry Hollenstain, CPA has worked in wine industry accounting since 1981 including a stint as Assistant Controller for a Sonoma County winery. She has experience in systems implementations, training of accounting personnel, audit and accounting, and taxation. A roll-up-your-sleeves sort of gal, Terry loves to help people learn about accounting and the financial management of their business. In her spare time, she is a Humane Society volunteer and is training her Schnauzer to be a Pet Therapy dog. She holds a BA in English from Sonoma State University.
Terry is a CPA licensed by the California Board of Accountancy.
Ina is an Enrolled Agent (EA) with more than 15 years of experience as a tax accountant. She began her career with 9 years at a Big Four CPA firm where she specialized in trust taxation before moving on to local CPA firms where she expanded her experience to include business entities and individual taxes. A fervent traveler and an excellent cook, Ina has a daily adventure navigating her way across Jameson Canyon and up Highway 29. In her spare time, Ina is working to pass the CPA exam, when she is not being (pleasantly) distracted by her granddaughter.
Prior to joining BDCo, Erica Riddle was the Labor Optimization Manager at Six Flags Discovery Kingdom. Although her office was located right next to a roller coaster, Erica says her favorite attraction at the park was the tigers she first got to know as cubs. She works on both tax and accounting projects for the firm and holds both a Masters of Science in Accountancy and B.A. in Government: International Relations from California State University in Sacramento. As a knitting hobbyist, Erica says the key to her success is patience and concentration, which also makes her a wizard at spreadsheets, programming, and all things accounting. She also holds the unprecedented distinction of being a candy maker and is a "third-generation Riddle Brittler".
Ericais a CPA licensed by the California Board of Accountancy.
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 2015-2012, Geni has been named one of the 25 most powerful women in accounting by CPA Practice Advisor and in 2010-2012 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 is a team member of TEDxNapaValley.org and spoke at their event in September of 2011.
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