Dillwood Burkel & Millar, LLP is pleased to announce the promotion of our new partner Agnese Daniel, CMA.
Agnese started her career in public accounting in 2008 after graduating from the Haas School of Business at UC Berkeley, and she joined DBM in 2017. She also has years of experience working as Director of Finance at a local nonprofit. Agnese specializes in accounting and auditing issues in nonprofit, technology, and manufacturing industries, and is currently the principal auditor for many local nonprofits and businesses. As a partner, Agnese will continue to help DBM expand its growing attestation and consulting practice.
We are proud to announce that Dillwood Burkel & Millar, LLP (DBM) was named by the North Bay Business Journal as one the Best Places to Work, and was named by Accounting Today as one of the 2022 Best Firms to Work For. This is our firm’s second year receiving the Best Places to Work honor and fifth year being recognized as one of the Best Firms to Work For.
We appreciate these recognitions as they came from our team members’ acknowledgement of the firm’s effort in creating a family friendly environment that supports work/life balance and encourages learning and collaboration. As a firm, we will continue to focus on our team members’ professional growth, which in turn we believe will result in excellent client services.
Dillwood Burkel & Millar, LLP is pleased to announce the promotion of two new partners: Jennifer Pickle, CPA and Lotasha Thomas, CPA, MBA.
Jennifer started her career in public accounting in 2006 after graduating from Sonoma State University, and she joined DBM as a manager in 2016. She also has years of experience working as a controller at a fast growing real estate investment company. Jennifer specializes in real estate and nonprofit accounting and is currently the principal auditor for many local businesses. As a partner, Jennifer will continue to help DBM expand its growing attestation practice.
Lotasha also started her public accounting career in 2006 as an intern at DBM. She left the firm briefly after 6 years and worked as a controller at a couple of large local nonprofits. She also returned to Sonoma State University and earned her MBA degree. Lotasha returned to DBM in recent years to provide valuable controller-level accounting services to clients in a variety of industries, including wineries, technology companies, professional services companies, and nonprofits. As a partner, Lotasha will continue to work closely with our clients and grow our firm’s consulting service.
DBM celebrates the firm’s 21st birthday in July. Thanks to our founding partners’ vision from day one, DBM has always been a firm that puts our people first, and our client services at the highest standard. Over the years, our firm has overcome obstacles that come in many different forms, has embraced changes in our profession and our environment, and is coming out stronger than ever. We are known in the business community for our expertise and dedication to our clients, and have been recognized by Accounting Today as the one of the nation’s best accounting firms to work for in the past three years.
Twenty-one years later, we are growing our client base at a steady pace, and are attracting more talent to join our team. We are well-positioned to continue our growth trajectory. It is truly an exciting time to be at DBM!
Cheers! To a firm that just reached legal drinking age!
In 2020, DBM was selected once again as one of the Best Accounting Firms to Work for in the United States by Accounting Today. The timing of the award is perfect for the firm’s 20th anniversary. It is unfortunate that we were not able to hold a celebration party with all of you due to the pandemic. Have no fear! Once the restrictions placed on all of us by the local governments are lifted, and COVID is no longer a threat, we will have a party to thank you all for your support for our firm!
When we celebrate this major milestone of the firm, we also celebrate the career of our partner Penny Millar. After retiring from the partnership at the end of the year, Penny will takes a less active role in the firm to spend more time with her grandchildren and travelling with her husband, Paul O’Rear. She will not be completely gone from the firm, but will definitely be limited in when she will be actively working.
We look forward to seeing you all as we celebrate these two great milestones for the firm.
In supporting social distancing and preventing the spread of COVID-19, our firm has implemented our business continuity plan. All DBM team members are working remotely effective March 16, 2020.
We are well prepared for situations like this and have the processes in place to continue providing our clients with uninterrupted quality services. Although our office is closed, we are all available via email or by phone. If you reach the automatic answering message when you call our main office number, please use the directory to select the person you would like to reach. We will get back to you just like we would have when we were in the office.
Our partner Penny Millar is presenting at two workshops sponsored by SCORE. The shops are on January 7, 2020, on Fundamentals of Accounting, and on February 4, 2020, on Using QuickBooks Online to Track Your Business.
DBM was recently named as one of the 2019 Accounting Today’s Best Accounting Firms to Work for. Go Team!
Congratulations to our partner Dave Dillwood for receiving this year’s Outstanding Conference Volunteer award from the CalCPA! Dave has been a planning committee member for CalCPA’s Wine Industry Conference for the past decade and has been the chairperson of the committee for eight times. He has been also been a frequent presenter at the Conference. Congratulations Dave!
DBM celebrates the firm’s fifteenth anniversary. The firm has enjoyed steady growth since its formation in 2000, and we’ve continued to provide excellent tax, assurance, business valuation, and advisory services to our clients. We are thankful for our talented staff and appreciate the opportunities to work with our clients.
As of December 2014, DBM is a certified Green Business in Sonoma County. The Green Business Program is a California program that gives distinction to businesses that put forth effort to protect, preserve, and sustain the environment.
We have minimized our impact on the environment by encouraging electronic transmissions of files to and from our office whenever possible, reducing our waste, increasing our recycling awareness, purchasing environmentally friendly products and equipment, and reducing our energy and water usage. Through our efforts, we hope to leave as positive impact on the environment as possible to create a better world for future generations.
Throughout 2015, we’ll continue to transition into more environmentally-friendly practices with our clients, which includes sending invoices through email. In future years, tax returns and financial statements may be issued to clients electronically. Clients will still have the option to request paper copies of documents from our office, and all clients will receive an update before any changes are fully transitioned.
If you have any questions, please contact our office.
DBM celebrated our firm’s 13th anniversary in July 2013. Our firm was established on a foundation of a wealth of knowledge and expertise brought to the practice by our founding partners. Thirteen years later, we continue to provide a variety of services to our clients, from audits to compilations, from tax preparation to future tax planning, and from business valuation to litigation support. We pride ourselves for being our clients’ trusted advocate for their financial future.