Firm News

November 2019

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.

October 2019

DBM was recently named as one of the 2019 Accounting Today’s Best Accounting Firms to Work for. Go Team!

July 2018

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!

July 2015

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.

December 2014

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.

July 2013

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.