Firm News

January 2017

DBM kicks off a new year by welcoming a new manager, Jennifer Pickle, CPA; a new senior staff, Agnese Daniel; a new associate, Flint Weldin; and a new intern, Dayane Mendoza. We are so excited to have you on our team!

December 2016

Congratulations to Hillary Erbert for passing all parts of the CPA exam and meeting all licensing requirements.  We are so proud of you!

November 2016

Our Assurance Manager, Jennifer Scherrman, CPA, will be presenting at the December Wine Industry Conference.  Jennifer will be sharing her knowledge in vineyard and winery cost accounting.  She’s gained experience in this area working with a variety of local winery and vineyard clients over the past six years at DBM. Register soon through the Cal CPA website!

October 2016

We have a champion among us! Congratulations to Tina Neustel, our Office Manager and a member of the Sonoma-Marin-Napa chapter of the Executive Women’s Golf Association.  Tina and her fellow team members brought home the 10th Annual Cal Cup from the EWGA Cal Cup golf tournament.  This is the second consecutive win for Tina and her team.

May 2016

DBM welcomes two new associates, Juan Gamez and Michele Bode, both graduates from Sonoma State University.  Prior to joining DBM, Juan worked as an in-house accountant at Martinelli Winery, while Michele led the national back office team at AT&T.

October 2015

DBM welcomes a new senior associate, Rupi Malhi, CPA. Rupi started her public accounting career with Frank Rimerman Consulting in the Bay Area and also has experience working as an in-house senior accountant for Foley Family Wines.

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.

January 2015

DBM is pleased to announce the promotion of Karen Carlozzi, CPA to Tax Manager, and Jennifer Scherrman, CPA to Assurance Manager.

Before joining DBM in 2012, Karen worked for KPMG and Chevron. She currently specializes in helping clients through challenging tax issues.  Jennifer has eight years of public accounting experience with a focus on assurance services.  She’s been with our firm since 2010 and offers a variety of services to our clients, including consulting, attestation, tax return preparation, and inventory costing.

To learn more about our partners and managers, visit the About Us page.

January 2015

DBM starts the new year by welcoming two new associates, Sophorn Pen and Hillary Erbert.  Sophorn graduated from Sonoma State University in May 2014.  He joined DBM in 2015 after working as a Credit Analyst at Summit State Bank.  Sophorn is currently working to obtain his CPA license.  Hillary is still a student at Sonoma State and will join DBM’s full-time staff after her graduation this May.  Hillary has been interning with the firm since January 2014.

Welcome aboard Sophorn and Hillary!

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.

December 2014

Our Partner Dave Dillwood will be presenting at CalCPA Education Foundation’s Wine Industry Fundamentals conference on December 9 at Napa Valley Marriott Hotel & Spa. Dave’s presentation will explore key tax and business issues related to accounting for fixed assets and inventory accounting. Dave has been on the Wine Industry Conference planning committee for the past nine years.

July 2014
DBM celebrates our firm’s 14th anniversary and welcomes Christina Hollingsworth, CPA and Bruce Moeller, JD, CPA to the partnership. Christina is an Audit Partner with 14 years of public accounting experience. She is looking forward to taking on an active role in developing the firm’s assurance services and will continue to work closely with her clients. Bruce is a Tax Partner with 32 years of experience. He is looking forward to help lead the firm’s expansion into fraud and forensic accounting services and provide the firm’s growing client base with personalized tax planning and consulting services.

January 2014
DBM welcomes two interns to our team, Michael Rosenthal and Hillary Erbert. Both accounting students at Sonoma State University, Michael and Hillary are expected to graduate in summer 2014 and fall 2015, respectively. Welcome Michael and Hillary!

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.