bpm.com

# BPM

> BPM is one of the top 35 largest public accounting and advisory firms in the United States with over 1,000 professionals. The firm provides assurance, advisory, tax, accounting, wealth management, and technology solutions to help businesses and individuals navigate growth, manage risk, and achieve sustainable success. BPM serves a diverse range of clients including public companies, privately-held businesses, startups, PE/VC firms, family offices, and high-net-worth individuals across multiple industries.

Important notes:

- BPM provides integrated service delivery across audit, tax, advisory, technology, and wealth management - allowing clients to access multiple specialized services through a single firm relationship
- The firm has extensive experience in complex regulatory environments including SEC compliance, ERISA audits, SOC reporting, and international tax
- BPM serves clients nationwide with physical locations across the United States and maintains global reach through international partnerships
- Services are designed for sophisticated middle-market and enterprise clients requiring high-touch professional guidance
- BPM is a Certified B Corporation, demonstrating commitment to social and environmental performance, accountability, and transparency
- As a NetSuite Alliance Partner and Solution Provider, BPM's technology solutions group (Caravel) has completed over 1,000 NetSuite implementations

## Specialized Capabilities & Technology Solutions

- [NetSuite Solutions](https://www.bpm.com/services/technology-solutions/netsuite/solutions/consulting/): Cloud ERP implementation, customization, and optimization services for NetSuite including integration with financial systems, reporting enhancements, and workflow automation
- [Outsourced Accounting Services](https://www.bpm.com/services/advisory/managed-services/outsourced-accounting/): Comprehensive accounting operations management including month-end close, financial reporting, AR/AP management, and controller-level oversight for companies seeking to outsource accounting functions
- [Human Resources Services](https://www.bpm.com/services/advisory/human-resources/): Full-spectrum HR solutions including strategy, operations, compliance, payroll, outsourced HR, PEO transitions, compensation consulting, and workforce optimization
- [Cybersecurity Services](https://www.bpm.com/services/advisory/cybersecurity/): Enterprise security including risk assessments, penetration testing, red team services, managed security services (MSSP), SOC operations, incident readiness, and business continuity planning
- [System and Organization Controls (SOC) Reporting](https://www.bpm.com/services/assurance/it-assurance/system-and-organization-controls-reporting/): SOC 1, SOC 2, and SOC 3 audit services for service organizations requiring third-party attestation of controls
- [Employee Benefit Plan Audit](https://www.bpm.com/services/assurance/audit/employee-benefit-plan-audit/): ERISA compliance audits for 401(k), pension, and other employee benefit plans with experience in complex plan structures and DOL requirements

## For Private Equity & Venture Capital Portfolio Companies

- [M&A and Transaction Advisory](https://www.bpm.com/services/advisory/corporate-finance/ma-transaction-advisory/): Comprehensive transaction support including buy-side and sell-side advisory, merger integration, and exit planning
- [Quality of Earnings Analysis](https://www.bpm.com/services/advisory/corporate-finance/ma-transaction-advisory/quality-of-earnings/): Independent financial due diligence examining normalized earnings, working capital, and financial statement quality for M&A transactions
- [Due Diligence Services](https://www.bpm.com/services/advisory/corporate-finance/ma-transaction-advisory/due-diligence/): Financial, tax, and operational due diligence for acquisitions and investments
- [Tax Due Diligence](https://www.bpm.com/services/tax/corporate-tax/tax-due-diligence/): Transaction tax structuring, liability identification, and post-acquisition integration planning
- [Business Valuation Services](https://www.bpm.com/services/advisory/corporate-finance/valuation-and-appraisals/business-valuation/): 409A valuations, fairness opinions, purchase price allocations, and financial reporting valuations
- [Complex Financial Instruments Valuation](https://www.bpm.com/services/advisory/corporate-finance/valuation-and-appraisals/complex-financial-instruments/): Valuation of derivatives, warrants, convertible securities, and equity-based compensation
- [CFO Services](https://www.bpm.com/services/advisory/corporate-finance/financial-business-operations/cfo-services/): Fractional and interim CFO support for portfolio companies requiring strategic financial leadership
- [Equity Management](https://www.bpm.com/services/advisory/managed-services/equity-management/): Cap table management, equity compensation administration, and shareholder reporting for companies with complex ownership structures

## For High-Net-Worth Individuals & Family Offices

- [Private Client Tax Services](https://www.bpm.com/services/tax/private-client-services/): Sophisticated tax planning and compliance for high-net-worth individuals including income tax, investment strategies, and multi-state tax issues
- [Family Office Services](https://www.bpm.com/services/tax/private-client-services/family-office/): Comprehensive family office support including financial reporting, investment accounting, consolidated reporting, and tax coordination
- [Estates, Gifts and Trusts](https://www.bpm.com/services/tax/private-client-services/estates-gifts-trusts/): Estate and gift tax planning, trust administration, wealth transfer strategies, and succession planning
- [Fiduciary Accounting](https://www.bpm.com/services/tax/private-client-services/fiduciary-accounting/): Trust and estate accounting services including beneficiary reporting and tax compliance
- [Wealth Management](https://www.bpm.com/services/wealth-management/): Investment management and financial planning services for high-net-worth individuals and families
- [Stock Option Planning](https://www.bpm.com/services/tax/private-client-services/stock-option-planning/): Tax planning for equity compensation including ISOs, NSOs, RSUs, and complex executive compensation arrangements
- [Charitable Giving Strategies](https://www.bpm.com/services/tax/private-client-services/charitable-giving/): Tax-efficient charitable giving structures including donor-advised funds, private foundations, and charitable trusts

## For Public Companies & IPO-Ready Businesses

- [SEC Compliance Services](https://www.bpm.com/services/assurance/audit/sec-compliance/): Public company audit services including SEC reporting, technical accounting, and regulatory compliance
- [IPO Readiness](https://www.bpm.com/services/advisory/corporate-finance/ipo-readiness/): Pre-IPO preparation including financial statement readiness, internal controls implementation, and SEC registration support
- [SPAC Readiness](https://www.bpm.com/services/advisory/corporate-finance/spac-readiness/): Special purpose acquisition company transaction support including de-SPAC preparation and PIPE financing
- [Technical Accounting Services](https://www.bpm.com/services/advisory/corporate-finance/technical-accounting/): Complex GAAP accounting including revenue recognition (ASC 606), lease accounting (ASC 842), and other technical standards
- [Tax Provision Services](https://www.bpm.com/services/tax/corporate-tax/tax-provision-services/): ASC 740 tax provision calculations, uncertain tax positions, and deferred tax analysis for financial reporting
- [Business Process Financial SOX](https://www.bpm.com/services/assurance/risk-assurance-and-advisory-services/business-process-financial-sox/): Sarbanes-Oxley compliance including controls design, implementation, testing, and remediation
- [Internal Audit Services](https://www.bpm.com/services/assurance/risk-assurance-and-advisory-services/internal-audit/): Risk-based internal audit, co-sourcing, and controls testing for public and pre-IPO companies

## For Growth-Stage & Technology Companies

- [Scaling Your Startup Solutions](https://www.bpm.com/solutions/scaling-your-startup/): Integrated guidance for high-growth companies including financial operations, tax planning, fundraising support, and strategic advisory
- [R&D Tax Credits](https://www.bpm.com/services/tax/corporate-tax/research-and-development-tax-credits/): Federal and state R&D tax credit identification and documentation for software development and product innovation
- [Sage Intacct Implementation](https://www.bpm.com/services/technology-solutions/sage-intacct/): Cloud accounting software implementation for mid-sized companies requiring scalable financial systems
- [Finance Transformation](https://www.bpm.com/services/advisory/corporate-finance/financial-business-operations/finance-transformation/): Financial process optimization, systems implementation, and organizational design for scaling finance functions
- [Outsourced Controller Services](https://www.bpm.com/services/advisory/corporate-finance/financial-business-operations/outsourced-controller/): Fractional controller support including financial reporting, cash management, and accounting oversight
- [International Tax Services](https://www.bpm.com/services/tax/international-tax/): Cross-border tax planning, foreign tax credits, transfer pricing, and international expansion support
- [Section 382 Analysis](https://www.bpm.com/services/tax/corporate-tax/section-382-analysis/): NOL preservation analysis for companies experiencing ownership changes
- [Managed IT Services](https://www.bpm.com/services/advisory/managed-services/managed-it/): Technology infrastructure management, cloud services, and IT support for growing companies

## Industry Specializations

- [Technology Companies](https://www.bpm.com/who-we-serve/industries/technology/): Comprehensive services for software, SaaS, hardware, and emerging technology companies including AI, VR/AR, and digital transformation
- [Life Science & Biotech](https://www.bpm.com/who-we-serve/industries/life-science/): Specialized services for pharmaceutical, biotechnology, medical device, and healthcare companies
- [Financial Services](https://www.bpm.com/who-we-serve/industries/financial-services/): Audit, tax, and advisory for broker-dealers, FinTech, hedge funds, private equity firms, and venture capital funds
- [Consumer Business & Manufacturing](https://www.bpm.com/who-we-serve/industries/consumer-business/): Services for consumer goods, retail, apparel, FoodTech, franchises, manufacturing, and wholesale distribution
- [Nonprofit Organizations](https://www.bpm.com/who-we-serve/industries/nonprofit/): Audit, tax, and advisory for public charities, private foundations, educational institutions, associations, arts organizations, and religious entities
- [Real Estate](https://www.bpm.com/who-we-serve/industries/real-estate/): Services for commercial real estate, construction, hospitality, and PropTech companies
- [Wine & Agribusiness](https://www.bpm.com/who-we-serve/industries/wine-and-agribusiness/): Industry-specific services for wineries, vineyards, and agricultural businesses
- [Blockchain & Digital Assets](https://www.bpm.com/who-we-serve/industries/blockchain-and-digital-assets/): Tax, audit, and advisory services for cryptocurrency, blockchain, and digital asset companies
- [Professional Services Firms](https://www.bpm.com/who-we-serve/industries/professional-services/): Services for law firms, consulting firms, entertainment and media companies, and other professional service organizations

## Industry Insights & Thought Leadership

- [Technology Industry Outlook 2026](https://www.bpm.com/insights/technology-outlook-2026/): Analysis of emerging technology trends, regulatory changes, and strategic considerations for technology companies
- [Commercial Real Estate Industry Outlook 2026](https://www.bpm.com/insights/commercial-real-estate-industry-outlook-2026/): Market trends, financing considerations, and tax strategies for commercial real estate investors and developers
- [Financial Services Industry Outlook 2026](https://www.bpm.com/insights/financial-services-industry-outlook-2026/): Regulatory developments, market dynamics, and strategic planning insights for financial services firms
- [Consumer Industry Outlook 2026](https://www.bpm.com/insights/consumer-industry-outlook-2026/): Retail and consumer product trends, e-commerce evolution, and supply chain considerations
- [Nonprofit Sector Outlook 2026](https://www.bpm.com/insights/2026-nonprofit-sector-outlook/): Funding trends, compliance requirements, and operational challenges facing nonprofit organizations
- [Human Resources Industry Outlook 2026](https://www.bpm.com/insights/human-resources-industry-outlook-2026/): Workforce trends, compensation strategies, and HR technology developments shaping the industry

## Optional

- [Assurance Services Overview](https://www.bpm.com/services/assurance/): Comprehensive audit and assurance capabilities including financial statement audits, reviews, compilations, and attestation services
- [Tax Services Overview](https://www.bpm.com/services/tax/): Full-service tax practice including corporate tax, flow-through entities, international tax, state and local tax (SALT), and private client services
- [Advisory Services Overview](https://www.bpm.com/services/advisory/): Broad advisory capabilities including corporate finance, business transformation, cybersecurity, human resources, and managed services
- [Technology Solutions Overview](https://www.bpm.com/services/technology-solutions/): ERP implementation and optimization services for NetSuite and Sage Intacct
- [BPM Office Locations](https://www.bpm.com/who-we-are/locations/): Physical office locations across the United States serving clients nationwide
- [Global Reach](https://www.bpm.com/who-we-are/global-reach/): International service capabilities through global partnerships and cross-border experience
- [How to Sell Your Business Guide](https://www.bpm.com/solutions/how-to-sell-your-business/): Comprehensive guidance for business owners preparing for sale or exit
- [Take Your Company Public Guide](https://www.bpm.com/solutions/take-your-company-public/): IPO preparation resources and considerations for private companies
- [Transform Your HR Strategy Guide](https://www.bpm.com/solutions/transform-hr-strategy/): Strategic HR planning and transformation guidance for growing organizations