BPM LLP

BPM1™ is the way we do business – it’s the way we serve clients. Through our Assurance, Tax, and Advisory practices, we focus on providing high quality and innovative solutions to deliver the best results for our clients. From audit and risk advisory to consulting services, and technology solutions, we utilize an approach that is customized to fit the specific needs of our clients.

Through our BPM1™ service model, we offer a cross-functional team approach that gives clients direct access to the best and most qualified resources. From our go-to-market by industry model to our focus on specialty services, we take pride in bringing the can-do, practical spirit of entrepreneurial vision to all of our clients’ activities.

We take our professional standards seriously and pride ourselves in focusing on what is best for our clients as well as for our people and the communities in which we live and work. We are proud to be registered with the Public Company Accounting Oversight Board (PCAOB) and in compliance with the American Institute of Certified Public Accountants (AICPA) Peer Review Standards.

Advisory:

• Family Office Services / Business Process Outsourcing
• Coordination of key advisors
• Private equity and venture capital investment coordination
• Tax Planning and Preparation 
• Exit Planning
• Corporate Finance Consulting
• CFO Services
• Risk Advisory
• Forensic Accounting for Family Law
• Dispute Resolution Forensics and Litigation
• Philanthropy consulting, coordination and compliance
• HR and People Services
• IT Security Advisory
• Cybersecurity
• Managed IT Services
• Technology Solutions
• Sage Intacct

Full list - https://www.bpmcpa.com/Services 

Our mission is to wow clients with our service, depth of knowledge and deep understanding of their business, personal, and financial goals.

Our vision is to be an innovative, independent, nationally recognized firm, known for its depth and breadth of services and for connecting our clients and our people to the knowledge, resources, and communities they need to be successful in work and life.

Values: 

Community Meet our responsibilities to the communities where we live, work and play. 

Respect Value each other, the work we do and everyone we serve.

Integrity Be fair and accurate, honoring commitments and doing what is right.

Creativity Encourage initiative, imagination and originality.

Knowledge Have the technical knowledge to serve our clients.

Excellence Strive for excellence and quality in all that we do.

Teamwork Create value by working and innovating together, within and across our business.

Success Achieve profits and growth to make our values and objectives possible.

Our values influence everything we do, from providing valuable services to clients, to valuing the diversity and creativity of our employees, to supporting the communities in which we live and work.

Because People Matter: We are committed to the success of clients and view each engagement as uniquely important. Rather than impose cookie-cutter solutions, we listen to clients and respond to needs, thereby developing effective plans that address both current priorities and future goals 

Full-Service Approach: Through our BPM1™ service model, we offer a cross-functional team approach that gives clients direct access to the best and most qualified resources across our assurance, tax, and advisory practices. Our clients get the best of both worlds from us - business advisory professionals with real-world experience and technical knowledge

Proactive & Responsive: We are passionate about helping our clients by delivering work-class service and developing satisfied clients for life. We proactively seek opportunities to provide solutions, advice and exceptional client experiences. We pride ourselves in being responsive to clients’ expressed and inferred needs. 

• Webinars
• Training Sessions / Workshops
• Articles
• White Papers
• Blogs
• ebooks
• Informational videos