Business Details
40 Years
experience
Your Trusted Partner for Accounting, Tax, and Advisory Solutions
At BPM, we embrace a bold vision for the future that drives innovation, transformation, and success in both work and life. With over 1,200 professionals across industries, service lines, and time zones, we deliver exceptional experiences and results through our BPM1 service model, which puts people first and provides direct access to world-class solutions. Our mission is to help clients succeed by fostering an inclusive and empowering environment where diverse perspectives and expansive expertise converge. As a Certified B Corporation, we are committed to using business as a force for good, demonstrated through our community engagement, DEIB initiatives, and sustainable practices. Our global team combines deep industry knowledge with cutting-edge technology to address complex challenges in assurance, advisory, tax, and wealth management. Recognized as one of the 35 largest public accounting firms in the U.S., we maintain licenses in 20+ states and serve clients through physical locations across the U.S. and internationally.Our Net Promoter Score of 71more than double the industry averagereflects our dedication to client satisfaction. We specialize in serving industries ranging from financial services and life science to technology and nonprofit sectors, adapting our expertise to meet unique client needs at every business stage. Our commitment to excellence is evidenced by strategic alliances with firms like AssurX and recognition as Tipalti's 2024 NetSuite Partner of the Year. Through our Virtual Region, we ensure meaningful interactions regardless of location, combining local support with global capabilities.
Services
Audit Services
Tax Advisory
Cybersecurity
HR Consulting
Wealth Management
Details
- Year established: 1986
Highlights and features
- Our BPM1 service model delivers integrated solutions across 12+ industries
- 71% Net Promoter Score reflecting exceptional client satisfaction
- Licensed in 20+ U.S. states with global service capabilities
- Recognized as 2024 NetSuite Partner of the Year by Tipalti
- Strategic alliances with technology leaders like AssurX for enhanced cybersecurity
Associations and certifications
- Certified B Corp
What people say
Exceptional client service
Industry-specific expertise
Proactive compliance support
Strategic business insights
Timely responsiveness
Services
Audit Services
BPM provides comprehensive audit services with industry-specific expertise across financial services, life science, technology, and nonprofit sectors. Our licensed professionals ensure compliance with SEC, IRS, and ERISA regulations while delivering strategic insights to enhance business performance. With experience serving public companies and complex organizations, we combine technical excellence with personalized service to build stakeholder trust and support informed decision-making.
Cybersecurity
Our cybersecurity team offers risk assessments, penetration testing, and compliance solutions tailored to evolving threats. Specializing in SOC readiness, cloud security, and incident response, we help organizations protect sensitive data while maintaining operational continuity. With expertise in cybersecurity frameworks and standards, we provide proactive defense strategies that align with business objectives and regulatory requirements across multiple industries.
Tax Advisory
BPM's tax services cover corporate, international, and private client needs with specialized expertise in transfer pricing, tax credits, and compliance strategies. We help businesses navigate complex tax obligations while identifying opportunities for savings and growth. Our team stays current with evolving regulations to deliver customized solutions that optimize tax positions for clients ranging from startups to multinational corporations.
HR Consulting
Our HR consulting services include compensation planning, compliance, and outsourced HR solutions designed to optimize workforce management. We help organizations develop effective HR strategies that align with business goals while ensuring adherence to employment regulations. With industry-specific knowledge, we support clients in talent development, payroll services, and HR system implementation to enhance organizational effectiveness.
Wealth Management
BPM provides comprehensive wealth management services for individuals, families, and businesses seeking to build and preserve assets. Our services include investment advice, estate planning, and insurance strategies tailored to clients' unique financial goals. With a focus on long-term growth and risk management, we help clients navigate complex financial decisions while maintaining compliance with regulatory standards.
People
Brian Finnegan
Partner, Assurance
Brian leads BPM's Assurance Practice Group with over 25 years of experience in public accounting. He specializes in audit and compliance solutions for complex organizations, focusing on SEC reporting and regulatory requirements.
Rich Bellucci
Partner, Assurance
Rich serves as Chair of BPM's Board of Directors and oversees complex audit engagements. With expertise in financial services and regulatory compliance, he provides strategic guidance to public and private companies.
Brad Holsworth
Of Counsel, Assurance
Brad co-leads BPM's Financial Services practice with extensive experience in audit and advisory services. He specializes in serving broker-dealers and alternative investment firms across regulatory compliance matters.
Questions
What industries does BPM specialize in?
BPM serves 12+ industries including financial services, life science, technology, nonprofit, real estate, and professional services with tailored solutions for each sector.
How does BPM's BPM1 service model work?
Our BPM1 model integrates cross-functional teams to deliver personalized solutions, combining industry expertise with innovative technology for comprehensive client support.
What compliance services does BPM offer?
We provide SEC, IRS, ERISA, and FAR compliance services, along with cybersecurity frameworks and international tax regulations expertise for diverse business needs.
Are BPM's services available outside California?
Yes, we have 30+ locations across the U.S. and international offices in Canada, India, and the UK, with virtual services available nationwide.
What recognition has BPM received?
BPM is recognized as one of the fastest-growing accounting firms, 2024 NetSuite Partner of the Year, and maintains a 71% Net Promoter Score industry-leading client satisfaction.
Reviews (1)
Jenny Albert
Mar 23, 2014
Report
For over 20 years FAL has been my Tax Planner and I would never consider using another. The firm answers my questions in a timely manner, pays excellent attention to detail (the accountants have caught my mistakes on more than one occasion) and always provides courteous, professional service. The knowledge and experience base available at FAL, inclusive of foreign investment tax advice, is amazing. In a day in age where greed trumps integrity, I'm grateful to work with a group of professionals I can trust with my finances.
