FIRM REPORT 2024-25

Clients

Empowering clients to thrive amid change.

We are dedicated to guiding clients as they navigate critical areas such as cybersecurity, reducing their carbon footprint and AI. Below you will find an overview of how we deliver industry-specific insights and innovative tools that fuel growth, streamline processes and keep our clients ahead in an evolving marketplace.

Elevating your defenses through comprehensive cybersecurity

In 2024, the average cost of a data breach in the United States reached a staggering $9.36 million — an expense no client should endure. At BPM, we further strengthened our leadership in cybersecurity to help our clients focus on growth rather than threats. Our experienced team collaborates closely with clients, providing guidance through an increasingly complex threat landscape.

We prioritize proactive defense strategies and customized solutions to mitigate risks from phishing, ransomware and insider threats. With continuous monitoring and advanced safeguards, we protect sensitive data, ensure compliance with evolving regulations, and equip clients to face future challenges with confidence.

Top recent insights from our leaders

What is Cybersecurity? 10 Best Practices and Strategies - BPM

Penetration testing 101: Key to your cybersecurity defense - BPM

Understanding FISMA and FedRAMP

This year, you may have seen our team at:

  • BlackHat USA
  • CUNA Cybersecurity Conference
  • CXO Cybersecurity Summit
  • EnergySec Security & Compliance Summit
  • Evanta Southern California CISO Executive Summit
  • Infosecurity Magazine’s Online Summit
  • NCHN Annual Educational Conference
  • TribalNet Conference

Empowering success

Explore our leading solutions.

Unlocking efficiency with outsourced accounting services

BPM’s Outsourced Accounting Services provide more than just bookkeeping; we serve as a strategic partner for small businesses and multinationals. With CPA-level expertise in tax, assurance and financial support, we deliver tailored solutions to meet your unique challenges. Our experienced team enhances data integrity, offers insightful financial analytics and implements automation for greater efficiency. By outsourcing your accounting to BPM, you can focus on your core business while accessing top-tier expertise and cost-effective solutions to navigate complex financial needs.

Navigating complex accounting with ease

BPM offers specialized technical accounting services tailored to small and mid-sized companies facing complex regulatory environments. Our experienced team provides essential support throughout your business lifecycle, from IPO advisory to analyzing the accounting implications of transactions. We assist with external audits, implement new accounting standards, and prepare financial statements and disclosures. Connect with BPM to gain access to top-tier guidance, ensuring compliance while focusing on strategic growth and meeting investor expectations.

Tailored services for managing your family’s wealth

BPM’s Family Office Services are designed for ultra-high-net-worth families seeking to simplify financial management while achieving unique wealth goals. Our dedicated team provides comprehensive support, from investment tracking and budgeting to tax planning and philanthropic consulting. We customize our services to meet each family’s specific needs, ensuring financial well-being and strategic oversight. When you work with BPM, you gain access to experienced advisors who help navigate complexities, enhance reporting, and fulfill your family’s legacy and objectives.

Building inclusive workplaces where your talent thrives

BPM’s DEIB Consulting Services help our clients create inclusive and engaging workplaces where innovation flourishes, productivity soars and individuals feel they belong. Through customized assessments, strategy development and ongoing support, we guide you in cultivating a culture that attracts top talent, improves retention and drives business outcomes. With BPM, you’ll unlock new growth opportunities and foster lasting, meaningful change across every phase of your organization’s journey.

Transforming collaboration with AR/VR technology

BPM’s Augmented and Virtual Reality (AR/VR) services empower businesses to connect, collaborate and innovate in immersive ways. Whether enhancing remote onboarding, creating dynamic customer experiences or streamlining operations, we help organizations leverage AR/VR to boost productivity, reduce costs and maintain competitiveness. With specialization in new technology integration, BPM guides clients through seamless transitions from traditional practices to future-ready solutions. Join us to unlock the full potential of AR/VR for your business.

Reducing risks and empowering sustainable growth

BPM’s ESG Advisory Services help organizations align environmental, social and governance goals with business strategies. We guide clients in designing impactful ESG programs, managing regulatory compliance, and measuring progress through industry benchmarking, carbon accounting and performance tracking. With BPM’s deep knowledge, companies can reduce costs, mitigate risks and enhance stakeholder trust. Whether building new initiatives or improving existing ones, BPM helps drive sustainable growth that benefits your organization, community and the planet.

Harnessing AI’s power for your competitive business advantage

BPM is your strategic advisor in harnessing the transformative power of artificial intelligence (AI) for middle-market companies. With a deep understanding of AI’s potential, our experienced professionals guide you in identifying opportunities, implementing solutions and navigating challenges. We are here to help your business become AI-ready and gain a competitive edge to thrive in an increasingly digital landscape. Let’s unlock the value of AI together!

Celebrating
the launch of BPM’s Global Network

We are thrilled to share the launch of the BPM Global Network, connecting independent member firms to deliver international services worldwide, under a unified brand. Sydney-based advisory firm Enspira Financial has joined as the network’s first international member, establishing the BPM Global Network’s entry in the Asia-Pacific region.


BPM has created the BPM Global Network in an effort to expand our brand recognition and drive growth both domestically and internationally.

Stay tuned for more exciting developments as we transform how we serve businesses and individuals globally.


The BPM Global Network is a new international network to be comprised of independent accounting firms that will each be members of BPM Global Ltd. BPM Global Ltd, a company limited by guarantee registered in England and Wales, coordinates the BPM Global Network and does not provide client services. BPM Global Ltd and each member firm of the BPM Global Network are separate and independent legal entities and solely responsible for their own acts, omissions, or liabilities and not those of each other. Enspira Financial and BPM LLP each operate as independent entities under the BPM Global Network member brand.

This year, BPM has also expanded our presence in:

Nevada

Canada

Utah

United Kingdom

Delivering solutions through industry specialization

We provide direct access to industry-leading professionals who deliver specialized services and tailored solutions to meet your evolving needs. Combining deep sector knowledge with a wide range of accounting and advisory capabilities, we help you solve challenges, fuel growth and achieve results.

We meet you where you are today—and stay ahead of where you’re going. Whether navigating changing market conditions, ensuring compliance, implementing technology or strengthening cybersecurity, our team offers support across every phase of your business’s life cycle.

Explore our industries:

Blockchain and Digital Assets

Consumer Business

Financial Services

Life Science

Nonprofit

Professional Services

Real Estate

Technology

Wine and Agribusiness

Sharing valuable insights

Our leaders strive to add value whenever possible, consistently seeking opportunities to share helpful information and insights. Here’s a curated selection of the most popular thought leadership from BPM this year.

401(k) audit requirements

Nonprofit revenue recognition

Form 5500 participant counting

DEI vs. DEIB

Top 5 401(k) compliance issues

Understanding tax abatement

Nevada's retirement savings

What is DEIB?

Five priorities for CIOs

AI in commercial real estate

What our clients say

“The BPM team is pro-active in both planning and providing important communications, very responsive, takes the time to understand the business and discuss complex transactions, and, most importantly, works well with my team. Because of the strong working relationship we have with BPM, we have never missed a deadline – even with last minute transactions.”

Mallorie Burak

Energous Wireless Power Solutions

[I appreciate] the approachability and knowledge of the team, the no-nonsense conversations and the trust that every team member portrays.”

Alex de Lorraine

Archblock Inc.

It's not just the professionalism, the deep knowledge, and customer-service oriented focus, but also the friendliness, amiability, and level-headed approach that the team, especially the director, puts in how they approach our business model.”

Jeanie Hirokane

Osher Foundation

They go beyond just auditing and take the time to understand the business which makes the audit process more efficient.”

Tim Siegman

TruAmerica Multifamily, LLC

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