BPM

Gain clearer insight into financial reporting, controls, and business risks to support compliance, stakeholder trust, and confident decisions.

Plan for tax obligations, identify savings opportunities, and coordinate complex tax and estate matters for businesses, individuals, families, and nonprofits.

Strengthen financial operations and reporting with outsourced accounting and technical guidance that support confident decisions and sustainable growth.

Get tailored guidance and operational support to improve performance, manage risk, and pursue sustainable growth through technology and business advisory.

Build compensation programs aligned with organizational goals to attract and retain talent, reward performance, and address compliance.

Uncover financial facts, quantify losses, and present credible evidence to help resolve disputes and protect your interests.

Get purpose-built property valuations to support confident decisions across transactions, reporting, tax matters, and disputes.

Align financial decisions with long-term goals, preserve assets, and support family or organizational priorities through coordinated wealth guidance.

Build a reliable financial foundation, meet reporting requirements, and gain accounting insights that support confident decisions and growth.

Gain independent assurance, support credible financial reporting, and build stakeholder confidence with audits tailored to business and regulatory needs.

Meet UK compliance requirements and maintain good standing while freeing directors and officers to focus on business strategy and growth.

Manage complex UK and international payroll, maintain compliance, reduce administrative demands, and focus on business growth.

Navigate UK and international tax requirements, meet local compliance needs, and support business growth with commercially focused tax guidance.

Assurance services

BPM’s assurance services combine financial statement audits and reviews, public company and nonprofit audits, IT assurance, SOC reporting, and risk assurance and advisory. Services include tailored audit planning; SEC, PCAOB, statutory, and nonprofit audit work; SOC examinations and readiness; cybersecurity and IT risk assessments; internal audit; SOX and regulatory compliance support; and special reports. Industry-informed professionals assess financial statements, business risks, internal controls, information systems, and data security to help organizations meet requirements and make decisions with greater confidence.

Category: Audit and Assurance Services

• Align Audit Work With Risks And Deadlines
  Focused planning helps address relevant risks, prepare for filing deadlines, support stakeholder communication, and clarify engagement scope.
• Support Reporting And Compliance Requirements
  Audit and review services address financial reporting requirements for public, private, and nonprofit organizations, including SEC, statutory, and applicable nonprofit audit requirements.
• Assess Technology Risks And Controls
  IT assurance helps organizations understand technology risks and the controls and practices used to secure and store data.
• Demonstrate Controls And Data Security
  Independent SOC reporting documents controls and data-security practices, supports customer compliance needs, addresses security questions, and can reduce repetitive inquiries. Readiness assessments help identify gaps before formal examination.
• Manage Risk And Strengthen Controls
  Identify key risk areas in business processes and financial reporting, assess control exposure, and support effective operations.
• Address Nonprofit Assurance Needs
  Nonprofit-focused audit and related financial services support applicable requirements, financial reporting, and stakeholder confidence.
• Build And Maintain Effective Controls
  Support regulatory requirements while developing a sustainable control environment aligned with business objectives.
• Clarify Financial Strength
  Special reports provide useful financial information to clients and business partners when a full audit is not needed.

Tax Services

BPM provides tailored tax planning, compliance, and consulting for businesses, individuals, families, and nonprofits. Services span corporate and flow-through taxes, international and state tax matters, private-client planning, tax controversy, nonprofit filings, and tax issue resolution. Private client support includes year-round tax planning, IRS representation, trust and estate planning, and family office services such as advisor coordination, financial reporting, family operations, asset oversight, and legacy planning. Specialists help clients meet filing obligations, identify credits and exclusions, manage cross-border operations, and plan wealth transfers.

• Meet Filing Requirements And Plan Tax Liability
  Businesses receive filing and planning support tailored to their entity structure, financial goals, and tax obligations.
• Navigate Cross-Border Tax Obligations
  Support international operations and related-party transaction compliance with planning and documentation suited to cross-border requirements.
• Plan Throughout The Year
  Coordinate tax planning and compliance across complex financial circumstances, changing tax laws, and family or business priorities.
• Plan Wealth Transfers Across Generations
  Develop trust, gift, estate, and charitable giving strategies that account for family priorities and tax obligations.
• Coordinate Complex Family Finances
  Bring advisors, planning, reporting, and family operations together in a structure tailored to the family’s needs.
• Coordinate Assets And Legacy Planning
  Support oversight of investments and personal assets while planning for succession, wealth transfer, and family priorities across generations.
• Resolve Tax Disputes And Complex Issues
  Get representation for IRS audits and guidance on complex tax matters and policy developments.
• Complete Nonprofit Tax Filings
  Support federal and state nonprofit tax filings and related compliance requirements.
• Identify And Substantiate Tax Opportunities
  Identify potential credits and exclusions and support substantiation, including research and development credits across multiple programs.

Accounting Services

BPM provides outsourced accounting and technical accounting services tailored to an organization’s needs. Outsourced services cover day-to-day financial operations, month-end close, financial statements, cash flow forecasting, budgeting, reporting, and accounting systems. Technical accounting specialists advise on complex transactions, accounting standards, SEC reporting, and financial statement preparation. Support can scale from recurring bookkeeping and close processes to controller-level oversight and CFO advisory.

Category: Accounting Services

• Keep Financial Operations Moving
  Professional support for recurring accounting tasks and close processes helps maintain accurate records and dependable financial operations.
• Access Timely Financial Information
  Financial reports and dashboards improve visibility into performance and support informed decisions.
• Address Complex Accounting Matters
  Receive guidance and documented analysis for complex transactions and accounting conclusions that can be reviewed by auditors and stakeholders.
• Scale Support With Business Needs
  Adjust the accounting capabilities provided as the organization grows or changes, with access to dedicated team and controller-level expertise.
• Plan And Monitor Financial Performance
  Forecast cash needs, develop budgets, and compare actual results to support financial planning and analysis.
• Improve Accounting Systems And Workflows
  Implement or optimize accounting systems and processes to support reporting accuracy, routine task automation, and access to financial information.
• Prepare For Public Reporting
  Get support for public-company reporting requirements and registration- and IPO-related financial reporting.
• Strengthen Controls And Audit Preparation
  Improve accounting processes and prepare records and operations for audit-related requirements.

Advisory services

BPM provides tailored advisory services to help businesses optimize performance, adapt their finances and operations, and pursue growth. Offerings include corporate finance, technology solutions, cybersecurity, human resources, and outsourced and managed services. Technology Solutions support implementation and optimization of NetSuite, Sage Intacct, Salesforce, and isolved, spanning ERP, financial operations, customer engagement, payroll, and HR. BPM’s advisors take a collaborative approach and help clients address needs across the business lifecycle.

• Align Technology With Business Needs
  Choose, implement, and maintain technology suited to leadership, employee, and operational needs as the business evolves.
• Improve Financial Operations And Reporting
  Use platform implementation and support, reporting, and automated workflows to support financial operations and decision-making.
• Connect Customer And Business Data
  Bring customer interactions together with financial information and provide sales teams with an intuitive environment and relevant information.
• Unify Business Operations
  Use NetSuite capabilities across finance, inventory, e-commerce, and analytics to support visibility across business functions.
• Automate Payroll And Connect HR
  Automate payroll calculations, address compliance needs, and connect payroll with broader HR operations.
• Optimize Financial Performance
  Access corporate finance and transaction advisory support across different stages of growth.
• Assess And Mitigate Security Risks
  Evaluate security challenges, test defenses, and get guidance on protecting the organization against cyber threats and regulatory risks.
• Free Up Focus For Growth
  Outsource essential back-office processes while BPM supports accounting, financial, HR, and tax operations.
• Strengthen HR Strategy And Operations
  Get HR guidance addressing current workforce needs and supporting future organizational growth.
• Advance AI Readiness And Automation
  Access AI advisory and implementation support, including process automation and readiness assessment resources.

Compensation Consulting

BPM provides tailored compensation consulting to help organizations build pay programs aligned with their values, talent strategies, and business objectives. Services include compensation philosophy development, market benchmarking, pay structure design, executive compensation planning, incentive program design, and total rewards communication. Consultants support organizations from startups to public companies, nonprofits, and fast-growing private firms with compliance knowledge, implementation support, and flexible engagement models.

• Align Pay Decisions With Organizational Values
  A clear philosophy and tailored pay structures provide a consistent foundation for decisions and help balance internal equity with external competitiveness.
• Position Pay Against Market Data
  Benchmarking helps organizations understand competitive pay practices and make informed decisions.
• Inform Executive Pay Decisions
  Peer analysis supports executive compensation decisions and governance considerations.
• Reward Performance-Critical Outcomes
  Variable pay programs connect rewards with the behaviors and outcomes the organization values.
• Address Requirements And Implement Programs
  Compliance guidance helps reduce regulatory risk, while implementation support moves programs from design to practical application.
• Communicate The Value Of Rewards
  Clear communication helps employees understand the organization’s compensation and benefits investment.

Forensic Accounting

BPM provides forensic accounting for financial disputes, suspected fraud, litigation, family law matters, insurance claims, and internal investigations. Professionals analyze records, trace transactions, identify irregularities, quantify losses, and present findings. Services include litigation and dispute advisory, fraud investigations, damage calculations, expert witness testimony, and California family law financial analysis and valuation.

• Uncover Financial Irregularities
  Investigative accounting helps establish facts behind suspected misconduct, mismanagement, or accounting errors.
• Strengthen Financial Case Analysis
  Financial analysis helps attorneys and businesses address disputes and litigation matters.
• Quantify Financial Losses
  Defensible calculations provide assessments of damages and insurance losses to support resolution.
• Present Clear Expert Testimony
  Credible presentation helps legal participants understand financial analysis in proceedings.
• Clarify Family Law Financial Matters
  Analysis supports appropriate settlements by clarifying income, property characterization, business value, and reimbursement claims.
• Support Collaborative Dispute Resolution
  Coordination with counsel and other advisors supports dispute resolution and mediation.

Commercial Real Estate Valuation Services

BPM provides commercial real estate valuation analyses for transactions, financial reporting, tax planning, and dispute resolution. Professionals value individual properties and portfolios across diverse property types, including specialized assets. Services include financial reporting and compliance valuations, transaction support, tax and estate planning, property tax matters, and litigation support. Analyses are tailored to client objectives, comply with state and federal requirements, and can coordinate valuations involving real estate, equipment, and intangible assets.

• Support Financial Reporting And Compliance
  Address reporting needs, including fair value reporting, purchase price allocation, and impairment testing.
• Inform Property And Deal Decisions
  Use valuation analysis for property decisions, financing, transactions, and fairness opinion engagements.
• Value Properties And Portfolios
  Obtain valuation analysis for one asset or a portfolio according to property and decision-making needs.
• Address Diverse Property Valuation Needs
  Access valuation support across conventional and specialized commercial property types.
• Support Tax And Estate Planning
  Address tax, estate, charitable contribution, and property tax valuation needs.
• Support Dispute Resolution
  Valuation services can support disputes, expert testimony, and appraisal review.
• Coordinate Complex Transaction Analyses
  Receive coordinated valuation services for transactions involving multiple asset classes.

BPM Wealth Management

BPM provides comprehensive wealth management for high-net-worth individuals, families, nonprofit organizations, and institutions. Services integrate financial planning and investment management with tax strategy, risk management, and legacy goals. Advisors coordinate decisions across clients’ financial lives and adapt guidance as circumstances and priorities evolve.

• Coordinate Decisions Across Your Finances
  Consider how financial decisions interact across accounts, entities, and time horizons.
• Clarify Goals And Plan Ahead
  Build strategies around current financial circumstances, goals, and needs.
• Align Portfolios With Long-Term Goals
  Connect portfolio strategy with broader financial circumstances and objectives.
• Steward Organizational Wealth
  Support investment oversight and spending policies for mission-driven organizations.
• Plan For Retirement And Wealth Transfer
  Include retirement, tax, estate, family, and legacy considerations in a coordinated financial approach.
• Adapt Guidance As Priorities Change
  Continue receiving coordinated advice as circumstances and priorities change.
• Evaluate Insurance Coverage Needs
  Consider insurance coverage as part of a comprehensive plan for financial goals and asset preservation.

UK Accounting Services

BPM provides adaptable UK accounting services for businesses entering the UK market or preparing for international expansion. Specialists support financial reporting and operations, including financial statement preparation under UK and International Financial Reporting Standards, multi-currency accounting and consolidation, management accounting and reporting, accounting systems implementation and optimisation, technical accounting advice, framework transitions, audit preparation, stakeholder reporting, and independent reviews of in-house financial statements.

Category: Accounting Services

• Prepare Statements Under UK And International Standards
  Receive financial statement preparation to support reporting requirements.
• Consolidate International Operations
  Manage multi-currency accounting and consolidation with specialist support.
• Tailor Reports To Business Decisions
  Access management accounting and stakeholder reporting suited to organizational needs.
• Improve Systems And Address Complex Matters
  Get system implementation and optimisation support alongside specialist accounting advice.
• Prepare For Framework Changes And Audits
  Navigate changing reporting requirements and prepare for audit.
• Review In-House Financial Statements
  Obtain an independent review of financial statements prepared by the organization.

UK Audit Services

BPM provides independent UK audit services for organisations ranging from SMEs to multinational businesses. Services include statutory audits, cross-border audit coordination, FCA-regulated audits, limited assurance reviews, and financial reviews for due diligence. The team helps clients navigate UK GAAP, IFRS, and other international accounting standards and provides financial reporting standards advice and implementation support.

Category: Audit and Assurance Services

• Meet Audit Requirements
  Access independent audit services designed for statutory and FCA-regulated requirements.
• Coordinate International Audit Work
  Support audit work across international operations and reporting frameworks.
• Navigate Accounting Standards
  Understand relevant reporting standards when operating across jurisdictions.
• Tailor Audits To Business Needs
  Shape an independent assessment around the organisation’s circumstances.
• Support Independent Reviews
  Use limited assurance or financial reviews when a full audit is not the required engagement.

Corporate secretary services

BPM’s Corporate Secretary Services provide UK company administration and governance support to help businesses meet regulatory requirements and maintain good standing. Services include company formation and registration, board and shareholder documentation, statutory records and filings, corporate changes, dividends, restructuring, and liquidations. A primary consultant provides personalised ongoing support, backed by a team that ensures continuity.

• Establish UK Business Entities
  Get support establishing a UK entity or registering an overseas company’s UK establishment.
• Maintain Records And File Statements
  Support company records management and timely statutory filings.
• Receive Consistent Personalised Support
  Work with a consultant who understands the business and a team that supports continuity.
• Prepare Governance Documents
  Receive support preparing board and shareholder documentation.
• Manage Corporate Changes
  Get support with corporate changes, restructuring, dividends, and liquidations.

Payroll services

BPM provides fully managed outsourced payroll processing for UK operations and international expansions. Services include payroll setup and onboarding, employee payments, withholdings and pension contributions, workplace pension administration, secure portals, and customized reporting. Specialists support cross-border payroll, globally mobile employees, expatriate arrangements, equity compensation, payrolled benefits, and year-end reporting. Dedicated consultants provide personalised support and help clients navigate changing regulations.

• Navigate Payroll Rules Across Borders
  Specialists support technical payroll requirements across jurisdictions and help businesses respond to regulatory changes.
• Reduce Payroll Administration Burden
  Managed processing and guided setup help businesses offload payroll operations and establish payroll services.
• Coordinate Payroll And Pension Payments
  Support payment funding and pension-related payroll responsibilities.
• Manage International Workforce Payroll
  Address payroll needs associated with mobile employees and compensation arrangements across jurisdictions.
• Access Payroll Information Securely
  Use secure portals and tailored reports to access payroll information.
• Process Benefits And Year-End Reporting
  Support benefit payrolling and year-end reporting as part of payroll services.
• Get Support From Dedicated Consultants
  Receive personalised support from consultants familiar with the business.

UK Tax Services

BPM’s UK tax specialists provide strategic tax planning and compliance for companies entering the UK market and established businesses. Services cover corporate tax, VAT and indirect tax, transfer pricing, equity compensation and employee benefit reporting, international tax planning, and tax support for cross-border transactions and business transitions. The team works with a global network of tax advisors to support multinational operations.

• Plan And Meet Corporate Tax Obligations
  Support compliant and commercially informed tax decisions, including UK market entry registrations.
• Manage VAT And Indirect Taxes
  Get support managing indirect tax obligations across UK and European operations.
• Plan And Document Cross-Border Tax
  Address international tax planning and transfer pricing requirements as operations expand across borders.
• Structure Transactions And Business Transitions
  Access tax support for cross-border transactions and public listing transitions.
• Meet Compensation Reporting Requirements
  Get support with equity compensation and employee benefit reporting across jurisdictions.
• Manage Tax Risks And Resolve Disputes
  Review permanent establishment matters and obtain support resolving tax authority disputes.