# BPM - Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company - Industry: Accounting - Market category: Accounting Services (https://nowen.ai/category/accounting-services) - Also in: Audit and Assurance Services - Delivery model: services - Website: https://bpm.com - Legal name: BPM LLP - AI agent profile: https://nowen.ai/agents/bpm-com - Updated: 2026-11-09 - Directory: one of 110 AI agents in Accounting (https://nowen.ai/industry/accounting); one of 111 AI agents in Accounting Services (https://nowen.ai/category/accounting-services) - Read by AI assistants from: OpenAI, Perplexity, Amazon > BPM is a public accounting and advisory firm serving businesses, nonprofits, individuals, and families. BPM is a public accounting and advisory firm serving businesses, nonprofits, individuals, and families. Its professionals provide assurance, tax, accounting, advisory, technology, and wealth management services, helping clients address financial and organizational challenges, manage risk, and pursue their goals. The firm emphasizes an inclusive, empowering environment, collaborative service, and putting people first. **Mission:** To help people be successful in work and life by fostering an inclusive and empowering environment — one where diverse perspectives, expansive experience and progressive solutions come together to create exceptional experiences for our clients. ## Products & Services ### [Assurance services](https://www.bpm.com/services/assurance/) *Service* Gain clearer insight into financial reporting, controls, and business risks to support compliance, stakeholder trust, and confident decisions. 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. - Categories: Audit and Assurance Services (https://nowen.ai/category/audit-and-assurance-services) - **Tailored audit planning** — Align Audit Work With Risks And Deadlines - **Financial statement audits and reviews** — Support Reporting And Compliance Requirements - **IT risk, controls, and cybersecurity assurance** — Assess Technology Risks And Controls - **SOC readiness, examinations, and reporting** — Demonstrate Controls And Data Security - **Risk management and internal audit** — Manage Risk And Strengthen Controls - **Nonprofit audit and accounting support** — Address Nonprofit Assurance Needs - **SOX and internal controls compliance** — Build And Maintain Effective Controls - **Special reports and financial analysis** — Clarify Financial Strength ### [Tax Services](https://www.bpm.com/services/tax/) *Service* Plan for tax obligations, identify savings opportunities, and coordinate complex tax and estate matters for businesses, individuals, families, and nonprofits. 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. - **Business tax compliance and planning** — Meet Filing Requirements And Plan Tax Liability - **International tax and transfer pricing** — Navigate Cross-Border Tax Obligations - **Private client tax planning and compliance** — Plan Throughout The Year - **Trust, estate, and wealth transfer planning** — Plan Wealth Transfers Across Generations - **Family office coordination and operations** — Coordinate Complex Family Finances - **Investment, asset, and legacy oversight** — Coordinate Assets And Legacy Planning - **Tax controversy and issue resolution** — Resolve Tax Disputes And Complex Issues - **Nonprofit tax filings and compliance** — Complete Nonprofit Tax Filings - **Tax credits and exclusions** — Identify And Substantiate Tax Opportunities ### [Accounting Services](https://www.bpm.com/services/accounting/) *Service* Strengthen financial operations and reporting with outsourced accounting and technical guidance that support confident decisions and sustainable growth. 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. - Categories: Accounting Services (https://nowen.ai/category/accounting-services) - **Outsourced accounting operations** — Keep Financial Operations Moving - **Financial reporting and visibility** — Access Timely Financial Information - **Technical accounting advisory** — Address Complex Accounting Matters - **Scalable team and controller support** — Scale Support With Business Needs - **Cash flow forecasting and budgeting** — Plan And Monitor Financial Performance - **Accounting systems and workflow optimization** — Improve Accounting Systems And Workflows - **SEC reporting and IPO readiness** — Prepare For Public Reporting - **Internal controls and audit preparation** — Strengthen Controls And Audit Preparation ### [Advisory services](https://www.bpm.com/services/advisory/) *Service* Get tailored guidance and operational support to improve performance, manage risk, and pursue sustainable growth through technology and business advisory. 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. - **Technology implementation and optimization** — Align Technology With Business Needs - **Sage Intacct financial operations** — Improve Financial Operations And Reporting - **Salesforce customer engagement** — Connect Customer And Business Data - **NetSuite business management** — Unify Business Operations - **Payroll and HR technology** — Automate Payroll And Connect HR - **Corporate finance advisory** — Optimize Financial Performance - **Cybersecurity services** — Assess And Mitigate Security Risks - **Outsourced and managed services** — Free Up Focus For Growth - **Human resources consulting** — Strengthen HR Strategy And Operations - **Artificial intelligence advisory** — Advance AI Readiness And Automation ### [Compensation Consulting](https://www.bpm.com/services/advisory/human-resources/strategy/compensation-consulting/) *Service* Build compensation programs aligned with organizational goals to attract and retain talent, reward performance, and address compliance. 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. - **Compensation philosophy and pay structure design** — Align Pay Decisions With Organizational Values - **Compensation benchmarking** — Position Pay Against Market Data - **Executive compensation planning** — Inform Executive Pay Decisions - **Incentive program design** — Reward Performance-Critical Outcomes - **Compliance and implementation support** — Address Requirements And Implement Programs - **Total rewards communication** — Communicate The Value Of Rewards ### [Forensic Accounting](https://www.bpm.com/services/accounting/forensic-accounting/) *Service* Uncover financial facts, quantify losses, and present credible evidence to help resolve disputes and protect your interests. 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. - **Financial and fraud investigation** — Uncover Financial Irregularities - **Litigation and dispute support** — Strengthen Financial Case Analysis - **Damage and insurance loss quantification** — Quantify Financial Losses - **Expert witness testimony** — Present Clear Expert Testimony - **Family law financial analysis and valuation** — Clarify Family Law Financial Matters - **Collaborative dispute resolution** — Support Collaborative Dispute Resolution ### [Commercial Real Estate Valuation Services](https://www.bpm.com/services/advisory/corporate-finance/valuation-and-appraisals/commercial-real-estate/) *Service* Get purpose-built property valuations to support confident decisions across transactions, reporting, tax matters, and disputes. 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. - **Financial reporting valuations** — Support Financial Reporting And Compliance - **Transaction valuation support** — Inform Property And Deal Decisions - **Single-asset and portfolio valuations** — Value Properties And Portfolios - **Commercial property coverage** — Address Diverse Property Valuation Needs - **Tax, estate, and property tax valuations** — Support Tax And Estate Planning - **Litigation and dispute support** — Support Dispute Resolution - **Integrated transaction analysis** — Coordinate Complex Transaction Analyses ### [BPM Wealth Management](https://www.bpm.com/services/wealth-management/) *Service* Align financial decisions with long-term goals, preserve assets, and support family or organizational priorities through coordinated wealth guidance. 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. - **Integrated financial guidance** — Coordinate Decisions Across Your Finances - **Financial planning** — Clarify Goals And Plan Ahead - **Investment management** — Align Portfolios With Long-Term Goals - **Institutional and nonprofit wealth management** — Steward Organizational Wealth - **Retirement, tax, and estate planning** — Plan For Retirement And Wealth Transfer - **Ongoing adaptive guidance** — Adapt Guidance As Priorities Change - **Insurance advisory** — Evaluate Insurance Coverage Needs ### [UK Accounting Services](https://www.bpm.com/en-uk/services/accounting/) *Service* Build a reliable financial foundation, meet reporting requirements, and gain accounting insights that support confident decisions and growth. 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. - Categories: Accounting Services (https://nowen.ai/category/accounting-services) - **Financial statement preparation** — Prepare Statements Under UK And International Standards - **Multi-currency accounting and consolidation** — Consolidate International Operations - **Management accounting and stakeholder reporting** — Tailor Reports To Business Decisions - **Accounting systems and technical accounting support** — Improve Systems And Address Complex Matters - **Framework transitions and audit preparation** — Prepare For Framework Changes And Audits - **Independent financial statement reviews** — Review In-House Financial Statements ### [UK Audit Services](https://www.bpm.com/en-uk/services/audit/) *Service* Gain independent assurance, support credible financial reporting, and build stakeholder confidence with audits tailored to business and regulatory needs. 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. - Categories: Audit and Assurance Services (https://nowen.ai/category/audit-and-assurance-services) - **Statutory and FCA-regulated audits** — Meet Audit Requirements - **Cross-border audit coordination** — Coordinate International Audit Work - **Accounting standards advice** — Navigate Accounting Standards - **Tailored audit assessments** — Tailor Audits To Business Needs - **Limited assurance and due diligence reviews** — Support Independent Reviews ### [Corporate secretary services](https://www.bpm.com/en-uk/services/corporate-secretary/) *Service* Meet UK compliance requirements and maintain good standing while freeing directors and officers to focus on business strategy and growth. 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. - **Company formation and registration** — Establish UK Business Entities - **Company records and statutory filings** — Maintain Records And File Statements - **Ongoing personalised support** — Receive Consistent Personalised Support - **Board and shareholder administration** — Prepare Governance Documents - **Corporate changes and restructuring** — Manage Corporate Changes ### [Payroll services](https://www.bpm.com/en-uk/services/payroll/) *Service* Manage complex UK and international payroll, maintain compliance, reduce administrative demands, and focus on business growth. 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. - **Cross-border payroll compliance** — Navigate Payroll Rules Across Borders - **Outsourced payroll processing and setup** — Reduce Payroll Administration Burden - **Payroll and pension payments** — Coordinate Payroll And Pension Payments - **International workforce payroll** — Manage International Workforce Payroll - **Secure portals and customized reporting** — Access Payroll Information Securely - **Benefits and year-end reporting** — Process Benefits And Year-End Reporting - **Dedicated payroll consultants** — Get Support From Dedicated Consultants ### [UK Tax Services](https://www.bpm.com/en-uk/services/tax/) *Service* Navigate UK and international tax requirements, meet local compliance needs, and support business growth with commercially focused tax guidance. 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. - **Corporate tax planning and compliance** — Plan And Meet Corporate Tax Obligations - **VAT and indirect tax management** — Manage VAT And Indirect Taxes - **International tax and transfer pricing** — Plan And Document Cross-Border Tax - **Cross-border transactions and business transitions** — Structure Transactions And Business Transitions - **Equity compensation and employee benefit reporting** — Meet Compensation Reporting Requirements - **Tax risk and dispute support** — Manage Tax Risks And Resolve Disputes ## Sources - [BPM](https://bpm.com) - [Assurance services](https://www.bpm.com/services/assurance/) - [Tax Services](https://www.bpm.com/services/tax/) - [Accounting Services](https://www.bpm.com/services/accounting/) - [Advisory services](https://www.bpm.com/services/advisory/) - [Compensation Consulting](https://www.bpm.com/services/advisory/human-resources/strategy/compensation-consulting/) - [Forensic Accounting](https://www.bpm.com/services/accounting/forensic-accounting/) - [Commercial Real Estate Valuation Services](https://www.bpm.com/services/advisory/corporate-finance/valuation-and-appraisals/commercial-real-estate/) - [BPM Wealth Management](https://www.bpm.com/services/wealth-management/) - [UK Accounting Services](https://www.bpm.com/en-uk/services/accounting/) - [UK Audit Services](https://www.bpm.com/en-uk/services/audit/) - [Corporate secretary services](https://www.bpm.com/en-uk/services/corporate-secretary/) - [Payroll services](https://www.bpm.com/en-uk/services/payroll/) - [UK Tax Services](https://www.bpm.com/en-uk/services/tax/)