What BPM does

BPM (legally BPM LLP) is a privately held, full-service US accounting and advisory firm founded in 1986 and headquartered in San Francisco, California. Ranked as the 34th-largest CPA firm in the United States with reported FY2024 revenue of $242.03 million, BPM delivers audit and assurance, tax planning and compliance, advisory (including transaction advisory, corporate finance, cybersecurity, ESG, fund administration, and data analytics), outsourced and technical accounting, wealth management, and technology implementation services through an industry-specialized vertical model. The firm's technology platform, marketed as BPM Digital, integrates cloud enterprise software including Oracle NetSuite, Sage Intacct, Salesforce, and isolved, supplemented by a Blockchain & Digital Assets Practice that conducts specialized engagements such as monthly stablecoin reserve audits for the Gemini Dollar (GUSD).

BPM serves a diverse client base spanning public companies, privately-held middle-market and enterprise businesses, venture-backed startups and their investors, private equity firms and portfolio companies, family offices and high net-worth individuals, regulated entities in financial services and life sciences, nonprofit organizations, and agribusiness and winery operators. Its GTM motion is sales-led and relationship-driven, executed through regional office managing partners and industry practice leaders who engage enterprise decision-makers directly, complemented by referrals from professional advisors and an international network relationship with Allinial Global (260+ firms across 70+ countries) that enables cross-border engagements.

The firm is structured as a limited liability partnership (BPM LLP) with no parent company, operating 11 owned offices across the US, Canada, and the UK. Revenue is generated through engagement-based pricing that combines fixed-fee annual compliance work (audit, tax) with higher-margin time-and-materials and solution-based advisory engagements, plus fee-based recurring wealth management revenue from assets under management and retainer arrangements. BPM has executed an active inorganic and organic expansion strategy, including the acquisitions of Gumbiner Savett (2021), Elliott CPA Group (2022), and WBM Partners (2025), alongside greenfield entries into the UK (2025), Austin (2026), and San Diego (2026), and entry into Canada via Montreal (2024).

Name

BPM

Legal name

BPM LLP

Website

https://bpm.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

BPM is a US accounting and advisory firm delivering audit, tax, advisory, wealth management, and technology solutions across 11 offices in the US, Canada, and the UK, serving public companies, private businesses, startups, private equity, family offices, and specialized industries including life sciences, technology, and blockchain/digital assets.

Ownership category

akta.pro rank

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices11 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Audit & Assurance Services: Financial statement audits, reviews, and compilations for public companies, private companies, and nonprofit organizations. Revenue generated on fixed-fee and time-and-materials basis depending on engagement complexity.
2. Tax Services: Corporate tax, individual tax, international tax, state and local tax, transfer pricing, and tax compliance services. Recurring revenue from annual compliance cycles with advisory upsell opportunities.
3. Advisory Services: Management consulting, transaction advisory, risk consulting, cybersecurity advisory, and strategic advisory services. Higher-margin engagements with solution-based pricing.
4. Wealth Management: Investment management, financial planning, and estate planning services for high net-worth individuals and family offices. Recurring fee-based revenue from AUM and retainer arrangements.
5. Technology Solutions: IT consulting, system implementation, and managed services including Sage Intacct and NetSuite implementations.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

BPM is a professional services firm providing a comprehensive suite of accounting, tax, advisory, assurance, and wealth management services to public companies, privately-held businesses, startups, private equity, family offices, and high net-worth individuals. Core offerings include financial statement audits and SOX/SOC compliance, corporate and international tax planning and compliance, transaction advisory (M&A due diligence, valuation, IPO/SPAC readiness), outsourced and forensic accounting, managed technology solutions (NetSuite and Sage Intacct implementations), cybersecurity, HR consulting, data analytics, and wealth management including financial planning and investment advisory.

Product overview

BPM is a professional services firm offering a comprehensive suite of accounting, tax, advisory, assurance, wealth management, and technology solutions. The core service portfolio includes Assurance Services (audit, IT assurance, risk advisory), Advisory Services (corporate finance, M&A advisory, cybersecurity, data analytics, ESG), Tax Services (corporate, international, private client), Accounting Services (outsourced, technical, forensic), and Wealth Management. The technology solutions practice offers NetSuite and Sage Intacct ERP implementation and optimization services as add-on modules. Additional specialized offerings include CFO services, HR services with AI transformation capabilities, cybersecurity, and Agentic AI-powered process automation. BPM serves diverse industries including technology, life sciences, blockchain and digital assets, real estate, nonprofit, financial services, consumer business, and professional services.

Differentiator

Problem solved

Functional benefit

Products and services

• Assurance Services Assurance services for public and private companies including financial statement audits, IT assurance, risk advisory, employee benefit plan audits, FAR compliance, SEC compliance, SOX compliance, and System & Organization Controls (SOC) reporting.
• Advisory Services Advisory services spanning corporate finance, transaction advisory (M&A, due diligence, quality of earnings, IPO readiness, SPAC readiness), valuation and appraisals, cybersecurity, data analytics, ESG, fund administration, human resources, managed services, and artificial intelligence consulting for enterprises and middle-market companies.
• Tax Services Corporate, flow-through, international, national, private client, state and local, transfer pricing, and R&D tax credit services, plus industry-specific tax planning for sectors including blockchain, life sciences, real estate, and wineries.
• Accounting Services Outsourced accounting, technical accounting (revenue recognition, equity-based compensation, lease accounting, SEC reporting), and forensic accounting services with industry specializations in blockchain, construction, nonprofit, real estate private equity, and wineries/vineyards.
• Wealth Management Financial planning, investment advice, and insurance advisory services for high net-worth individuals, families, family offices, and businesses, including specialized services for physicians and dentists.
• CFO Services Virtual, interim, part-time, and fractional CFO services delivered by experienced finance executives for emerging-growth and mid-sized companies navigating M&A transactions, rapid growth, turnarounds, and compliance implementations.
• Human Resources Services HR strategy and consulting, compensation consulting, outsourced HR, payroll services, isolved and BPM Link HR systems implementation, HR compliance, workforce management, talent assessment, and AI-powered HR transformation services for growing companies.
• Cybersecurity Services Cybersecurity risk assessments (penetration testing, red team services, application and API assessment, cloud security), compliance services, managed security services (SOC), and incident readiness including business continuity and disaster recovery.
• Data Analytics Services Big data analytics, process automation, and technical data solutions to help audit and advisory clients derive insights and optimize operations.
• Agentic AI & Process Automation AI-powered process automation services leveraging agentic AI systems to transform business process automation and enable end-to-end workflow orchestration for client engagements.
• NetSuite Solutions Oracle NetSuite ERP implementation, consulting, licensing, optimization, and upgrade services with industry-specific offerings for SaaS, biotech, wineries, retail, manufacturing, and support for startups through PE-backed companies.
• Sage Intacct Solutions Sage Intacct cloud financial management ERP implementation, consulting, licensing, optimization, and upgrade services with industry-specific solutions for construction, family office, financial services, healthcare, hospitality, nonprofit, professional services, and subscription/SaaS companies.

Quantifiable outcome

• 200+ life sciences clients served
• +1 more outcomes

Named customers3 records

Segments11 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• Allinial GlobalcoreChannel Partner/ Reseller/ DistributorBPM is a member firm of Allinial Global, an international network of accounting and consulting firms. This affiliation provides BPM access to 260+ member firms in 70+ countries, enabling the firm to serve multinational clients and provide international capabilities without maintaining owned offices in every market.

Scale indicators5 records

Recent moves10 records

Expansion highlights7 records

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/bpmllp
• Facebookfacebook.com/bpmllp
• LinkedInlinkedin.com/company/bpmllp
• Instagraminstagram.com/bpmllp
• Xx.com/BPMCPA

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A4 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about BPM