BPM CPA Services

Burr Pilger Mayer has launched BPM CPA Services, a program designed to assist managing partners of local CPA firms. Utilizing the tools, people, and resources that have made BPM successful, this program provides support to other firms and allows them to do what they do best: serve their clients. The result is a win-win for both of our firms.

BPM CPA Services supports managing partners in the following ways:

Firm Operations

• IT managed services.
• Reducing operating costs by leveraging BPM's internal specialists on an as-needed basis.
• VP/Director of Finance
• Treasurer
• Succession planning.

Human Resources

• Recruiting of staff.
• Participation in BPM University, BPM's comprehensive training program.

Accounting and Tax Expertise

• Assistance in preparing to meet new peer review requirements under California State AB138.
• Access to technical thought leadership through our internal industry and service-line practices.
• Consultation with experts in specialized areas such as international tax, non-profit entities, and employee benefit plans.
• Support on complex technical issues, quality control and concurring partner review.

Peer Review

• Perform a system or engagement review to meet your compliance requirement for the California State Board of Accountancy.
• Consult on a firm's Quality Control system documentation.
• Perform interim firm monitoring process.
• Registered with the AICPA and CalCPA.

If you have any questions on our peer review services, please contact James Babcock at JBabcock@bpmcpa.com or Sharon Selleck at SSelleck@bpmcpa.com

If you have any questions, please call (866) 807-0951, or email Marv Friedman at MFriedman@bpmcpa.com.