Bay Area Accounting Firms, California CPA's
For Private Companies
Defending Owner's Compensation
Defending Owner's Compensation
Exit & Succession Planning
Exit & Succession Planning
6 Tax Planning Ideas for Business Owners
6 Tax Planning Ideas for Business Owners

Audits, Reviews, & Compilations

Audit Services
Understanding your business and the accounting risks you face is our top priority. That's why we created the BPM Audit. It's an intelligent, efficient, risk based approach to planning your audit that's driven by world-class service.

We meet often with your team to identify key cost and revenue drivers as well as potential areas of concern, we ask the right questions to hone in on your needs. By learning everything we can about your business and the challenges you face, we're able to assess the risks associated with your control environment and information systems. This allows us to identify areas where you are most susceptible to misstatement, and develop a focused audit plan to prevent unnecessary time and effort being spent on immaterial items.

Armed with an in-depth knowledge of your business, our experienced assurance professionals provide the highest level of service within the tightest deadlines. And with a very low rate of staff turnover, you'll benefit from consistent service and less retraining. BPM employs precise technology to free clients from the burden of paperwork, using our EPACE auditing software and paperless filing system. Overall, you'll get an intelligent, efficient, risk based, and service-driven audit that generates insights and advances your company towards its definition of success.

Reviews & Compilations
A review is an application of analytical procedures and inquiry to provide a limited level of assurance, while a compilation is the presentation of financial data in the form of financial statements, balance sheets, profit and loss statement, statement of cash flow, and footnotes. If your company is applying for a business loan, construction bond, or you need independent verification of your company's financial performance for key business decisions, BPM can help.

Our approach includes developing an understanding of your business and industry to establish a strategy that is tailored to you and the specific needs of your company. Reviews and compilations are a significant part of our assurance services and can help you identify modification you need to make in your operations to guarantee your company's financial success. They are also an invaluable tool to assure you and your business partners of your company's financial strength.

We go beyond the reporting of results. We provide you with the information and valuable insights into your business to help you improve your accounting controls and increase your bottom line.



Financing for Private Companies

Choosing the right financing for your business involves a variety of factors.

6 Ways to Save on Taxes Throughout the Life Cycle of Your Company

You owe it to yourself to consider these tax strategies.

Buy-sell Agreements: A Must-Have

If your business is co-owned, an effective buy-sell agreement is necessary.

Defending Owner's Compensation

The concept of "reasonable compensation" has never been clearly defined.

Exit & Succession Planning

The lessons learned from others' exit strategy plans are invaluable.