OverviewThe financial services sector is facing a rapid increase in scrutiny and more risks than ever before. With transparency in the forefront of investors' minds and the critical eye of the public focused on compliance and accountability, it is vital to choose an accounting firm that understands your business inside and out.
Since BPM was founded in 1986 and served its first audit client, a local financial services firm, we've grown to become the largest California-based CPA firm. With full-service capabilities, we possess in-depth knowledge of the financial services industry - its key processes, challenges surrounding growth and performance, regulatory compliance and governance, and the many other complex accounting and reporting issues it faces.
We offer more than just deep industry knowledge. By maintaining a devotion to our core services, we employ a multidisciplinary approach tailored to your every need, as well as responsiveness that is unmatched in order to maximize efficiency. Our group's commitment to client service is world-class. We ensure that your assigned team is accessible and well versed in innovative solutions. In short, we value our financial services clients and view it as a privilege to serve the sector.
We proudly serve:
|
|
- Registered Investment Advisors
- Mortgage Bankers
- Insurance Brokerage
- Community Banks
- Peer-to-Peer Lending
- Alternative Lenders
- Blockchain and Digital Assets
|
Contact a BPM financial expert today to see how we can take your financials to the next level.
News & EventsNews BPM’s Blockchain and Digital Assets Group Co-Leaders Mark Li and Dmitri Alexeev share some of their predictions for the industry in 2022. 12.16.21 News The old way of managing employee performance is backwards-looking, manually-driven and fails to drive accountability and engagement. New, more progressive solutions are here to change all that. 05.21.21 News The new regulations apply to traditional and crypto funds 04.23.20 Events 04.08.19 News 01.25.19 News 10.25.18 News Daniel Figueredo quoted in the San Francisco Chronicle 08.02.18 News 05.21.18 Events Presentation to San Jose State University - Beta Alpha Psi Chapter 05.08.18 News 04.26.18 News 04.10.18 News 03.07.18 News 10.16.17 News 10.16.17 News 10.03.17 Events 10.02.17 News Underscoring the reality of doing business in a world of constant threat from cybercrime 09.13.17 News 09.11.17 News 08.23.17 News 08.23.17 News 08.20.17 News 08.09.17 Events 08.07.17 News 07.01.17 News 06.14.17 News 06.14.17 News 03.30.17 News 01.27.17 News 12.13.16 Events 10.28.16 News 09.09.16 News 08.19.16 News 06.22.16 Events Series Five: Online Lending and Marketplace Investing for Foundations, Endowments and Family Offices: What’s Important to Know and What are the Opportunities? 06.21.16 News 05.23.16 Events 05.18.16 Events 04.11.16 Events 03.25.16 News 02.23.16 News 02.02.16 Events Series Four: Consumer Protection Regulation – FinTech Friend or Foe? 01.14.16 News 01.01.16 News 10.05.15 Events Series Three: The Macroeconomic Effects of the Federal Reserve’s Monetary Policies on Traditional and Online Lending 09.24.15 News 09.23.15 News 08.05.15 News 05.27.15 Events Series Two: Key Challenges and Opportunities in the Online Lending Sector 05.20.15 Events Series One: The Future of Financial Innovation 02.10.15 News 07.08.14
|
 |