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Daniel Figueredo, CPA, CGMA
Partner, Assurance
Nonprofit Industry Group Co-leader
FinTech Leader

Overview

When BPM established its Nonprofit Industry Group over three decades ago, one of our founding goals was to make a significant difference in the way nonprofits were served by those in our industry. With their tight budgets and limited staff, they needed a better solution to the way they handled their finances.

Today, our group contains over 60 professionals who employ a full-service approach to accounting for nonprofits. We assist with auditing and tax preparation, consulting, outsourcing, technology, and investment consulting–areas in which changes occur frequently and up-to-date information is key to making decisions.

We understand the unique operational and financial challenges faced by nonprofits. With a strong commitment to the community we have served on many of their boards and have aided hundreds of nonprofit organizations – firsthand. This experience allows BPM to offer nonprofits the most value and the best service available in the marketplace today.

Areas We Serve:

  • Arts and Culture
  • Associations
  • Public Charities
  • Educational Institutions
  • Environmental Organizations
  • Government
  • Health care
  • Private Foundations
  • Private Schools
  • Religious Organizations
  • Social Welfare Agencies

Nonprofit Educational Series

BPM NonProfit Nonprofit Education Series Logo

To better serve your organization, BPM’s Nonprofit Education Series provide in-person and webinar classes to help you better understand significant emerging issues you may face in your sector. To ensure your success, our speakers are selected based on their proven expertise, wealth of knowledge and distinct track record. Sessions are available free of charge, however registration is required.

You can register for current classes by clicking here.

Software Solutions

We are certified partners with the following software and accounting solutions to help you improve your organization’s processes. Our suite covers a full range of services to complement and complete your internal accounting and administrative needs. We provide implementation, training and support to ensure you are running as smoothly as possible.

Sage Intacct logo   Expensify Logo   ADP Logo
         
Bill.com Logo   Salesforce Logo   Adaptive Insights Logo

 

AICPA Certified

A number of our professionals hold AICPA Not-For-Profit Certifications, providing us with the skill sets required to serve a nonprofit’s unique financial needs.

Our Firm is a voluntary member of the AICPA’s Governmental Audit Quality Center (GAQC), which promotes the importance of quality governmental audits and the value of such audits to purchasers of governmental audit services.

Blog

BPM Now – Nonprofit News

Sometimes running a nonprofit feels like the weight of the world is on your shoulders – and for good reason. BPM’s Nonprofit Industry Group has grown to a team of 60 professionals ready to tackle tax, assurance and advisory tasks of all sizes, so our nonprofit partners can focus on their mission.

Subscribe

Subscribe to BPM’s Nonprofit blog today and receive articles that can help you achieve your financial goals.

Resources

Nonprofit COVID-19 Resources

Nonprofits and faith-based organizations experiencing economic hardship during the COVID-19 crisis have relief options available through the CARES Act and other programs. BPM’s Nonprofit team is providing industry-specific information to help not-for-profit organizations navigate the current guidance, as it changes regularly. If you have additional questions, please visit BPM’s COVID-19 Resource Center homepage for more resources or contact BPM Nonprofit Industry Group Leaders Daniel Figueredo and Shannon Winter for additional help.

News & Events

People

Andrea Cope, CPA
Of Counsel, Advisory
Ivy B. Cowan
Manager, Advisory
Christine Espinal
Senior Manager, Advisory
Daniel Figueredo, CPA, CGMA
Partner, Assurance
Nonprofit Industry Group Co-leader
FinTech Leader
Dina Firestine
Associate Director, Assurance
Danuta Fitzsimmons, CPA
Senior Manager, Advisory
Jenise Gaskin, CPA
Partner, Advisory
Business Process Outsourcing Practice Group Leader and Employee Benefit Plan Audit Group Leader
Ann Marie Gross
Manager, Tax
Kristin Harrison, CPA
Manager, Assurance
Terry Hill
Partner, Advisory
Robert Houston, CPA
Partner, Tax
Tax Specialty Services Leader
Stayce A. Kneebone, CPA
Manager, Assurance
Caroline McDonald, CPA
Manager, Advisory
Tamara McInerney, CPA
Partner, Tax
Partner in Charge, Menlo Park
Jorge Melgoza Fernandez, CPA
Senior Manager, Assurance
Jeffrey K. Mock, CPA
Partner, Assurance
Partner in Charge, Seattle
Carli Mosbacher, CPA
Manager, Assurance
Melodie Olson, CPA
Senior Manager, Assurance
Kristen Oshiro, CPA
Manager, Advisory
Jim Petray, CPA
Of Counsel, Tax
Automotive Industry Group Leader
Kelly Pollard, CPA
Senior Manager, Assurance
Su Rim
Manager, Assurance
Michael Schaffer, CPA
Managing Director, Tax
Chelsea Tabarez, CPA
Manager, Assurance
Scott Taylor, CPA
Partner, Assurance
Christopher Thomas, CPA
Manager, Assurance
Britiany Tompkins
Director, Advisory
Sage Intacct Practice Leader
 
Wendy Turner, EA
Manager, Tax
Shannon Winter, CPA
Partner, Assurance
Nonprofit Industry Group Co-leader
Minnie Wright, CPA
Partner, International Tax Services
Yolanda Yang
Manager, Assurance

Contact

Daniel Figueredo, CPA, CGMA
Partner, Assurance
Nonprofit Industry Group Co-leader
FinTech Leader

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AICPA Not-For-Profit Certificate Program Digital Badge

 

AICPA - Government Audit quality Center Member Digital Badge