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Overview

BPM has been providing private schools with distinctive accounting, tax, and consulting services for over two decades. Our nonprofit services team has members that specialize in serving the needs of our private school clients. To meet their financial statement audit needs, we have developed a customized approach that focuses on key operating and financial areas that drive the success of private schools.

In addition to our free Nonprofit Education Series, we held a half day conference for private schools during 2011. Topics covered included accounting, benchmarking, capital campaigns, internal controls in a small school, scholarships, financial aid, and planned giving. The conference was highlighted by a panel of professionals who offered their expert opinions and answered questions from the audience.

Our private school clients range from well-established schools with significant endowments to schools that have just opened their doors. BPM provides services including but not limited to the following:

  • Audit
  • Benchmarking and Dashboards
  • Capital Campaigns
  • Compilation
  • Design of Accounting Policies
  • Endowment Management
  • Forensic Investigation
  • General Ledger Design
  • Investments and UPMIFA
  • Operational Reviews
  • Planned Giving Assistance
  • Review
  • Tax Planning & Compliance
  • Tax-Exempt Financing
  • Wealth Management 

BPM has always had a strong commitment to education. We are continuously recognized for our dedication to the community and education with awards such as "Education Partner of the Year" from the Corporate Philanthropy Summit and Awards, hosted by the San Francisco Business Times. Our partners and managers have served on boards of private schools, and we have adopted schools in multiple locations for our community service work. Our work with our school clients, school management, school boards, and students enable us to provide a meaningful perspective on your unique needs.

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