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Contacts

Jenise Gaskin, CPA
Advisory Group Co-leader
Pension Industry Group Leader
Brian Finnegan, CPA
Partner, Assurance
Assurance Practice Group Leader
Financial Services Industry Group Leader
Daniel Figueredo, CPA
Partner, Assurance
Nonprofit Industry Group Leader

Overview

Starting a business is difficult and unpredictable, and having the right advice every step of the way is critical. With the experience to consider all the variables, outside advisors can help you think about important considerations, such as what type of entity your company is going to be. Are you going to have partners? Do you need to bring in money from other people, or are you going to self-start this business? How are you really going to make money?

BPM's advisors begin working with early-stage and emerging businesses on day one in order to establish a strong footing. Our team is here to explain the options and to help you think through the implications of your decisions, which can be anything from what kind of image you are giving yourself as a sole proprietor to what type of employee benefits can be had through different types of entities. In the end, we can work with you to answer the questions necessary to make sure the company you start is one that can grow with you.

We can assist in areas that include:

  • Entity formation
  • Buy/sell agreements
  • Outsourced accounting services
  • Quarterly and annual compliance reporting
  • Payroll, sales tax, and property tax preparation
  • Forecast modeling
  • Cash flow management
  • Tax planning and preparation
  • Internal control analysis
  • Accounting staff training
  • Design and implementation of client-managed accounting systems

People

Jenise Gaskin, CPA
Advisory Group Co-leader
Pension Industry Group Leader

Contacts

Jenise Gaskin, CPA
Advisory Group Co-leader
Pension Industry Group Leader
Brian Finnegan, CPA
Partner, Assurance
Assurance Practice Group Leader
Financial Services Industry Group Leader
Daniel Figueredo, CPA
Partner, Assurance
Nonprofit Industry Group Leader