BPM
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Contacts

Jenise Gaskin, CPA
Employee Benefit Plan Audit Group Leader
Edward Webb
Partner, Advisory Services
Corporate Finance Group Leader

Overview

At BPM, we believe the key to continuous business growth is founded on the triad of people, process, and technology. Our Technology Solutions Group focuses on these cornerstones to provide you with efficient solutions that allow you to manage your business successfully. As one of the largest California based accounting and consulting firms, we have the experience and the expertise needed to help you reduce risk, uncover opportunities and cut down on corporate headaches.

Software Evaluation & Selection

Streamlined and automated processes are critical to the success of your business. Many organizations struggle to effectively manage process change as the business evolves.  Interim manual processes ultimately turn into long term solutions.  Outdated technology and turnover compounds the problem and before you know it your business is facing an overwhelming and insurmountable project.

We combine our technical skills with deep accounting and operational experience to recommend and implement best practices so you can reach your full growth potential. Potential solutions range from cloud-based accounting support all the way to fully integrated enterprise systems. Once a solution is set in place, you can count on us to provide ongoing support to ensure your processes and systems are running as smoothly as possible.

ERP Systems Implementation

We follow-up our assessment of your business processes by mapping them to system requirements associated with potential ERP options. Currently, we work directly with ERP software providers such as NetSuite and Intacct. With this approach, we develop the information needed to recommend the best solution for your company.

We serve as your single point of contact during an ERP implementation by focusing on the following activities:

  • Project Management: We manage the project from start to finish and provide you with the technical resources, training and support you need with consideration to your industry, business processes, size and growth potential.
  • Application Administration: Instead of hiring expensive full-time resources to maintain your ERP solution, we help on an as-needed basis. We quickly and easily perform the application administration so you can focus on more important business matters.
  • Upgrade Support: As ERP providers upgrade their applications, companies often struggle to keep up and ensure business processes and other system interfaces still work together properly. At BPM, we address the impact of upgrades with interface enhancements, testing, and training, so you can take advantage of the latest technology without constraining your internal resources.
  • Level One Direct Access: Think of all of the times you have waited on hold for tech support of a solutions provider. Now imagine us taking that off your hands. We have the resources to solve your configuration or data problem quickly. With direct access to the development teams of our ERP software providers, we take on the burden of dealing with the software manufacturers to resolve problems immediately.

We have years of ERP implementation experience with a variety of ERP solutions in diverse industries with companies of all sizes.

Outsourced Accounting Services

We offer comprehensive outsourcing services to complement your back office needs so you can focus on growing your core business. Our services range in complexity from staff augmentation and interim CFO services to a fully-functioning back office team. By leveraging our industry experience with a proven cloud-based technology platform we are able to deliver dependable, accurate and real-time financial information, accessible by you at your convenience, even on a mobile device.

Our client-partners benefit from our suite of services, which include the following:

  • Accounting staff training
  • Business management
  • Design and implementation of client-managed accounting systems
  • Forecast modeling and cash flow management
  • Internal control analysis
  • Payroll, sales tax, and property tax preparation
  • Quarterly and annual compliance reporting
  • Tax preparation and planning services

The BPM team combines industry specific knowledge of US GAAP, accounting processes and operational workflows with the tools (reports, budgets) you need to run your businesses. We can provide these services by assuming your existing IT platform as an outsourced accounting department, or we can bring your accounting in-house using our partnerships with software providers.

Contact Us
Regardless of the size or stage of your business, sometimes what you need is a partner who understands how to effectively help your company achieve financial success – we have the expertise to step in and provide these services so you can focus on your business.

Whether you are in need of an ERP software or outsourced accounting services, discover how we can help you improve your business processes. We make it our business to keep up with evolving technology and keep your business relevant, flexible, and ahead of the competition. Get in touch with us today to learn how we can help you succeed.

People

Jenise Gaskin, CPA
Employee Benefit Plan Audit Group Leader
Nick Steiner, CPA
Advisory Practice Group Leader
Technology Industry Group Leader
Edward Webb
Partner, Advisory Services
Corporate Finance Group Leader

Contacts

Jenise Gaskin, CPA
Employee Benefit Plan Audit Group Leader
Edward Webb
Partner, Advisory Services
Corporate Finance Group Leader