Regardless of size, owner managed businesses often lack experienced financial professionals; nobody between the owner and the bookkeeper focuses on the financial, tax, and accounting matters faced every day. And while business owners may prefer to concentrate on sales, marketing, customer service, or product development, the business owner often becomes “the reluctant CFO.”

BPM has a strong OMB business practice, with well-trained and dedicated staff familiar to the needs and issues facing owner managed business. We are the first-choice provider of accounting, tax & financial services to Bay Area OMBs, offering:

• Full-service capabilities
• Proactive services
• Pricing structures that make sense to business owners

Why Do OMBs Choose BPM?

• OMB clients are swift and decisive; they require quickly returned phone calls and excellent service – making BPM’s agility and responsiveness a perfect fit.
• Our fully-trained staff are dedicated to serving the unique needs of OMB clients.
• Our fees for recurring services are based on a menu of services, and our invoices are easy to understand.
• Our income tax planning addresses the taxes of both the business and the owners together, for maximum tax efficiency.
• We make certain that financial decisions are made with up-to-date accounting information.
• Our full-service approach means that we are equipped to handle ALL financial, accounting, and tax matters, from start-up businesses to exit strategies and estate planning.

Please contact Rich Gunn at (415) 288-6218 or rgunn@bpmcpa.com.