Financial Services
financial services

Aligning With the Right Firm
The financial services sector is facing a rapid increase in scrutiny and more risks than
ever before. With transparency in the forefront of investors’ minds and the critical eye of the public focused on compliance and accountability, it is vital to choose an accounting firm that understands your business inside and out.

The Largest California – Based CPA Firm
Since BPM was founded in 1986 and served its first audit client, a local financial services firm, we’ve grown to become the largest California-based CPA firm. With full-service capabilities, we possess in-depth knowledge of the financial services industry—its key processes, challenges surrounding growth and performance, regulatory compliance and governance, and the many other complex accounting and reporting issues it faces.

Your Dedicated Financial Services Team
We offer more than just deep industry knowledge. By maintaining a devotion to our
core services, we employ a multidisciplinary approach tailored to your every need.
And with offices throughout the Bay, our responsiveness is unmatched, maximizing
efficiency. BPM’s commitment to client service is world-class. We ensure that your
assigned team is accessible and well versed in innovative solutions. In short, we value
our financial services clients and view it as a privilege to serve the sector.


Articles:
Financial Reporting

 



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