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BPM

BPM is one of the top 35 largest public accounting and advisory firms in the United States with over 1,000 professionals. The firm provides assurance, advisory, tax, accounting, wealth management, and technology solutions to help businesses and individuals navigate growth, manage risk, and achieve sustainable success. BPM serves a diverse range of clients including public companies, privately-held businesses, startups, PE/VC firms, family offices, and high-net-worth individuals across multiple i

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-21T16:44:14.021Z. Cached copy · Source on bpm.com

# BPM

> BPM is one of the top 35 largest public accounting and advisory firms in the United States with over 1,000 professionals. The firm provides assurance, advisory, tax, accounting, wealth management, and technology solutions to help businesses and individuals navigate growth, manage risk, and achieve sustainable success. BPM serves a diverse range of clients including public companies, privately-held businesses, startups, PE/VC firms, family offices, and high-net-worth individuals across multiple industries.

Important notes:

- BPM provides integrated service delivery across audit, tax, advisory, technology, and wealth management - allowing clients to access multiple specialized services through a single firm relationship
- The firm has extensive experience in complex regulatory environments including SEC compliance, ERISA audits, SOC reporting, and international tax
- BPM serves clients nationwide with physical locations across the United States and maintains global reach through international partnerships
- Services are designed for sophisticated middle-market and enterprise clients requiring high-touch professional guidance
- BPM is a Certified B Corporation, demonstrating commitment to social and environmental performance, accountability, and transparency
- As a NetSuite Alliance Partner and Solution Provider, BPM's technology solutions group (Caravel) has completed over 1,000 NetSuite implementations

## Specialized Capabilities & Technology Solutions

- [NetSuite Solutions](https://www.bpm.com/services/technology-solutions/netsuite/solutions/consulting/): Cloud ERP implementation, customization, and optimization services for NetSuite including integration with financial systems, reporting enhancements, and workflow automation
- [Outsourced Accounting Services](https://www.bpm.com/services/advisory/managed-services/outsourced-accounting/): Comprehensive accounting operations management including month-end close, financial reporting, AR/AP management, and controller-level oversight for companies seeking to outsource accounting functions
- [Human Resources Services](https://www.bpm.com/services/advisory/human-resources/): Full-spectrum HR solutions including strategy, operations, compliance, payroll, outsourced HR, PEO transitions, compensation consulting, and workforce optimization
- [Cybersecurity Services](https://www.bpm.com/services/advisory/cybersecurity/): Enterprise security including risk assessments, penetration testing, red team services, managed security services (MSSP), SOC operations, incident readiness, and business continuity planning
- [System and Organization Controls (SOC) Reporting](https://www.bpm.com/services/assurance/it-assurance/system-and-organization-controls-reporting/): SOC 1, SOC 2, and SOC 3 audit services for service organizations requiring third-party attestation of controls
- [Employee Benefit Plan Audit](https://www.bpm.com/services/assurance/audit/employee-benefit-plan-audit/): ERISA compliance audits
…

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