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  • Who we serve
    • Clients like you
      • Public Company
      • Privately-Held Company
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      • High Net-Worth Individual
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      • Blockchain & Digital Assets
      • Consumer Business
        • Apparel and Textiles
        • FoodTech
        • Franchises
        • Manufacturing and Wholesale
        • Natural & Organic Foods
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        • Broker Dealer
        • FinTech
        • Hedge Fund and Alternative Investments
        • Private Equity
        • Venture Capital
      • Life Science
      • Nonprofit
        • Arts and Culture
        • Associations
        • California Prop 1
        • Educational Institutions
        • Environmental Organization
        • Private and Family Foundations
        • Private Schools
        • Public Charities
        • Religious Organizations
        • Social Welfare Organizations
      • Professional Services
        • Entertainment, Media and Visual Arts
      • Real Estate
        • Construction
        • Hospitality
        • PropTech
      • Technology
        • Artificial Intelligence
        • Emerging Technologies
        • Virtual Reality & Augmented Reality
      • Wine & Agribusiness
    • Business stages
      • Startup stage
      • Growth & expansion stage
      • Liquidity stage
      • Transformation stage
    • BPM UK
  • Services
    • Assurance
      • Audit
        • Employee Benefit Plan Audit
        • Federal Acquisition Regulation (FAR) Compliance
        • Regulatory Compliance Assistance
        • Reviews & Compilations
        • SEC Compliance
      • IT Assurance
        • System and Organization Controls Reporting
      • Risk Assurance & Advisory Services
        • Business Process Financial Sox
        • Internal Audit
    • Advisory
      • Corporate Finance Services
        • M&A and Transaction Advisory
          • Due Diligence
          • Quality of Earnings
          • M&A Advisory
          • IPO Readiness
          • SPAC Readiness
        • Valuation and Appraisals
          • Business Valuation Services
          • Commercial Real Estate Valuation
          • Fairness Opinion
          • Complex Financial Instruments
        • Financial and Business Operations
          • Finance Transformation
          • Financial Planning & Analysis
          • CFO Services
          • Outsourced Controller Services
          • Succession Planning
      • Business Transformation
        • Data Analytics
        • ESG
        • Forensic Accounting
      • Cybersecurity
        • Cybersecurity Risk Assessments
          • Penetration Testing Services
          • Red Team Services
          • Application and API Assessment
          • Cloud Security Configuration
        • Cybersecurity Compliance Services
          • Cybersecurity Standards
          • Cybersecurity Frameworks
        • Managed Security Services
          • Systems Update
          • Technology Implementation
          • Data Protection
          • Cloud Security Services
          • Security Operations Center
        • Incident Readiness
          • Tabletop exercise
          • Business Continuity and Disaster Recovery
      • Human Resources
        • HR Strategy
          • HR Consulting
            • PEO transition
            • HR Assessment
          • Compensation Consulting
        • HR Operations
          • Outsourced HR
          • Payroll Services
          • HR Systems
            • isolved
            • BPM Link
          • HR Compliance
        • Workforce Management
          • Talent Assessment
          • Workforce Optimization
          • Transforming HR with AI
      • Managed Services
        • Equity Management
        • Managed IT Services
        • Project Management
      • Artificial Intelligence Services
        • Agentic AI & Process Automation
        • Transforming HR with AI
    • Tax
      • Corporate Tax
        • ASC 740 Tax Provision
        • Cost Segregation Studies
        • DPAD Section 199
        • IC Disc and Export Incentive
        • M&A Tax Services
        • R&D Tax Credit
        • Section 382
        • State and Local Taxes
        • CHIPS Act
      • Flow-Through
      • International Tax
        • Canadian Companies Doing Business in the US
        • China Tax Services
        • Global Tax Strategy Consulting
        • Indirect Tax
        • Intellectual Property Tax Planning
        • IRS Voluntary Disclosure
        • Mexico and Latin America Tax Services
        • Tax Quantitative Services
        • Transfer Pricing
        • Ukrainians in the United States
      • IRA Tax Credit Solutions
      • National Tax
      • Private Client Services
        • Charitable Giving
        • Estates, Gifts & Trusts
        • Family Office Services
        • Fiduciary Accounting
        • Stock Option Planning
        • Tax Planning & Compliance
    • Accounting
      • Outsourced Accounting
        • Accounts Payable & Accounts Receivable Management
        • Outsourced Accounting for Startups
        • Industry-Specific Accounting Services
          • Nonprofit
          • Real Estate PE
          • Blockchain & digital assets
          • Wineries
      • Technical Accounting
      • Family Office Accounting
    • Wealth Management
      • Individuals
      • Dentists
      • Physicians
    • Technology Solutions
      • NetSuite
        • NetSuite Solutions
          • Consulting
          • Accelerator Program
          • Licensing
          • Optimization
          • Implementation
          • Upgrade to NetSuite
        • Industry-Specific NetSuite Services
          • Software-as-a-Service
          • Winery
          • Biotech
          • Retail
          • Manufacturing
        • NetSuite support for all stages
          • Startup
          • Fast-growing company
          • Family-owned business
          • Small and medium-sized business
          • PE-backed company
      • Sage Intacct
      • Salesforce
      • BPM Link
      • isolved
    • Solutions Center
      • How to Sell Your Business
      • Take your company public
      • Transform your HR strategy
      • Scaling your startup
  • Resources
    • Case Studies
    • Events
    • Guides
    • Insights
    • Podcasts
    • Webinars
  • Who We Are
    • BPM1 Service Model
    • Certified B Corp
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    • DEIB
    • Firm Report
    • Global reach
    • Locations
      • California Offices
        • San Francisco
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        • San Jose
        • Santa Monica
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        • Walnut Creek
      • International Offices
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    • Early Careers & Students
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    • Our Culture
  • Contact Us
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