Financial Services

Find guidance and support with a firm that understands your business.

As transparency continues to be top of mind for investors and the critical eye of the public remains focused on compliance and accountability, it’s important to choose an accounting firm that understands your business inside and out.

When BPM was founded in 1986, our first audit client was a local financial services firm. Today, we continue to work with financial services clients, offering a deep understanding of the key processes, challenges surrounding growth and performance, regulatory compliance and governance, and the many other complex accounting and reporting issues the industry faces.

We proudly serve:

  • Registered Investment Advisors
  • Mortgage Bankers
  • Insurance Brokerage
  • Community Banks
  • Peer-to-Peer Lending
  • Alternative Lenders
  • Blockchain and Digital Assets

BPM’s Financial Services Industry Group: Navigating a shifting landscape

BPM Partners and Financial Services Co-Leaders James Lichau and Brad Holsworth describe how we join forces with clients from across the industry to help them navigate technology disruption.

We’re here to help you solve your toughest challenges

BPM will support you across all your assurance, tax and advisory needs. Whether you’re a fund manager looking for assistance with compliance and valuation, or a FinTech company in need of audit, corporate tax or international tax expertise, we can help.

Additionally, our wide range of advisory services gives us the ability to take a multi-disciplinary approach to the way we serve our financial services clients. We provide a variety of consulting solutions including technical accounting and audit readiness, bookkeeping, equity plan management, systems implementation and HR consulting.

Together, we can craft a comprehensive, multidisciplinary solution tailored to your specific business needs — so your company can thrive.