Top 50 Firm committed to growth and digital transformation in aftermath of global pandemic
SAN FRANCISCO–(BUSINESS WIRE)–BPM, one of the 50 largest public accounting and advisory firms in the country, welcomes two key hires to help accelerate innovation and continue its growth trajectory. Carl Sorboro joins BPM as Chief Operating Officer and Lindsay Stevenson joins as Chief Transformation Officer.
“We are thrilled to welcome Carl and Lindsay to our Corporate Services Leadership Team,” said CEO Jim Wallace. “We seek to be the ‘Firm of Choice’ for clients and talent — this requires us to look for leaders from different backgrounds who fuel growth and provide our teams with the best possible experiences.”
BPM continues to be ranked as one of the top firms in the West, while its aggressive growth model catapulted its brand into national markets and new geographic regions well before the pandemic. The Firm has doubled its size in the last five years and has grown its Advisory practice by 300% through strategic investments and key acquisitions. These additions solidify BPM’s presence as a nationally recognized accounting and advisory firm, with its geographically distributed leadership team spanning across California, New York, Texas, Colorado and now Ohio and South Dakota.
Carl Sorboro, the Firm’s new Chief Operating Officer, brings nearly two decades of experience leading diverse teams in the pursuit of operational excellence and scalability. Most recently, he served as the Director of Operations for Rehmann. “I am honored to join BPM and to work alongside the executive team to solve infrastructure complexity challenges and rapidly scale our business,” said Sorboro.
Lindsay Stevenson, new Chief Transformation Officer, has worked as a change agent in the accounting profession over the last 15 years. “I am crazy excited for this opportunity and look forward to leveraging a great culture in making BPM the ‘Firm of Choice’ for innovators,” she said. A trailblazer, Stevenson has been recognized as one of the Most Powerful Women in Accounting by AICPA and CPA Practice Advisor in 2018, 2019 and 2020 and as one of CPA Advisors’ 40 Under 40 in 2017, 2018 and 2019. She also received the AICPA Outstanding Young CPA Award in 2017.
The Firm attributes its forward-thinking mindset to its digital transformation strategy, which leverages technology to best service clients and collaborate with colleagues. While companies head back into the office, BPM is taking a different approach allowing employees to continue working virtually — if they so choose — reinforcing its long-standing commitment to a flexible workplace.
Aside from its recent accolade as one of Forbes’ “Best Tax and Accounting Firms” in America, the Firm continues to be recognized for its people- and client-centric initiatives. Earlier this year, BPM celebrated its sixth consecutive year as a “Best of Accounting Diamond Award” winner for client service excellence, solely based on client reviews. The Firm was also recently recognized in the “Vault Accounting 50,” a prestigious ranking of the nation’s top accounting firms as reported by accounting professionals for the eighth straight year.
In addition to the executive hires, BPM is expected to expand its talent pool in target markets and geographies through direct hires and upcoming business combinations.
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Founded in 1986, BPM is one of the 50 largest public accounting and advisory firms in the country. With more than 700 professionals along the West Coast — as well as an office in Bengaluru — the Firm offers a cross-functional team approach that gives clients direct access to the best and most qualified resources. To learn more, visit at https://bpmcpa.com.