Trusted Tax, Advisory & Accounting Services in San Francisco
BPM San Francisco – assurance, advisory, tax and wealth management services
Located in the heart of San Francisco’s Financial District at the iconic One California Street building, BPM has been serving Bay Area businesses and individuals since our founding in 1986. As the birthplace of our firm, our San Francisco office continues to embody the entrepreneurial spirit that our founders established when they set out to serve the Bay Area’s emerging businesses with personalized, high-quality accounting and advisory services.
Our San Francisco professionals bring deep knowledge of the local market dynamics that shape one of the world’s most innovative business ecosystems. From technology startups disrupting global markets to established financial institutions managing complex transactions, we understand the unique challenges and opportunities facing San Francisco businesses.
Our Services in San Francisco
Our comprehensive service offerings support San Francisco businesses at every stage of their journey:
Assurance: Independent financial statement audits, reviews, and compilations that provide confidence to investors, lenders, and stakeholders in one of the nation’s most active capital markets
Advisory: Strategic business consulting including M&A advisory, valuation services, risk assessment, cybersecurity consulting, and operational improvement strategies tailored to fast-growing Bay Area companies
Tax: Comprehensive tax planning and compliance for businesses and individuals, including international tax strategies for San Francisco’s globally connected companies, R&D tax credits for innovative businesses, and state and local tax optimization
Wealth Management: Private client services including estate planning, investment advisory, and family office services for entrepreneurs, executives, and high-net-worth individuals who have built their success in the Bay Area
Technology Solutions: NetSuite implementation, system selection, dashboard analytics, and digital transformation consulting to help businesses leverage technology for competitive advantage
Leading San Francisco Industries We Serve
BPM serves many of San Francisco’s most prominent and dynamic industries:
Technology: From established software companies to emerging AI and fintech startups, we support the innovation ecosystem that defines San Francisco’s global reputation. Our teams understand the unique financial complexities of SaaS models, venture funding rounds, and rapid scaling strategies.
Financial Services: As the West Coast’s financial capital, San Francisco hosts major banks, investment firms, and fintech disruptors. We provide specialized services for regulatory compliance, risk management, and the evolving landscape of digital financial services.
Life Sciences: Supporting biotechnology and medical technology companies throughout their lifecycle, from pre-revenue research phases through clinical trials to commercialization and public offerings.
Real Estate: Navigating one of the nation’s most complex real estate markets, we serve developers, property managers, REITs, and investors with specialized knowledge of local regulations, tax strategies, and market dynamics.
Nonprofit: Partnering with foundations, cultural institutions, social services organizations, and advocacy groups that make San Francisco a center for social innovation and community impact.
Consumer Business: From iconic San Francisco retail brands to emerging direct-to-consumer companies, we help businesses connect with one of the nation’s most affluent and trend-setting consumer markets.
Our San Francisco Community Commitment
Service to our community has been part of BPM’s DNA since our founding in San Francisco nearly four decades ago. Our commitment extends far beyond client work.
Our San Francisco team serves on more than 80 business, community, and nonprofit boards throughout the Bay Area. Through our annual BPM Community Month each May, our professionals dedicate thousands of hours to habitat restoration, food bank support, and pro bono nonprofit services.
For nearly three decades, we’ve partnered with local schools in underserved San Francisco communities through our annual BPM School Partnership Art Contest and year-round mentorship. Our team also participates in Junior Achievement programs, sharing financial literacy and entrepreneurship skills with future Bay Area leaders.
As a Certified B Corporation, we’re committed to using business as a force for good—from our LEED-certified office space to diversity and inclusion programs that reflect San Francisco’s cultural diversity, and direct support for organizations addressing housing, healthcare, and education challenges in our community.
Ready to work with a team that understands San Francisco’s unique business environment and shares your commitment to innovation and impact?
Whether you’re launching a startup in SoMa, expanding operations in the Financial District, or managing wealth generated by Bay Area success, BPM’s San Francisco professionals are here to help you achieve your goals.
