Comprehensive Accounting, Tax, Advisory and Assurance Services
Located in the heart of downtown Santa Rosa, BPM’s North Bay office serves businesses and individuals throughout Sonoma County and the greater North Bay region. This is home territory for BPM and home to some of our deepest industry roots. Our Santa Rosa team brings specialized knowledge of the industries that define this region, backed by the full resources of a top-35 national firm.
Ready to Work with a Team That Knows the North Bay?
Industries We Serve in Santa Rosa
Wine & Craft Beverage
Audit, tax, and advisory for wineries, vineyards, craft breweries, distilleries, and cideries throughout Sonoma County and the greater North Bay. BPM’s Wine and Craft Beverage practice co-leaders are conveniently based in our Santa Rosa office.
Technology & Manufacturing
Accounting, tax, and advisory for technology companies and manufacturers, including R&D tax credits, cost segregation, and operational consulting for a sector that anchors the county’s long-term economic growth.
Real Estate & Construction
Services for developers, builders, investors, and contractors active in Sonoma County’s residential and commercial markets, including cost segregation, 1031 exchanges, and project accounting.
Healthcare & Life Sciences
Audit, tax, and compliance support for hospitals, physician practices, and healthcare organizations serving the North Bay region.
Tourism & Hospitality
Services for hotels, resorts, restaurants, event venues, and tourism-related businesses benefiting from the region’s $2.4 billion in annual visitor spending.
Our Services in Santa Rosa & the North Bay
From financial statement audits to employee benefit plan audits, we deliver insightful analysis that meets regulatory requirements and builds stakeholder confidence.
Strategic advisory services including business valuations, transaction advisory, cybersecurity consulting, and HR consulting for businesses navigating growth, transition, or complexity.
Comprehensive tax planning and compliance for businesses and individuals, including corporate and partnership tax, estate and succession planning, multi-state compliance, and R&D credits.
Sophisticated financial planning, estate and gift planning, charitable giving strategies, and family office services for high-net-worth individuals and families in the North Bay.
Outsourced and co-sourced accounting services for businesses that need reliable financial reporting, bookkeeping, and month-end close support without the overhead of a full in-house team.
NetSuite and Sage Intacct implementation and optimization to help growing North Bay businesses build scalable financial operations.
